Tasks
Master task automation with flexible scheduling options and AI-powered execution.
Overview
The Tasks module allows you to create, manage, and monitor AI-powered tasks assigned to your AI employees. Track task progress, view execution history, and manage recurring workflows all from a centralized interface.
Managing Tasks
Task List View
The main tasks page displays all your tasks with powerful filtering and sorting capabilities.
[Image Placeholder] Tasks List View
Key Features:
- Real-time task status updates
- Advanced filtering and search
- Bulk operations support
- Execution history tracking
- Quick actions menu
Filtering Tasks
[Image Placeholder] Task Filters
Status Filters Filter tasks by their current status:
- All Tasks: View complete task list
- Active: Tasks currently in progress
- Pending: Tasks waiting to be executed
- Completed: Successfully finished tasks
The filter tabs display live counts for each status category, updating automatically as task states change.
Search Functionality
- Use the search bar to find tasks by title or description
- Search is instant and filters results as you type
- Clear search using the X button or by clicking the search field
Advanced Filters (Coming Soon) Additional filtering options:
- Priority: Filter by critical, high, medium, or low priority
- Execution Type: Filter by ADHOC, SCHEDULED, RECURRING, or EVENT_BASED
- Sort Options: Sort by created date, updated date, title, or priority
- Sort Order: Toggle between ascending (A-Z) and descending (Z-A)
Task Actions
Each task in the list provides quick access to common actions:
[Image Placeholder] Task Actions Menu
Execute Task
- Trigger immediate execution of a task
- View real-time execution status
- Receive job ID for tracking
- Monitor progress through execution history
View Details
- Navigate to detailed task page
- View complete task configuration
- Access full execution history
- Edit task settings
View History
- Open execution history dialog
- Review past execution attempts
- View execution results and logs
- Track success/failure patterns
[Image Placeholder] Execution History Dialog
Edit Task
- Modify task title and description
- Update priority level
- Change execution settings
- Adjust scheduling options
Delete Task
- Permanently remove a task
- Confirmation dialog prevents accidents
- Execution history is preserved
- Action cannot be undone
Task Status Indicators
[Image Placeholder] Task Status Indicators
Tasks display visual status indicators:
- Pending: Task scheduled but not yet started
- Active: Task currently executing
- Completed: Task finished successfully
- Failed: Task encountered an error
Priority Levels
Tasks can be assigned priority levels:
- Critical: Urgent tasks requiring immediate attention
- High: Important tasks with elevated priority
- Medium: Standard priority tasks (default)
- Low: Non-urgent tasks that can be delayed
Priority affects execution order when multiple tasks are scheduled.
Execution Types
[Image Placeholder] Execution Types
Tasks support multiple execution modes:
ADHOC
- One-time manual execution
- Run immediately or schedule for specific time
- No recurrence pattern
SCHEDULED
- Execute at a specific date and time
- Single execution at scheduled moment
- Automatic execution when time arrives
RECURRING
- Repeat on a defined schedule
- Daily, weekly, or monthly patterns
- Continues until manually stopped or end date reached
EVENT_BASED
- Triggered by external events
- Webhook integration support
- Automatic execution on event detection
Pagination
[Image Placeholder] Task Pagination
Navigate large task lists efficiently:
- Configurable items per page (10, 25, 50, 100)
- Jump to specific pages
- View total task count
- Previous/Next navigation
Refresh & Sync
Keep your task list up to date:
- Click the Refresh button to reload tasks
- Automatic refresh after task updates
- Real-time status synchronization
- Loading indicator during refresh
Creating Tasks
Click the New Task button to open the task creation page.
See Creating Tasks for detailed instructions on task creation.
Best Practices
Task Organization
- Use clear, descriptive task titles
- Add detailed descriptions for context
- Set appropriate priority levels
- Choose suitable execution types
Monitoring
- Regularly check execution history
- Review failed tasks for issues
- Monitor resource usage
- Track completion rates
Scheduling
- Schedule resource-intensive tasks during off-peak hours
- Use recurring tasks for routine operations
- Set realistic time expectations
- Consider time zones for scheduled tasks
Performance
- Use filters to narrow large task lists
- Archive or delete completed tasks periodically
- Monitor execution times for optimization
- Review and update task configurations regularly
Troubleshooting
Task Won’t Execute
- Verify AI employee is available
- Check task configuration is complete
- Ensure required integrations are connected
- Review execution history for error messages
Missing Tasks
- Clear all filters to view complete list
- Check search query is not filtering results
- Verify you’re viewing correct workspace
- Refresh the task list
Slow Performance
- Reduce number of tasks displayed per page
- Use filters to narrow results
- Clear browser cache
- Check network connection
Next Steps
- Learn how to create your first task
- Explore AI Agents to assign tasks
- Discover Workflows for complex processes
- Review Chat for interactive task management