Tasks

Open Workspaces, choose a workspace, and select its Tasks tab to review and manage tasks created from conversations or follow-up processes. You can search tasks, open their details, change their status, and run them with an agent.

Tasks belong to a workspace, which determines the task collection and who can access it.

Task Workspaces

A workspace provides a shared context for agents, conversations, tasks, and files. It can represent personal work, a team, a process, or an integration.

Use the workspace's Settings tab to edit its metadata, access policy, and Template/Archived flags when permitted. Its default agent is created automatically; Settings does not offer a replacement picker. See Workspaces for setup and access management.

For a manual task run, check the Agent field in the task detail. It uses the task's assigned agent, or its source agent when no agent is assigned; you can choose another agent. The workspace's default agent is a separate setting and is not used as the task execution fallback.

To automate new tasks, create a workflow with a Task created trigger for the workspace. Add an Agent node when the process should call an agent, then Update task to record the result or change its status. See Task workflows.

Automatic task execution is configured through workflows. Choosing a default workspace agent does not create or activate a task workflow.

Set the workflow to Active and select Save Workflow before creating the test task. An inactive workflow will not process new tasks.

Task Overview

At the top of the Tasks tab you will find:

• search across task summaries, prompts, and source agent names,
• an Agent filter whose choices are limited to agents in the current workspace. Clear its selection to show tasks from all source agents.

Tasks appear as cards in a Kanban board. Each card shows:

• task summary,
• source agent,
• creation date.

The column identifies the task's status. Open a card to see its detail; a conversation icon is available when the task has a related execution conversation.

All four status columns remain visible even when the workspace is empty or a filter has no matches. Clear the search and Agent filter and check the workspace if an expected task is missing. The Workspace details panel summarizes completed/total tasks and counts across Todo, In progress, Review, and Done; it is separate from the filtered board.

Task Statuses

A task can be in one of these statuses:

• Todo - the task is waiting to be processed.
• In progress - the task is being worked on.
• Review - the output is waiting for review.
• Done - the task is complete.

Set the status in the task detail and select Save, or drag a card between columns. These actions require permission to edit tasks and write access to the workspace.

Detail and Run

Click a task card to open the Task Detail side panel. With edit permission and write access to the workspace, you can update:

• summary,
• status,
• prompt.

Select Save to store changes. The execution section provides an Agent selector and an Execute button when you have permission to run tasks and write access to the workspace. Check the preselected agent or choose another, then select Execute to send the prompt to that agent.

The execution section shows the latest task conversation when one is available. If the task was created from another conversation, Go to task's source conversation opens the original context. The card's conversation icon also opens an existing task execution conversation.

Editing, execution, and deletion have separate permissions. If an action is unavailable, check your workspace access and role with an administrator.

Task Lifecycle

An agent can create tasks from a conversation, and workflows or the REST API can create them for a workspace. The Tasks tab manages existing tasks. A task can keep references to:

• the workspace where it belongs,
• the assigned agent that should process it,
• the source agent that created or suggested it,
• the source conversation that contains the original context,
• the follow-up conversation created when the task is run.

This makes tasks useful for handoff: a user can identify work in chat, turn it into a task, run the task with an agent, and later inspect both the original context and the task-specific conversation.

Kanban View

Kanban view is intended for quickly working with task status. Cards can be filtered by search and source agent. Dragging a card between columns changes the task status.

To remove a task, drag its card into the Delete task zone that appears during dragging, then confirm the deletion. This requires delete permission and write access to the workspace.

Recommended Use

• Use workspaces to separate personal, team, or process tasks.
• Keep summaries short and prompts specific so the agent receives a clear assignment.
• Use Review for tasks that need human approval or additional input.
• For tasks created from chat, check the source conversation when the context is unclear.
• After running a task, open the latest task conversation to verify the actual agent output instead of relying only on task status.
• For integration-created tasks, confirm the target workspace and its Task created workflow before enabling high-volume intake.