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Creating New Tasks

You can create new tasks from the Task Management screen.

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Task Creation Steps

1

Open Task Management Screen

Select “Tasks” from the side menu.
2

Click 'Add Task' Button

Click the “Add Task” button at the top of the screen. The “Add New Task” dialog opens.
3

Enter Task Settings

Enter the required information in the dialog.
4

Save

Click “Save as Draft” or “Save & Schedule”.

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Task Settings

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Specifying the Agent

Select the agent to execute for the task.
1

Click Agent Selection Field

Click the “Agent” dropdown (“Select Agent”).
2

Select Agent

Select the agent to use from the list. The agents of the current workspace are displayed.

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Task Name

Enter a name to identify the task.
Using descriptive names makes it easier to manage tasks in the list.

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Initial User Input (Optional)

Enter the message to send to the agent first. When the task executes, this message is sent to the agent.
Include specific instructions needed for the agent to process in the initial input.

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Schedule

Set when the task runs. You can describe the schedule in natural language (for example “Every day at 9 AM”) and click “Parse natural language”, or fill in the cron fields (Minutes, Hours, Months, Days of the month, Days of the week) directly. Select the “Timezone” and check the “Next run” preview. Schedule settings are explained in detail in Scheduled Execution.

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Save Options

There are two ways to save tasks:

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Save as Draft

If you want to set the schedule later, click “Save as Draft”.
  • The task is saved in “Draft” state
  • You can set the schedule later
  • For more details, see Draft Management

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Save with Schedule

If you want the task to run on its schedule, set the schedule first then click “Save & Schedule”.
  • The task is saved in “Scheduled” state
  • It will be automatically executed according to the schedule
  • For more details, see Scheduled Execution

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Input Validation

When creating a task, the following validations are performed: The save buttons stay disabled until the validation passes.

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Troubleshooting

  • Only agents of the current workspace are listed
  • Create the agent first if it does not exist yet
  • Verify all required fields are filled in
  • Check your network connection