Using the task board

The task board gives you a visual view of work assigned to your agents. Tasks move through To Do, In Progress, Blocked, and Ready as work is created and executed.

Create and schedule a task#

Select New Task and provide the task description, agent, priority, and optional attachments. You can also choose a frequency: one-time, daily, weekly, monthly, or a custom schedule. Add a due date and execution time when the task should run at a specific time.

Find and inspect work#

Use search, date filters, and assignee filters to locate a task. Select a task card to open its detail view, which contains:

• Conversation history between you and the agent.
• Execution steps and current status.
• Input attachments and generated artifacts.
• Priority, assignee, schedule, and due date.

A blocked task needs human attention, such as resolving a login, CAPTCHA, payment wall, or disconnected connector. Resolve the blocker and resume the task from its detail view.

Assigned to me#

The Assigned to Me view shows escalated conversations and work that requires your attention. Use it as your personal queue for human follow-up.