Creating Tasks

How to create new tasks

Creating New Tasks

You can create new tasks from the Task Management screen.

Task Creation Steps

1. Open Task Management Screen

   Select “Tasks” from the side menu.

2. Click 'New' Button

   Click the “New” button at the top of the screen.

3. Enter Task Settings

   Enter the required information on the task creation screen.

4. Save

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

Task Settings

Specifying the Agent

Select the agent to execute for the task.

1. Click Agent Selection Field

   Click the “Select Agent” dropdown.

2. Select Agent

   Select the agent to use from the list. Published agents are displayed.

When you select an agent, its description and the connectors it uses are displayed.

Task Name

Enter a name to identify the task.

Example: Weekly Sales Report Creation
Example: Daily Sales Aggregation
Example: Month-end Inventory Check

Using descriptive names makes it easier to manage tasks in the list.

Initial Input

Enter the message to send to the agent first. When the task executes, this message is sent to the agent.

Example: Please aggregate this week's deal data and create a weekly report.
Example: Please analyze yesterday's sales data and report any anomalies.
Example: Please create a list of products with inventory below 10 units.

Include specific instructions needed for the agent to process in the initial input.

Execution Time

Set the date and time to execute the task.

Execution time settings are explained in detail in Scheduled Execution.

Save Options

There are two ways to save tasks:

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

Save with Schedule

If you want to specify the execution time and save, set the execution time first then click “Set Schedule”.

• The task is saved in “Scheduled” state
• It will be automatically executed at the specified time
• For more details, see Scheduled Execution

Input Validation

When creating a task, the following validations are performed:

Field	Validation
Agent	Is one selected?
Task Name	Is it entered?
Initial Input	Is it entered?
Execution Time	When saving with schedule, is it a valid date/time?

If there are validation errors, error messages are displayed.

Troubleshooting

Cannot select agent

• Only published agents can be selected
• Check the publication status in the agent list

Save fails

• Verify all required fields are filled in
• Check your network connection