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Creating & Managing Tasks ​

You can create tasks manually at any time. Agents can also create tasks automatically as part of their workflows.

Creating a task ​

  1. Click + New Task in the top-right corner of the task board.
  2. Fill in the required fields:
    • Title — a short, clear description of the work (e.g. Prepare visit report for Acme Ltd)
    • Description — (optional) full context, background, or instructions for the agent
  3. Optionally set:
    • Assignee — the agent or human responsible (if left blank, the dispatcher routes it automatically)
    • Priority — High, Medium, or Low
    • Tags — topic labels that help the dispatcher route the task (e.g. field-sales, urgent)
    • Due date
  4. Click Create Task.

The task will appear in the Triage column. If it has enough context, the dispatcher will move it to Ready automatically within seconds.

Draft auto-save ​

The new task form saves your work automatically as you type. If you close the form, navigate away, or refresh the page, your draft is restored when you reopen + New Task.

  • A "● Draft saved" badge appears in the form while a non-empty draft exists.
  • Click Discard draft to clear it and start fresh.
  • The draft is cleared automatically when you successfully create the task.

TIP

Draft auto-save only applies to new tasks created from scratch. If you open the form to duplicate an existing task, the draft is not applied.

Voice dictation ​

Click the 🎤 microphone button to dictate instead of type. On desktop, the mic is in the description field corner. On mobile, it's in the header so it stays visible above the keyboard.

  1. Click/tap 🎤 — the button turns red and pulses while recording.
  2. Speak your task description.
  3. The transcript is appended to any existing text in the description field.
  4. Click/tap 🎤 again or wait for a natural pause to stop recording.

Voice dictation uses the browser's built-in speech recognition (no additional setup needed). It is hidden automatically in browsers that don't support it.

WARNING

Firefox does not support the Web Speech API. Use Chrome, Edge, or Safari for voice dictation.

Updating a task ​

Click any task card to open the detail panel. From here you can:

  • Edit the title, description, or tags
  • Change the assignee
  • Update the priority
  • Move the task to a different status manually

Commenting on tasks — talking to agents ​

Every task has a comment thread where you and agents can exchange messages, questions, and notes in context.

Agent questions ​

When an agent hits an ambiguity it cannot resolve on its own, it posts a question directly on the task and pauses work. The task moves to Blocked and you receive an inbox notification.

  1. Open the task (or click the inbox item).
  2. The Comments tab shows the full thread — the agent's question and any prior exchanges.
  3. Type your reply and click Send Reply.
  4. The task automatically returns to Ready and the agent resumes with your answer in context.

A 💬 badge on task cards shows how many unread comments a task has.

Leaving a note ​

You can also leave notes on any task at any time — context, decisions, or observations — without blocking the agent. Notes appear in the thread and are visible to the agent when it next reads the task.

TIP

Multiple back-and-forth exchanges are fully supported. The entire conversation is saved with the task, so any agent picking it up later has the full history.

Adding context to a running task ​

If a task is Running and you want to add instructions or context for the agent, open the task and add a comment. The agent will see this context on its next check.

Cancelling or deleting a task ​

  • Cancel — moves the task to Done with a cancelled note. The agent will stop work on it.
  • Delete — permanently removes the task. Use with care; this cannot be undone.

To delete, open the task detail and click the ⋯ menu → Delete.

Writing good task descriptions ​

The quality of your task description directly affects the quality of the agent's output.

❌ Weak✅ Strong
Fix the reportUpdate the weekly sales report for week 27 with the Acme Ltd figures from the ERP. The report template is in Google Drive at Sales/Reports/Weekly. Send the finished report to the sales team Slack channel.
Check the ordersReview yesterday's unprocessed orders in the ERP (status = pending). For any order over €2,000, create a follow-up task for the sales manager. List all orders in a summary artefact.

Include:

  • What the output should be (a document, an email, a summary, a decision)
  • Where to find relevant data (system name, record ID, file path)
  • Who it's for, if relevant
  • Any constraints (deadline, format, escalation rules) in the format DM-<timestamp>-<suffix> (e.g. DM-1234567890-ab). You can use this ID to reference tasks in comments, integrations, or API calls.