Agents and channels
Tasks and activity
What a task is, the statuses it moves through, and where to find every task in the workspace.
A task is one piece of work the team is doing for you: a run of a channel's playbook or of an automation. Wherever a task appears, it carries the same status and opens the same run view.
Where tasks appear
- The channel timeline, as it happens.
- Recent in the sidebar, next to your chats.
- Chats, under the Tasks filter, next to your conversations.
- Activity in the sidebar: every task across your automations, with filters for time, status and automation, and a search box.
- An automation's Overview tab, where each run is an item with fields. See Runs and the overview.
Statuses
| Status | Meaning |
|---|---|
| Queued | Accepted, waiting to start. |
| Running | In progress. The step line says what is happening. |
| Needs input | Parked on a question for a person. Answer it and the task continues. |
| Done | Finished successfully. |
| Failed | Stopped on an error. The trace shows where. |
| Cancelled | Stopped by a person. |
A task can also carry a review state: Needs review, Approved or Rejected. A task needs attention when it is waiting for input, failed, or needs review.
Answering a question
When a task parks, the question shows as a card in the channel, in the chat that started it, and in the run view. Cards with options render them as choices; Something else lets you type. On the phone, a push notification tells you a run is waiting when notifications are on in your account.
If an automation has a Slack or WhatsApp escalation door, the same question is posted there as a card with buttons, and the answer can be given from there. See WhatsApp, Slack, Telegram and Teams.
The run view
Open any task to see:
- Outcome: a short summary of what was done.
- Fields: the structured values the run produced, as configured on the automation.
- Files: deliverables with Preview and Download. Images and PDFs preview in the run panel; in a channel, Word documents preview too.
- Steps: the plan with each step's state and timing.
- Trace: every tool call and message, for when you want to know exactly what happened.
- Assignee and the review actions.
Deleting a task
From the channel side panel choose Delete this task. The deliverables it produced are removed with it.