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Create or edit an agent task

Use the task creator dialog to define or update an AI agent task, including its name, description, categories, and input/output structure.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task creator​

From the agent view, open the task creator dialog to start defining a new task or editing an existing one; the dialog will appear over the current page.

Open the agent task creator

Step 2: Review or adjust task details​

In the task builder area, review or enter the task name, description, category, icon, and any example configurations so the agent understands what the task should do.

Review or adjust task details

Step 3: Define inputs and outputs​

Configure the input and output schemas in the builder so that the task clearly specifies what information it requires and what it will return when executed.

Define inputs and outputs

Step 4: Save the task​

Select the option to save; the system will validate your changes, update the existing task or create a new one for the selected agent, and then close or minimise the dialog.

Save the task

Step 5: Close or minimise the dialog​

When you have finished, close or minimise the dialog using the controls in the header to return to the main agent view.

Close or minimise the dialog

Last updated: 2026-01-01