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Run an agent-assisted project setup task

Use the Agent Task Execution modal to provide inputs, monitor progress, and review results for automated project setup tasks.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task execution modal​

From your project setup area, select the relevant agent task and choose the option to run it, which opens the Agent Task Execution modal with an overview of what will be automated.

Open the agent task execution modal

Step 2: Review task details and estimated usage​

Read the task description, any warnings or notes, and check the IU cost badge to understand the expected usage before proceeding.

Review task details and estimated usage

Step 3: Provide initial task inputs​

Fill in the dynamic input fields requested by the agent, such as text, selections, or file-related details; mandatory fields must be completed before you can continue.

Provide initial task inputs

Step 4: Adjust advanced field labels and settings (if available)​

For tasks that support custom labels or advanced options, update field labels and toggle any processing options to match how you want the agent to handle your project data.

Adjust advanced field labels and settings (if available)

Step 5: Start the agent task​

Confirm your inputs and click the action button to launch the agent; the modal switches to a progress view with animated step indicators showing each phase of the task.

Start the agent task

Step 6: Respond to any follow-up input requests​

If the agent pauses for clarification or extra data, enter the requested information into the follow-up fields and submit so the task can continue.

Respond to any follow-up input requests

Step 7: Monitor task progress​

Watch the progress indicators and status messages as each step runs; the wizard bar and icons update to show which stages are pending, in progress, or complete.

Monitor task progress

Step 8: Handle errors or retry the task (if needed)​

If a step fails, review the friendly error message, adjust your inputs if required, and use the retry controls in the modal to run the task again.

Handle errors or retry the task (if needed)

Step 9: Enable completion notifications​

Use the notification opt-in panel to choose whether you want to be notified when the agent finishes, which is especially useful for longer-running tasks.

Enable completion notifications

Step 10: Review and download task results​

When the task completes, review the markdown-formatted output, open any linked documents, and download files or summaries provided by the agent.

Review and download task results

Step 11: Schedule recurring runs of the task​

If supported for this task, open the schedule wizard from the completion view to set up a recurring schedule that automatically re-runs the agent task with your chosen preferences.

Schedule recurring runs of the task

Step 12: Close the modal and continue setup​

When you are satisfied with the results, close the Agent Task Execution modal and continue with the rest of your project setup workflow.

Close the modal and continue setup

Last updated: 2026-08-31