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Run an automated project setup task

Use the Agent Task Execution modal to provide task inputs, monitor progress, respond to follow-up questions, and review the completed results.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task execution modal​

Open the project setup area and select the relevant automated agent task to launch the Agent Task Execution modal.

Open the agent task execution modal

Step 2: Review task details and estimated IU cost​

In the modal header, review the task title, description, and the IU cost badge so you understand what the agent will do and how many interaction units it will use.

Review task details and estimated IU cost

Step 3: Complete the initial input form​

Fill in the dynamic input fields requested by the task, such as text, selections or document details, ensuring all required fields are completed before continuing.

Complete the initial input form

Step 4: Navigate between wizard steps​

Use the Next and Back buttons, along with the wizard progress indicator, to move between steps and confirm you have provided all necessary information.

Navigate between wizard steps

Step 5: Review your inputs before submission​

On the review step, check the summary of all visible fields and confirm that the values are correct, updating any fields if changes are needed.

Review your inputs before submission

Step 6: Submit the task to the agent​

Click the button to start the agent task; the modal will transition from the form view into a progress view while the agent processes your request.

Submit the task to the agent

Step 7: Monitor agent progress and status​

Watch the animated step indicators and status messages as the agent executes each part of the task, and wait for the progress to reach completion.

Monitor agent progress and status

Step 8: Provide additional input if requested​

If the agent requests more information, respond in the inline input fields that appear, then submit your answers so the agent can continue.

Provide additional input if requested

Step 9: Review the task results​

Once the task completes, review the output in the completion view, including any generated content, summaries, or status messages.

Review the task results

Use the buttons or links in the results view to open related documents, follow external links, or download any available output files.

Open related documents or download outputs

Step 11: Rerun or close the task​

If needed, choose to rerun the agent task with updated inputs, or close the modal using the close control when you are finished.

Rerun or close the task

Last updated: 2026-06-16