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Run a project setup agent task

Use the agent task execution modal to submit required information, monitor task progress, respond to follow-up questions and review final results for a project setup task.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task execution modal​

From the project setup area, select the relevant agent task to run. The agent task execution modal opens, showing the task name, a brief description, any indicated IU cost, and the initial input form fields the agent requires to start.

Open the agent task execution modal

Step 2: Provide the initial task input​

Complete the dynamic input fields shown in the modal, such as text boxes, dropdowns or other requested details. As you type, the form validates your input; adjust any highlighted fields until all required information is correctly provided.

Provide the initial task input

Step 3: Start the agent task​

Select the primary action button (for example, Run task or Start) to submit the form. The modal switches to a progress view, displaying animated step indicators that show each stage of the agent’s workflow as it runs.

Start the agent task

Step 4: Monitor task progress and status​

Watch the progress view as the agent processes your request. The step indicators update from pending to in progress and completed, and a loader icon appears while work is ongoing. If the task pauses or encounters an issue, a status message explains what is happening.

Monitor task progress and status

Step 5: Respond to any follow-up questions​

If the agent requires more information, the modal displays additional dynamic input fields and a clear prompt describing what is needed. Enter the requested details and submit them to allow the agent to continue with the next steps of the task.

Respond to any follow-up questions

Step 6: Review task results​

When the task completes, the modal switches to a completion view showing a success indicator, summary text and any generated outputs or key findings. You can follow provided links or open related documents if they are shown in the results area.

Review task results

Step 7: Retry or close the modal if needed​

If the task fails or only partially completes, use the Retry button to run it again with the current or updated inputs. When you have finished reviewing the outcome, close the modal using the Close or X control to return to your project setup view.

Retry or close the modal if needed

Last updated: 2026-02-10