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Manage dynamic agent tasks

Use the Dynamic Agent Tasks panel to create, configure, and launch reusable tasks for an AI agent within a selected project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Dynamic Agent Tasks panel​

Navigate to the agent workspace and open the Dynamic Agent Tasks panel for the agent you want to configure; the panel lists all existing tasks associated with that agent.

Open the Dynamic Agent Tasks panel

Step 2: Search for an existing task​

Use the search box at the top of the panel to filter the list of tasks by name or description, helping you quickly locate the task you want to run or edit.

Search for an existing task

Step 3: Review task details and cost​

Select a task in the list to view its key details, including a short description and any displayed IU cost badge that indicates the estimated resource usage for running the task.

Review task details and cost

Step 4: Create a new task​

Click the plus button to open the task creator dialog, then define the task’s name, description, and configuration before saving it so it appears in the task list.

Create a new task

Step 5: Edit an existing task​

Click the pencil icon next to a task to open it in the task builder; adjust the task configuration and inputs as needed, then save your changes to update the task.

Edit an existing task

Step 6: Duplicate an existing task​

Use the duplicate icon on a task to create a copy with the same configuration; rename and adjust the duplicated task so you can reuse a proven setup with minimal changes.

Duplicate an existing task

Step 7: Provide task input values​

When you select a task to run, complete the form fields shown, such as text inputs, selectable options, document pickers, report pickers, or file uploads, so the agent has all necessary information.

Provide task input values

Step 8: Upload supporting files​

For file upload fields, drag and drop files into the upload area or use the upload button to select files from your computer; remove or clear files if you add the wrong ones.

Upload supporting files

Step 9: Choose documents from the project​

In document picker fields, open the document selector, search or browse available project documents, and select one or more documents to associate with the task.

Choose documents from the project

Step 10: Select reports to use as inputs​

In report picker fields, open the report selector to browse existing project reports, then choose the relevant reports that the agent should reference when executing the task.

Select reports to use as inputs

Step 11: Start the task execution​

After filling in all required inputs, click the run or start button; the panel will show a loading indicator while the backend execution starts and the agent begins processing the task.

Start the task execution

Step 12: Monitor task status and outcomes​

Watch the status indicators and any success or error icons in the panel; if the task completes successfully, review any links to generated reports or documents, or address errors as indicated by warning messages.

Monitor task status and outcomes

Last updated: 2026-01-14