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Create and run dynamic agent tasks

Use the Dynamic Agent Tasks panel to configure, duplicate and run AI-powered tasks, including uploading files and selecting project documents as inputs.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Dynamic Agent Tasks panel​

Navigate to the agent’s page and open the Dynamic Agent Tasks panel to view all available tasks for the selected agent, including any pre-configured templates.

Open the Dynamic Agent Tasks panel

Step 2: Choose or search for a task​

Browse the list of tasks, use the search box to filter by name or purpose, and click on a task to load its input form and details.

Choose or search for a task

Step 3: Configure task inputs​

Fill in all required input fields shown for the selected task, such as text fields, options, and document selectors, ensuring there are no empty required values before running the task.

Configure task inputs

Step 4: Upload files for file input fields​

For any file upload fields, drag and drop a file into the upload area or use the upload button to select a file from your computer, then confirm it is attached correctly or clear and reselect if needed.

Upload files for file input fields

Step 5: Select existing project documents​

For document picker fields, open the document selection area, filter or scroll through available project documents loaded via the Documents library, and choose the documents to associate with the task.

Select existing project documents

Step 6: Create a new custom task​

Open the task creator dialog, define a new task using the builder (including name, description and input fields), and save it so it appears in the Dynamic Agent Tasks list.

Create a new custom task

Step 7: Edit an existing task definition​

Use the edit option next to an existing task to open it in the task creator dialog, adjust its configuration (such as fields or descriptions), and save your changes.

Edit an existing task definition

Step 8: Duplicate a task as a new template​

Click the duplicate option on a task to create a copy, then adjust the name and configuration so you can reuse or slightly modify complex task setups without starting from scratch.

Duplicate a task as a new template

Step 9: Start the task and monitor its status​

Submit the task form to start execution; the panel shows loading and status indicators as the backend execution starts, and you can review success or error messages when the task completes.

Start the task and monitor its status

Last updated: 2026-01-11