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Run an agent-assisted project setup task

Use the Agent Task Execution modal to submit inputs, monitor progress, respond to follow-up questions, and review results for an automated project setup task.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task from project setup​

Open the agent task from the project setup area, then choose the task you want the agent to run so that its execution modal appears.

Open the agent task from project setup

Step 2: Review the task details and estimated cost​

In the modal header, check the task title, description, and any information badges, including the estimated IU cost, before you proceed.

Review the task details and estimated cost

Step 3: Complete the initial input form​

Fill in all required fields in the initial form, including text, options, and any conditional fields that appear, then correct any validation errors highlighted by the form.

Complete the initial input form

Step 4: Adjust processing options if available​

If the task offers processing options, such as toggles or advanced settings, review and update them to match how you want the agent to run the task.

Adjust processing options if available

Step 5: Choose notification preferences​

Use the task completion notification opt-in panel to choose whether you want to be notified when the agent completes the task, then confirm your preference.

Choose notification preferences

Step 6: Start the agent task​

Select the button to run the task, confirm any prompts, and keep the modal open while the system validates your inputs and begins processing.

Start the agent task

Step 7: Monitor live progress and steps​

Watch the progress indicators and step list as the agent executes each part of the task, noting any status changes, warnings, or errors.

Monitor live progress and steps

Step 8: Provide additional input when requested​

If the agent pauses to request more details, complete the follow-up input fields shown in the modal and submit them so the task can continue.

Provide additional input when requested

Step 9: Review completion summary and outputs​

When the task completes, review the summary, read the generated content or recommendations, and use any available buttons to open related resources in a new tab.

Review completion summary and outputs

Step 10: Download or schedule follow-up actions​

If download or scheduling options are available, download the output files or open the schedule wizard to turn the agent’s outcome into a recurring or one-off scheduled task.

Download or schedule follow-up actions

Step 11: Retry or close the task modal​

If the task fails, use the retry option to run it again after adjusting inputs, or close the modal once you are satisfied with the completed results.

Retry or close the task modal

Last updated: 2026-07-11