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Run an agent-assisted project setup task

Use the agent task modal to provide inputs, monitor automated progress, respond to follow-up questions, and review final results for a 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; the Agent Task Execution modal opens showing an overview of the task, its estimated IU cost, and any required inputs.

Open the agent task execution modal

Step 2: Complete the initial task input form

Fill in all visible fields in the form, providing the information the agent needs to run the task; conditional fields will appear or hide automatically as you update values.

Complete the initial task input form

Step 3: Review IU cost and submit the task

Check the IU cost badge for the estimated credit usage, then select the submit button to start the automated task execution using your current organisation and project context.

Review IU cost and submit the task

Step 4: Track progress in the execution view

Watch the animated step indicators and progress wizard as the agent works through each stage; if any step fails, a clear warning or error message is shown with a friendly explanation.

Track progress in the execution view

Step 5: Respond to additional input requests

When the agent pauses to request more information, complete the dynamic input fields presented, then submit your responses so the task can continue.

Respond to additional input requests

Step 6: Enable completion notifications

If offered, use the task completion notification opt-in panel to choose whether you want to be notified when long-running tasks finish.

Enable completion notifications

Step 7: Review final results and outputs

When the task completes, review the markdown-formatted results, any generated files or links, and the final step indicators to understand what the agent has done.

Review final results and outputs

Step 8: Retry or close the task modal

If the task failed or needs to be run again, choose the retry option to submit it once more; when you are finished reviewing, close the modal to return to project setup.

Retry or close the task modal


Last updated: 2026-06-28