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Run a dynamic agent task

Use the Dynamic Agent Tasks panel to configure inputs and run an AI agent task for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Dynamic Agent Tasks panel​

Navigate to the agent view for your chosen project and open the Dynamic Agent Tasks panel to see the available tasks for that agent.

Open the Dynamic Agent Tasks panel

Step 2: Choose a task to run​

Use the searchable task list to select the task you want the agent to perform; you can search by name or scroll through the available options.

Choose a task to run

Step 3: Review task details and cost​

Check the task description, expected outputs, and any IU cost or early access badges so you understand what will be executed.

Review task details and cost

Step 4: Fill in required input fields​

Complete the dynamic input fields shown for the selected task, including text, options, report references, and date or number fields as required.

Fill in required input fields

Step 5: Search for dynamic options​

For fields that support dynamic option search, start typing to search and select from matching project items, reports, or other resources.

Search for dynamic options

Step 6: Attach reports when required​

Use the report picker fields to search and attach one or more existing reports from the current project so the agent can use them as context.

Attach reports when required

Step 7: Upload supporting files​

For file upload fields, drag and drop files into the upload area or browse from your device, then confirm that the selected files are listed correctly.

Upload supporting files

Step 8: Adjust optional settings​

Review and update any optional parameters or toggles in the form, using default values where provided or clearing them if they are not needed.

Adjust optional settings

Step 9: Start the task​

Click the run or start button to submit your inputs; the panel will validate required fields and then trigger the agent task with the configured parameters.

Start the task

Step 10: Monitor task execution status​

Watch the status indicators and progress messages in the panel as the task runs, including any loading spinners or success and error alerts.

Monitor task execution status

Step 11: Review generated results​

Once complete, review the task execution result displayed in the panel, including summaries, links to generated reports, or any output files.

Review generated results

Step 12: Copy or reuse task configuration​

Use any available copy or edit controls to duplicate task inputs for later runs or refine the configuration based on the results you received.

Copy or reuse task configuration

Last updated: 2026-07-30