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Run a project setup agent task

Use the agent task execution modal to start, monitor, and complete an automated project setup task, including providing any additional inputs the agent requests.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the agent task execution modal​

Trigger the agent task execution from the relevant project setup area (for example, by selecting an automated setup option). The Agent Task Execution modal opens, showing the task name, a brief description, and any estimated IU cost.

Open the agent task execution modal

Step 2: Enter the initial task inputs​

In the initial form view, complete all required input fields shown by the dynamic input controls (such as text fields, dropdowns, or file references). Review your entries, then select the button to start the agent task.

Enter the initial task inputs

Step 3: Start the agent task and view progress​

After submitting the form, the modal switches to a progress view with animated step indicators. Watch the task progress through its defined steps, with the current step highlighted and a loader icon showing that processing is in progress.

Start the agent task and view progress

Step 4: Provide additional information when requested​

If the agent pauses and requests more information, the modal displays a user input section with one or more dynamic fields. Enter the requested details and submit them so the agent can continue the task.

Provide additional information when requested

Step 5: Review task completion details​

When the task finishes successfully, the modal displays a completion view with a success indicator, a summary of what was done, and any generated outputs or links (such as documents or configuration details).

Review task completion details

Step 6: Handle task errors or retries​

If the task fails or cannot complete, the modal highlights the error state with an alert indicator and an explanation. Use the retry option to run the task again after adjusting your inputs, or close the modal if you prefer not to retry.

Handle task errors or retries

Step 7: Close the modal and continue working​

Once you have finished reviewing results or handling any issues, close the Agent Task Execution modal to return to the main project setup screen and continue with the rest of your configuration tasks.

Close the modal and continue working

Last updated: 2026-02-04