Tasks
AI Agent Management > Tasks
Overview
A Task is a Form assigned to a user by an AI Workflow, using the Assign Form action. The flow can wait for the Task with the Wait for Task action and continue once it's completed.
In this section, the user will only see all the tasks assigned to them. The Task will be eliminated from this section after completion.
Getting Started
Who can get Task assigned?
Any user with the appropriate permission within the AI Agent Management module.
Completing assigned tasks
- Every time a new task is assigned to you, a Task will appear in your Tasks section and a Notification email will be sent to you.
- The status of the task will be “Waiting”
- To complete the assignment, click on the task name.
- A form will be displayed.
- Complete and submit the form.
- A notification email will be sent confirming that the task has been completed.
When an AI Workflow is triggered via a Public Form, regardless of whether or not the flow involves any Forms in its furthers steps, a Task will not be created for the initial Form that triggered the flow.
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