Agent Tasks

Hand a piece of work to your agent and let it run in the background — once, or on a schedule.

Agent Tasks turns a request into a long-running, self-driving job your AI agent works through step by step. Anyone who wants real work done — a report compiled, records tidied, a routine run every morning — reaches for it.

What you can do

• Create background tasks from a plain-English brief and watch them run, pause, or be cancelled.
• Follow a task step by step, seeing what's pending, running, completed or failed.
• Organise work on a task board — move cards between columns, tick off checklists, and link related records.
• Rerun, revert to draft, or copy a finished task as the starting point for the next one.
• Save a task as a template and spin up new tasks from it in seconds.
• Schedule recurring tasks (daily, weekly, on a cron) and review their run history and cost.
• Share a task with a colleague so the whole team can see progress.

How to use it

An administrator switches Agent Tasks on from Settings → Apps. Once enabled, it appears in your main navigation.

Start by describing the outcome you want — "draft a weekly sales summary and email it to me". Your agent breaks the request into steps and works through them, and you can step in at any point to pause, adjust the instructions, or skip a step. For work that should repeat, set it on a schedule and let it run unattended, then check the history to confirm each run finished cleanly and see what it cost.

Working with your agent

The task is the delegation — you describe the result and the agent does the work, reporting back as each step completes.

You:    "Every Monday at 8am, pull last week's new contacts and email me a summary"
Agent:  Creates a scheduled task that runs weekly and emails you the recap.

How it fits

Tasks draw on the rest of your workspace — they read Contacts, send through your Inbox, and call any app you've enabled. They pair naturally with Listeners, which can kick off a task automatically when something happens, and your agent can create and run them on your behalf.

Tip. Save your best one-off task as a template — the next time you need it, it's a single prompt away.