Agent Tasks

The agent’s kanban board: you add a task, the agent picks it up. How to enable the board, what the eight columns mean, and how to create cards.

You can assign tasks in chat, but then they exist only in the conversation: it’s hard to tell what the agent picked up, what’s stuck, and what’s done. The task board is a shared to-do list where each task is a card and you can see which stage it’s in.

Enable the board

The board is off by default — the Tasks tab shows an Enable board button.

The platform warns you that the agent needs to restart: chats, automations, and connected channels will be interrupted for about a minute.

Right after you enable it, the board may show “Couldn’t load the task list” — the container is still restarting. Wait 15–20 seconds and click Retry.

Columns

Eight columns, left to right, trace a task’s path from idea to result.

Column	What’s in it
Triage	The task is recorded but not yet defined as work
Queued	Triaged and waiting its turn
Waiting	Blocked: missing access, data, or your reply
Ready	Can be picked up
In progress	The agent is working on it right now
In review	There’s a result, and it needs your eyes
Stuck	The agent couldn’t finish — open the card to see why
Done	Closed

The Dispatch button in the top right moves queued tasks into work in bulk — this is your “go ahead” command.

The Columns / List toggle switches the board view, and the Hide empty columns checkbox removes clutter: with only two or three tasks, eight columns just get in the way.

New task

Click + Card in the top right, or + in the header of the column you want.

Field	What to enter
What needs to be done	The task title in one line, as in a to-do list
Details	Optional, but this is where the agent learns what counts as a finished result
Priority	Defaults to “Normal”
Labels	Comma-separated: website, urgent. You can filter the board by them later
Column	Where to put the card. If you don’t pick one, it goes to the default column

Phrase the task as an outcome, not a direction: “put July expenses into a spreadsheet by category and send me the file” instead of “sort out the expenses.”

How it works

The board doesn’t run the agent by itself — it gives the agent a queue to pull work from.

1. You add a card

   From the Agent Workspace or right from chat: ask the agent to create a task, and it will make the card itself.

2. You dispatch it

   Click Dispatch or move the card to Ready.

3. The agent picks it up and does it

   The card moves to In progress, and the result goes to In review.

4. You review

   If you accept it, close the card. If the agent couldn’t finish, the card ends up in Stuck with the reason.

FAQ

Tasks sit in the queue and the agent doesn't pick them up

Queued tasks don’t move into work on their own — click Dispatch or drag the card to Ready. If nothing happens after that, check the container status: the green dot next to the agent’s name.

A card is stuck — where's the reason?

Open the card in the Stuck column: the agent writes down where it stopped. Most often it’s missing access, or the description leaves out the key thing — what counts as a finished result.

The agent reported “done,” but there's no result

This happens: the agent may report success after completing only part of the work. Verify the actual result — the file, the email, the row in the spreadsheet. Learn more in Where the agent breaks.

The board disappeared after a restart

Wait half a minute and click Retry: the task list is unavailable while the container is starting up. If that doesn’t help, go to Settings → Management → Diagnostics.

How is the board different from the schedule?

The board holds one-off tasks you add by hand. The Schedule holds recurring jobs the agent runs on its own at set times.

What’s next

Schedule

Jobs the agent runs on its own at set times

Connect

Assign tasks and get reports from your phone

Team

Different personas for different kinds of tasks

Where the agent breaks

Why you should verify the actual result