> ## Documentation Index
> Fetch the complete documentation index at: https://pulze.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks Overview

> Automate and schedule AI workflows

## Overview

Tasks in Pulze allow you to automate and schedule AI workflows. You can create recurring or one-time tasks that execute AI conversations automatically, enabling hands-free operation of your AI assistants for routine activities.

## Accessing Tasks

Navigate to the Tasks section from the main menu to view, create, and manage all your organization's automated tasks.

## What Are Tasks?

Tasks are scheduled AI conversations that run automatically:

* Execute conversations with AI assistants on a schedule
* Automate repetitive workflows
* Run analyses or reports at specific times
* Integrate with other systems through scheduled interactions

## Task Management Interface

The Tasks page displays:

* **Name** - Descriptive task name
* **Space** - Associated space logo
* **Creator** - User who created the task with avatar
* **Next Run** - Scheduled date and time for next execution
* **Type** - Schedule type (One-time, Daily, Weekly, Monthly, Custom)
* **Status** - Current task status (Active, Paused, Completed, Deleted)

## Task Components

### Task Information

Each task includes:

* **Name and Description** - What the task does
* **Space Association** - Which space it runs in
* **Schedule Configuration** - When and how often it runs
* **Assistant Configuration** - Which AI assistant to use
* **Prompt/Input** - What to ask or process

### Task Status States

* **Active** - Task is scheduled and will run as configured
* **Paused** - Task exists but won't run until resumed
* **Completed** - One-time task that has finished
* **Deleted** - Task has been removed (shown temporarily in list)

## Schedule Types

Tasks support various scheduling patterns:

### One-time

* Runs once at a specific date and time
* Useful for deadline-driven tasks
* Automatically completes after execution

### Daily

* Runs every day at a specified time
* Ideal for daily reports or checks
* Consistent daily automation

### Weekly

* Runs on specific days of the week
* Configure which days to run
* Perfect for weekly summaries

### Monthly

* Runs on specific days of the month
* Configure date(s) within the month
* Great for monthly reporting

### Custom (Cron)

* Advanced scheduling with cron expressions
* Maximum flexibility
* For complex scheduling needs

## Creating Tasks

### Basic Steps

1. Click **"Add task"** button
2. Provide a task name and description
3. Select the space to run in
4. Choose the assistant to use
5. Configure the schedule type
6. Set the schedule details (time, dates, etc.)
7. Define the prompt or input
8. Save the task

### Task Configuration

When creating a task, configure:

* **Task Details** - Name and description
* **Space** - Where the task will run
* **Assistant** - Which AI assistant to use
* **Schedule** - When and how often to run
* **Input** - What prompt or data to process

## Managing Tasks

### Viewing Task Details

Click on any task to view:

* Full task configuration
* Execution history
* Next scheduled run
* Associated conversations
* Task outputs and results

### Task Actions

Use the menu icon (⋮) to:

* **Edit** - Modify task configuration
* **Pause/Resume** - Control task execution
* **Run Now** - Execute task immediately
* **View History** - See past executions
* **Delete** - Remove the task

### Editing Tasks

1. Click the menu icon (⋮) on the task
2. Select **"Edit"**
3. Modify any configuration
4. Save your changes
5. Updated schedule takes effect immediately

### Deleting Tasks

1. Click the menu icon (⋮)
2. Select **"Delete"**
3. Confirm the deletion
4. Task is marked as deleted and stops running

## Search and Filtering

### Search

Search tasks by:

* Task name
* Description
* Creator name
* Real-time results as you type

### Filters

**Schedule Type Filter:**

* All schedule types
* One-time
* Daily
* Weekly
* Monthly
* Custom/Cron

**Status Filter:**

* All statuses
* Active
* Paused
* Completed
* Deleted

**Space Filter:**

* All spaces
* Specific spaces
* Multiple space selection

### Sorting

Sort tasks by:

* Name
* Next run date
* Creation date
* Status

## Pagination

For organizations with many tasks:

* Navigate through pages
* Adjust items per page
* View total task count

## Use Cases

### Daily Reports

Create a task that:

* Runs every morning at 8 AM
* Uses a reporting assistant
* Summarizes yesterday's metrics
* Posts results to a channel

### Weekly Summaries

Configure a task to:

* Run every Monday morning
* Compile weekly activity
* Generate insights
* Email summary to stakeholders

### Content Generation

Set up tasks for:

* Regular blog post creation
* Social media content
* Newsletter generation
* Marketing material drafts

### Data Processing

Automate:

* Regular data analysis
* Trend identification
* Anomaly detection
* Report generation

### Monitoring & Alerts

Create tasks that:

* Check system status
* Monitor metrics
* Alert on thresholds
* Generate status reports

## Task Execution

### How Tasks Run

1. Task reaches scheduled time
2. System creates a conversation in the associated space
3. AI assistant processes the configured input
4. Results are stored in the conversation
5. Task updates next run time (if recurring)

### Viewing Results

Task outputs are available:

* In the associated space's conversations
* Through the task's execution history
* Via the task details panel

### Execution History

View past runs:

* Execution timestamps
* Success/failure status
* Generated conversations
* Any errors or issues

## Best Practices

<Tip>
  **Clear naming**: Use descriptive names that explain what the task does and when it runs.
</Tip>

<Tip>
  **Test first**: Create a one-time task to test your configuration before setting up recurring schedules.
</Tip>

<Tip>
  **Monitor regularly**: Check task execution history to ensure tasks are running as expected.
</Tip>

<Tip>
  **Document purpose**: Use task descriptions to explain why the task exists and what it accomplishes.
</Tip>

<Warning>
  Tasks consume API credits when they run. Monitor your usage to avoid unexpected costs with frequently running tasks.
</Warning>

## Troubleshooting

### Task Not Running

If a task doesn't execute:

1. Check task status is "Active"
2. Verify next run time is in the future
3. Ensure space and assistant still exist
4. Check organization subscription status

### Unexpected Results

If task output is wrong:

1. Review the prompt/input configuration
2. Check assistant settings
3. Test manually in a conversation
4. Adjust and update task settings

## Permission Requirements

<Info>
  Creating and managing tasks requires appropriate permissions in the organization and associated space.
</Info>

<CardGroup cols={2}>
  <Card title="Scheduling" icon="calendar" href="/pulze/tasks/scheduling">
    Configure task schedules
  </Card>

  <Card title="Monitoring" icon="chart-line" href="/pulze/tasks/monitoring">
    Monitor task execution
  </Card>

  <Card title="Back to Guide" icon="compass" href="/pulze/navigate-pulze">
    Return to Pulze Guide
  </Card>
</CardGroup>