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Accessing the Workforce Task View

To access the Workforce Task View:
  1. Navigate to the “Task” section in your selected Workforce
  2. The Task View interface will display all current and recent activities for your selected workforce

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Key Features

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Real-Time Task Monitoring

Track the status and progress of all tasks being handled by your workforce in real time. The Task View provides a comprehensive overview of:
  • Active tasks currently being processed
  • Completed tasks with timestamps and outcomes
  • Tasks awaiting approval or human intervention
  • Failed tasks that require attention

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Manual Trigger Activation

Initiate workflows directly from the Task View interface:
  1. Locate the manual trigger you want to activate
  2. Enter your message or prompt to start the workflow
  3. Submit the trigger to activate the associated agent or process
  4. Monitor the task’s progress as it moves through your workforce
This functionality allows you to test workflows, handle one-off requests, or manually start scheduled processes when needed.

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Approval Management

The Task View serves as your central hub for managing approvals within your workforce:
  1. Receive notifications when agents require approval to proceed
  2. Review the agent’s proposed actions or responses
  3. Approve, reject, or modify the agent’s work
  4. Provide additional context or instructions if needed
This approval system ensures quality control while allowing your workforce to operate autonomously when appropriate.

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Bulk task operations

Bulk task operations let you approve, reject, or rerun multiple tasks at once instead of handling them individually.

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Selecting tasks

When you open bulk mode, all tasks matching your current filter are selected by default. Refine your selection before acting:
  1. Check or uncheck individual task checkboxes to include or exclude specific tasks
  2. Click Select all to include every matching task
  3. Click Clear all to deselect everything and start fresh
Each action button displays the count of currently selected tasks so you always know the scope of the operation before committing.

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Available bulk actions

  • Approve — approves all selected tasks that are pending approval
  • Reject — rejects all selected tasks that are pending approval
  • Rerun — reruns all selected tasks from the beginning

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Confirmation modal

Before any bulk action executes, a confirmation modal appears showing a table of all selected tasks with their names and creation dates. Review the list to verify your selection, then confirm to proceed or dismiss the modal to adjust.

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When to use bulk operations

Use bulk operations when resolving a backlog of similar tasks — for example, approving a batch of routine tasks at the end of a review cycle, or rerunning a group of failed tasks after fixing an upstream issue. For tasks that need individual attention or have unique context, review them one by one to avoid unintended actions.

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Conversation History

Access complete conversation histories and task logs for comprehensive tracking:
  • View the full thread of interactions between agents and users
  • Examine decision points and tool usage throughout a task
  • Reference previous tasks for context or troubleshooting
  • Export conversation logs for reporting or analysis
Visual Data Masking can be enabled to protect sensitive information like email addresses, phone numbers, and credit card numbers in conversation histories when reviewing tasks with your team or during screen sharing.

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Task Timeline

The Task View provides a chronological timeline of all activities, giving you visibility into:
  • When tasks were initiated
  • How long each step in the process took
  • Which agents or tools were involved at each stage
  • When human intervention occurred
  • Final resolution and completion times

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Task analytics and timeline charts

The Errors, Approvals, Escalated, and To Review tabs each include a visual timeline chart of daily counts for that category. These charts let you track trends over time, spot spikes, and monitor the overall health of your workforce at a glance.

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Errors timeline chart

Shows the number of task errors per day. Use the date range filter to narrow in on a specific period and identify when error rates increased, stabilized, or resolved after a configuration change.

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Approvals timeline chart

Shows the volume of approvals requested per day. This helps you understand how much human review your workforce requires over time and whether that demand is growing or decreasing.

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Escalated timeline chart

Shows the number of escalations per day. Use the date range filter to spot escalation spikes, track whether escalations are trending up or down, and correlate changes with workflow or agent configuration adjustments.

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To review timeline chart

Shows the number of tasks awaiting review per day over the last 7 days, giving teams an at-a-glance view of review bottlenecks and approval-workflow patterns. Hover over any bar to see the task count for that day, and click a bar to filter the tasks table to that day — the chart stays in sync with existing table filters and shows an empty state when no review data is available. Use it to spot peak review periods, plan resource allocation, and monitor workload across multiple concurrent tasks.

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Working with the Task View

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Monitoring Multiple Tasks

The Task View allows you to monitor multiple concurrent tasks across your workforce:
  1. Tasks are organized chronologically with the most recent at the top
  2. Use filters to focus on specific task types, agents, or statuses
  3. Expand individual tasks to see detailed information
  4. Toggle between different workforces if you have multiple configured

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Handling Escalations

When agents escalate issues requiring human attention:
  1. You’ll receive a notification in the Task View
  2. The escalated task will be highlighted for visibility
  3. Review the agent’s reason for escalation and the current task state
  4. Provide guidance, additional information, or take over the task as needed
  5. Once resolved, the agent can continue processing or the task can be marked complete

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Approval Workflows

For tasks configured to require human approval:
  1. The agent will complete its work and submit it for review
  2. The task will appear in your approval queue within the Task View
  3. Review the agent’s work, including any generated content or proposed actions
  4. Approve the work to allow the agent to proceed or continue to the next step
  5. Reject or request modifications if changes are needed
  6. Provide feedback to help improve future performance

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Best Practices

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Organizing Your Task View

  • Use clear naming conventions for your triggers and agents to easily identify tasks
  • Configure appropriate approval thresholds to balance autonomy and oversight
  • Set up notification preferences to stay informed of critical tasks
  • Archive completed tasks regularly to maintain a clean interface

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Effective Monitoring

  • Check the Task View regularly for items requiring attention
  • Use filters to focus on high-priority tasks or specific workflows
  • Review completed tasks periodically to identify optimization opportunities
  • Monitor task completion times to identify bottlenecks or inefficiencies

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Troubleshooting

If you encounter issues with tasks in the Task View:
  1. Check the task’s history to identify where the process stalled
  2. Review any error messages or agent notes
  3. Verify that all connected tools and resources are functioning properly
  4. Test the workflow with a manual trigger to reproduce the issue
  5. Adjust agent settings or tool configurations as needed