diff --git a/build/agents/give-your-agent-tasks/task-overview.mdx b/build/agents/give-your-agent-tasks/task-overview.mdx index 807de614..192c3e35 100644 --- a/build/agents/give-your-agent-tasks/task-overview.mdx +++ b/build/agents/give-your-agent-tasks/task-overview.mdx @@ -50,3 +50,5 @@ Combine the two error filters to catch every kind of failure, including Tool fai ## Viewing Tasks across all your Agents The views above each focus on a single Agent or Workforce. To monitor and troubleshoot every Task across all your Agents and Workforces from one place, head to the [Tasks page](/build/agents/give-your-agent-tasks/tasks-page). It's where you triage escalations, errors, and approvals, and act in bulk when a whole group needs the same fix. Selecting any Task there opens the same conversation (its messages and Tool runs) in a side panel. + +That page also offers three grouping modes — **All**, **By agent**, and **By workforce** — so you can organize the cross-workspace view by the structure that makes most sense for what you're looking for. In the grouped views, expanding a row drills into that Agent's or Workforce's individual Tasks. See [Grouping views](/build/agents/give-your-agent-tasks/tasks-page#grouping-views). diff --git a/build/agents/give-your-agent-tasks/tasks-page.mdx b/build/agents/give-your-agent-tasks/tasks-page.mdx index 00ba2822..d814738d 100644 --- a/build/agents/give-your-agent-tasks/tasks-page.mdx +++ b/build/agents/give-your-agent-tasks/tasks-page.mdx @@ -14,15 +14,34 @@ Tasks from both Agents and Workforces appear here, and the same triage and bulk Each Task is a single run of work (a conversation or workflow) carried out by an Agent or Workforce. For what a Task is and how to read one, see [Tasks](/build/agents/give-your-agent-tasks/task-overview). -## Tabs +## Status tabs -The page is split into tabs: +The page is split into status tabs: - **Approvals** — Tasks waiting on your approval before they can continue. - **Escalated** — Tasks the Agent paused on to ask you a question. - **Errors** — Tasks that hit a Tool failure or runtime error. - **All tasks** — every conversation across your Agents and Workforces. +## Grouping views + +Within any status tab, you can switch how Tasks are grouped using the grouping tabs above the Task list: + +- **All** — a flat list of every Task across all Agents and Workforces, ordered by recency. +- **By agent** — Tasks grouped by the Agent that ran them, so you can compare load and status per Agent at a glance. +- **By workforce** — Tasks grouped by Workforce. Each Workforce row expands to show its member Agents as sub-rows, giving you a hierarchical view from Workforce down to individual Agent. + +The **By workforce** grouping complements the per-Workforce Task view available inside each Workforce builder — use it when you want a single cross-workspace view organized by team structure rather than per-Agent. + +### Drilling into an Agent's Tasks + +In the **By agent** view, each row represents one Agent. Click the expand chevron on an Agent row to open a nested sub-table of that Agent's individual Tasks. + +- The sub-table shows up to 25 Tasks at a time. If more Tasks match the current filters or search, a **Show more** button at the bottom loads the next page. +- Clicking any Task row in the sub-table opens the full Task detail drawer, where you can review conversation history, Tool usage, outputs, and errors. +- Filters and search applied to the parent view carry through to the sub-table, so only matching Tasks appear. +- While Tasks are loading a spinner is shown. If the fetch fails, an error message replaces the list. If the Agent has no Tasks matching the current filters, the sub-table shows "No tasks to show". + ## Bulk actions When you open a Task, the page checks for other Tasks from the same Agent in the same state and surfaces a bottom sheet so you can act on the whole group at once. diff --git a/build/workforces/workforce-features/workforce-task-view.mdx b/build/workforces/workforce-features/workforce-task-view.mdx index 94550726..901069f1 100644 --- a/build/workforces/workforce-features/workforce-task-view.mdx +++ b/build/workforces/workforce-features/workforce-task-view.mdx @@ -13,7 +13,7 @@ To access the Workforce Task View: ## Key Features -### Real-Time Task Monitoring +### 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: @@ -22,7 +22,7 @@ Track the status and progress of all tasks being handled by your workforce in re - Tasks awaiting approval or human intervention - Failed tasks that require attention -### Manual Trigger Activation +### Manual trigger activation Initiate workflows directly from the Task View interface: @@ -33,7 +33,7 @@ Initiate workflows directly from the Task View interface: This functionality allows you to test workflows, handle one-off requests, or manually start scheduled processes when needed. -### Approval Management +### Approval management The Task View serves as your central hub for managing approvals within your workforce: @@ -44,7 +44,7 @@ The Task View serves as your central hub for managing approvals within your work This approval system ensures quality control while allowing your workforce to operate autonomously when appropriate. -### Conversation History +### Conversation history Access complete conversation histories and task logs for comprehensive tracking: @@ -57,7 +57,7 @@ Access complete conversation histories and task logs for comprehensive tracking: [Visual Data Masking](/build/agents/build-your-agent/agent-settings/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. -### Task Timeline +### Task timeline The Task View provides a chronological timeline of all activities, giving you visibility into: @@ -69,16 +69,28 @@ The Task View provides a chronological timeline of all activities, giving you vi ## Working with the Task View -### Monitoring Multiple Tasks +### 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 +3. Switch to the **By agent** grouped view to group tasks by the agent that ran them, then expand any agent row for its individual tasks 4. Toggle between different workforces if you have multiple configured -### Handling Escalations +#### By agent grouped view + +The **By agent** grouped view organizes the task list by agent rather than chronologically. Each row represents one agent and shows a summary of that agent's task activity. + +Click the expand chevron on any agent row to open a nested sub-table of that agent's individual tasks. The sub-table shows up to 25 tasks at a time; if more match the current filters, a **Show more** button loads the next page. Clicking any task row opens the full task detail drawer, where you can review conversation history, tool usage, outputs, and errors. + +Filters and search active in the parent view carry through to the sub-table, so only matching tasks appear. While tasks are loading a spinner is shown, a failed fetch shows an error message in place of the list, and an agent with no matching tasks shows "No tasks to show". + + +To group tasks by Workforce instead, use the global [Tasks page](/build/agents/give-your-agent-tasks/tasks-page#grouping-views). Its **By workforce** grouping organizes tasks by Workforce with expandable rows showing each member Agent — useful for a workspace-wide picture without switching between individual Workforce Task views. + + +### Handling escalations When agents escalate issues requiring human attention: @@ -88,7 +100,7 @@ When agents escalate issues requiring human attention: 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 -### Approval Workflows +### Approval workflows For tasks configured to require human approval: @@ -101,14 +113,14 @@ For tasks configured to require human approval: ## Best Practices -### Organizing Your Task View +### 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 -### Effective Monitoring +### Effective monitoring - Check the Task View regularly for items requiring attention - Use filters to focus on high-priority tasks or specific workflows @@ -131,3 +143,4 @@ If you encounter issues with tasks in the Task View: - [Approvals and Escalations](https://relevanceai.com/docs/build/agents/customise-agent/escalate): Set up detailed approval workflows and escalation paths for your agents - [Workforce Builder](https://relevanceai.com/docs/build/agents/customise-agent/subagents): Design and configure your multi-agent workforce with visual tools - [Visual Data Masking](/build/agents/build-your-agent/agent-settings/visual-data-masking): Protect sensitive information in conversation histories +- [Tasks page](/build/agents/give-your-agent-tasks/tasks-page): Monitor and act on tasks across all Agents and Workforces from a single view, including the **By agent** and **By workforce** grouping tabs