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Tasks Management

Tasks Management is the deep-drill view for tasks and batches across every AI Agent you own. It complements the Dashboard: the Dashboard gives you a quick overview and urgent actions; Tasks Management gives you filters, full tables, and history.

Use it when:

  • "Did Lead Intake create any HubSpot contacts today?"
  • "Show me every failed tool call this week."
  • "Which approvals did I dismiss?"
  • "Let me audit a specific batch from two days ago."

Open Tasks Management​

Two ways in:

  • Click Tasks Management in the left sidebar. (A badge shows the count of items needing your review.)
  • From the Dashboard, click View All → next to the tabs.

The header shows the tab toggle: Tasks | Batches.

If there are pending approvals, a Needs Your Review card shows them at the top with the same approval layout as the Dashboard's Pending Approvals tab. See Review pending approvals for the card UI.

Tasks tab​

Click Tasks in the toggle.

You get a full table of every task across every AI Agent, sorted by time.

Columns:

ColumnShows
TaskThe task name or description.
BatchThe batch number if the task is part of one, otherwise —.
AgentThe AI Agent that owns the task (clickable to its profile).
StatusThe user-friendly status label (Success, Running, Failed, Needs Approval, Pending).
TimeWhen the task ran (hover for the absolute time).
OutputA short preview of the task's output.
Actions⏹ to stop a running or pending task, 💬 to open the conversation.

Filters sit above the table:

  • Filter by agent — a dropdown listing all your AI Agents, plus All Agents.
  • Filter by status — All Statuses, Success, Running, Failed, Pending.

Filters stack (AND logic). Combine them to answer specific questions like "every failed task from Lead Intake in the last day".

Empty state when filters match nothing: "No tasks match your filters. Try adjusting the agent or status filter above."

Batches tab​

Click Batches in the toggle.

A table of every Batch Process run sorted by status (active first) then by creation date.

Columns:

ColumnShows
BatchThe batch name and number. If running, an ETA shows below.
AgentThe AI Agent that started the batch.
ProgressA progress bar with "M / N" counts and a percentage.
FailedHow many rows failed so far.
CreditsTotal credits consumed by every task in the batch.
StatusRunning, Complete, Failed, Paused, Pending, Cancelled.
StartedWhen the batch started.

Click any batch row to open its batch modal.

The batch modal​

When you open a batch, you see:

Header

  • Batch name and number.
  • Agent: {AI Agent} and Started: {timestamp}.

Progress display

  • Large M / N counts (e.g. "47 / 100").
  • A status badge (Running / Complete / Failed / Paused / Pending / Cancelled).
  • A progress bar.

Summary stats

  • ✓ {succeeded} succeeded.
  • ✕ {failed} failed (if any).
  • ◦ {pending} pending (if any).
  • ⏱ {eta} (if the batch is still running, e.g. "~5m remaining").
  • Avg. {seconds}s per task · {credits} credits used below.

Controls

  • ⏹ — stop the batch. Completed tasks keep their results; remaining tasks won't be processed.
  • ⬇ — download the batch results as CSV (input columns, output columns, status, errors).

Results table

ColumnShows
#Row index.
ItemThe input value or label.
StatusRow-level status.
OutputThe tool's output for that row, or —.

Exporting​

The Batches tab has a ⬇ Download CSV button per batch that exports input columns, output columns, status, and errors.

CSV exports are capped at 10,000 rows per file. For larger batches, filter before exporting or split the batch.

Stopping a running task or batch​

From the Tasks tab, click ⏹ on any running or pending row. The task stops; if it was part of a batch, remaining rows in that batch are unaffected unless you stop the batch itself.

From the batch modal, click ⏹ to stop the whole batch. Tasks already completed keep their results; remaining tasks move to a terminal status and won't run.