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Tasks

What Are Tasks?

Tasks are customizable workflows that help you interact with AI assistants to accomplish specific goals. Think of them as specialized mini-applications designed to handle particular types of work consistently and effectively.

How Tasks Work

  1. Starting a Task

    • Select a task from the available list
    • The assistant will begin with an initial prompt specific to that task
    • Follow the assistant's questions and instructions to proceed

  2. Task Components

    • Name: Identifies the task's purpose
    • Description: Brief overview of what the task does
    • Goal: Detailed instructions guiding the assistant's behavior
    • Initial Prompt: The first message you'll see when starting the task
    • Schedule (optional): For tasks that need to run at specific times

Available Capabilities

Tasks can utilize various capabilities:

  • Memory: Retains context throughout conversations
  • Multimodality: Handles different types of inputs (text, files, etc.)
  • Memo: Stores and tracks information during the task
  • Goal: Manages complex objectives and multi-step processes
  • RAG: Analyzes documents and provides relevant information
  • Subchats: Creates subtasks for complex workflows
  • Web Search: Retrieves information from the internet
  • Scheduled Tasks: Runs tasks at specified times

Common Task Types

  1. Document Analysis

    • Upload documents for review
    • Get structured analysis and insights
    • Compare multiple documents

  2. Information Processing

    • Organize and summarize information
    • Extract key details
    • Generate reports

  3. Scheduled Operations

    • Set up recurring tasks
    • Get regular updates or reports
    • Automate routine processes

Best Practices

  1. Clear Communication

    • Provide specific information when requested
    • Ask for clarification if unsure
    • Review summaries when provided

  2. Document Handling

    • Ensure documents are in readable formats
    • Provide context about uploaded files
    • Verify all required documents are included

  3. Task Selection

    • Choose the most specific task for your needs
    • Read the task description carefully
    • Use scheduled tasks for recurring needs

Creating Custom Tasks

Need a specific workflow? You can create custom tasks tailored to your exact requirements. For a comprehensive guide covering goal writing, task patterns, capabilities configuration, and best practices, see Creating Tasks.

In summary:

  1. Define your objective and choose a task pattern
  2. Write the Goal (the AI's instruction set) and Initial Prompt
  3. Configure capabilities and attach collections if needed
  4. Test thoroughly and iterate

Getting Help

  • Review task descriptions for specific guidance
  • Ask the assistant for clarification at any point
  • Use the help command for general assistance

Tips for Success

  • Be specific in your requests
  • Provide all relevant information upfront
  • Follow the assistant's structured approach
  • Review generated outputs carefully
  • Save important information when suggested

Remember: Tasks are designed to make complex workflows simpler and more consistent. They work best when you follow the established process and provide clear information.