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:

1. Describe your needed workflow

2. Answer questions about specific requirements

3. Review and confirm the task setup

4. Start using your custom task

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.