task

Worklist

Worklist is the asynchronous operations layer for long-running and scheduled tasks.

How to get there: Agent → Worklist (when enabled)

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What Worklist is for

Use Worklist to:

• run background tasks outside live chat turns,
• schedule recurring operations,
• monitor status and outputs,
• rerun or archive failed/completed tasks.

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Task list structure

Column	Meaning
Name	Task title
Status	Current lifecycle state
Output	Generated result/summary
Schedule	Recurrence details
Description	Task intent/context
Created	Creation timestamp
Chat Thread	Source conversation link
Actions	Trigger/rerun/edit/archive/delete

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Task statuses

Status	Interpretation
pending	Queued and waiting
in_progress	Currently executing
needs_review	Completed but needs operator review
completed	Finished successfully
failed	Execution failed

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Actions and operator controls

Action	Use case
Trigger	Start queued task now
Rerun	Retry with same setup
Edit	Adjust task details before next run
Archive	Remove from active queue view
Delete	Permanently remove task

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Recurrence scheduling

Worklist supports recurring jobs with configurable cadence.

Setting	Purpose
Frequency	Daily/weekly/custom cadence
Interval	Every N minutes/hours/days
Days of week	Weekly targeting
Timezone	Scheduling context
End condition	Stop policy (date/count/never)

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Debugging failed tasks

When tasks fail:

1. Open task details/output
2. Check related thread context
3. Validate tool configuration and credentials
4. Validate file input assumptions
5. Apply fix and rerun

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Worklist + chat relationship

Tasks often originate from user chat actions but may execute later.

Use Chat Thread link to connect:

• original user request,
• generated task config,
• execution result.

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Best practices

• Use recurring tasks for deterministic routine workflows
• Keep task descriptions explicit for operators
• Review failed/needs_review queue daily
• Archive completed tasks to keep active view clean
• Define rerun policy for high-impact tasks