Configure Tasks

Tasks are activities in your workflow which require human interaction.

In agentic AI use cases that require human oversight and review, human intervention (human in the loop) is facilitated through tasks, which are configured and assigned to the appropriate users.

Common User Tasks

  • Approval and authorization

    Certain processes require human approval as a control step for compliance, security, or accuracy, even when initiated by agentic AI.

    Example: Approving a financial transaction above a certain threshold initiated by agentic AI.

  • Exception handling

    Humans intervene when agentic AI encounters unexpected scenarios, errors, or ambiguous cases it can't resolve.

    Example: Handling a customer support ticket that the chatbot couldn't answer.

  • Decision making

    Where agentic AI provides recommendations, humans make the final decision.

    Example: Reviewing agentic AI generated candidate shortlists and selecting applicants to interview.

Configure a Task

  1. Select the Task element in your workflow.
  2. Open the Edit task pane using either of the following options:
    • Select the task and click Switch view icon on the side of the canvas.
    • Select the task, click Actions Actions icon and then select Configure.

    The Edit task pane appears.

  3. In the Edit task pane, enter the following details.
    1. In the Name field, enter a name for the task.
    2. In the Description field, provide additional information about the task.
    3. In the Define task section, enter the following:
      Field Description

      Outcome

      This determines the user action which marks the completion of the task.

      You can either set it to Complete or Approve or Reject. If you select Complete, the user needs to submit the form associated with the task (after filling relevant information) to complete the assigned task. If you select Approve or Reject, the user needs to either approve or reject the form associated with the task to complete the assigned task. See Complete Assigned Task as a User.

      Task title visible to user

      This field is auto-populated with “Task 1”. Update it to the title you want the task assignee to see. For example, "Approval request".

      You can also enter a dynamic task title by using the inline expression editor that opens when you select Open Expression Editor icon on the field. Create the expression and click Insert to enter the expression. See Create a Dynamic Task Title Using an Expression.

      This is a required field.

      Form

      Select a form to associate with the task. Only active forms are displayed and available for selection.

      For details on how to design and build forms, see Design Forms. After designing the form, activate it. See Activate a Form.

      This is a required field.
    4. In the Select assignee section, select if you want to assign the task to a user or a group. Then in the Assignee field select Open Expression Editor icon to open the inline expression editor. Create an expression that dynamically determines the user or group to whom the task is assigned and then click Insert to enter the expression on the Assignee field. See Work with Expressions.
      This is a required field.

    A workflow canvas shows Start, Task and End, with the Task selected. On the right, the “Edit task” pane for “Human Approval Task” is open, letting you set the outcome (Complete), task title ("Approval request"), form to use (ApprovalForm), and the assignee (user or group, with an expression field populated for User).

  4. Close the Edit task pane to save the configurations.

Add a Task

You can add another task to your workflow to create a sequential flow.

  1. Open a workflow.
  2. Select Add icon at the location where you want to add the task

    This image shows a workflow where the + icon to add a task is selected in the sequence arrow after the Human Approval Task.

  3. Select Add Task.

    A task with the default name Task 1 is added to the workflow. The red error icon indicates that configuration is pending for the task.


    This image shows from left to right - a start event, a task labeled Human Approval Task, another task labeled Task 1 and an end event. The nodes are connected by sequential arrows. There is a label "Complete" on each of the sequence arrows.

    You can continue to configure the task's properties. See Configure Tasks.