Adding Tasks
A task is a single step inside a skill. Once a skill is open in the Editor, you can add tasks to build out its workflow.
Add a task
Open the skill
Select the skill in the Skills list so its canvas is showing.
Click Add Task
Click Add Task. The Create Task dialog loads (it may take a moment).
Choose a type
Pick a Type: Agent Task (default), Decision Task, Human Task, or Start Workflow.
Name and describe it
Enter a Name and a Description (both required).
Create
Click Create Task. The new task appears as a node on the skill's canvas.
๐ฌAdding tasks: open Add Task, name and describe each one, then Create โ repeat to build out the skill.Watch
Task types
| Type | Use it for |
|---|---|
| Agent Task | A step the agent performs (default) |
| Decision Task | Branching based on a condition |
| Human Task | A step requiring a person |
| Start Workflow | Kick off another workflow |
The Type control is a custom dropdown showing the current value. Click it to reveal the options, then choose the one you want. Regardless of type, Name and Description are the required fields. Some types (e.g. Human Task and Start Workflow) reveal additional required dropdowns.
๐ฌChoosing a non-default task type (here, a Human Task) in the Create Task dialog.Watch
A Decision Task branches the workflow on a condition.
๐ฌAdding a Decision task to branch on a condition.Watch
A Start Workflow task kicks off another workflow from within this skill.
๐ฌAdding a Start Workflow task to chain another workflow.Watch
Skill toolbar actions
When a skill is open, its canvas toolbar offers: Add Task, Test Skill, New Version, delete, settings, and compare. Each skill row in the list also has inline edit and delete buttons.
๐ฌHovering a skill row reveals its inline edit and delete actions.Watch
Deleting a skill
To remove a skill, open it, click the red delete (trash) button in the canvas toolbar, and confirm with Delete Skill in the dialog.
๐ฌDeleting a skill: open it, click the red delete button, then confirm with Delete Skill.Watch
Attaching integration actions
Integration actions (for example, a connector's "Find Candidate Details") are attached to a task afterward through the Tools / Designer surfaces โ not at task-creation time. See Designer, Tests & Tools.