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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.

The Create Task dialog with Type, Name, and Description
The Create Task dialog.

Task types

TypeUse it for
Agent TaskA step the agent performs (default)
Decision TaskBranching based on a condition
Human TaskA step requiring a person
Start WorkflowKick 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.

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.

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.

Attaching integration actions

Integration actions (for example, a connector's "Find Candidate Details") are attached to a task afterward through the Tools / Designer surfaces — not at task-creation time. See Designer, Tests & Tools.