Tasks are how you give your agents standing work. If an agent is an AI employee, Tasks is its work queue: a place to assign a job, set its priority and due date, and track it from start to finish. This is what Aleria calls the Agentic Workforce.
Tasks may need to be turned on for your workspace. If you do not see it, ask your administrator. See Plans and feature availability.
What a task is
A task is one unit of work assigned to an agent. Each task has:
- A title describing the work, such as "Review this week's new vendor contracts."
- A description with the details and any context the agent needs.
- A priority: Low, Medium, High, or Urgent.
- A due date so people know when it is expected.
- An assignee: the agent that will carry it out.
Task statuses
A task moves through clear stages, so anyone can see where it stands at a glance:
- Pending: created and waiting to start.
- In Progress: the agent is actively working on it.
- Completed: the work is done.
- Cancelled: the task was called off.
The Tasks view shows these as columns, like a board, so you can see everything that is pending, running, and done in one place.
Create a task
- Open Tasks in your workspace.
- Add a new task and give it a title and a short description.
- Set the priority and a due date.
- Choose the agent that should carry it out.
- Save it.
The assigned agent picks up the work and updates the task status as it goes. You can open any task to see its progress and the agent's step-by-step log.
Recurring and triggered tasks
Not every task has to be created by hand. You can set tasks to start automatically:
- On a schedule, for example every weekday morning.
- From a webhook, when an outside system signals that there is work to do.
- From an email, when a message arrives.
This is useful for standing duties, such as "every Monday, prepare last week's pipeline summary" or "whenever a new request email arrives, triage it."
How Tasks relate to Agents and Workflows
These three features build on each other:
- An agent is the specialist that does the work.
- A task is a single job you assign to an agent, with a priority and a due date.
- A workflow is a fixed, multi-step process that runs the same way every time.
Use a task when you want an agent to take on a specific job and you want to track it. Use a workflow when you need a strict, repeatable sequence with approvals and a full audit trail.
A worked example
Your compliance team gets a steady stream of new merchant applications. You create a recurring task, "Review new merchant applications," assign it to your Compliance Officer agent, set it to High priority, and schedule it to run each morning. Each day the agent reviews the new applications against your policy, flags anything risky, and marks the task complete with a summary. Your team checks the board, opens anything flagged, and moves on.