# Task

### Introduction

This section is designed to take you through the process of creating a Task and assigning it to an Agent. Further, it guides you how to add a Due Date, Task Status, and Description to the task.

### Steps to Create a Task

{% stepper %}
{% step %}
From the Home page, navigate to the **Project** tab.
{% endstep %}

{% step %}
In the **Project** tab, click the project where you want to create a new task.

<img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F7EIOAyLcNq0McF7va9Sx%2Funknown.jpeg?alt=media&#x26;token=5688e926-ee18-47b8-8b79-54951a3e7551" alt="" data-size="original">

You will be directed to the **Automation** tab.
{% endstep %}

{% step %}
Click the **Task** tab next to the **Automation** tab.

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FgWSrl5jL0alp6EBDtFm9%2Funknown.png?alt=media\&token=e111a2e7-c080-406e-a05d-431dbad8ab6c)
{% endstep %}

{% step %}
In the **Task** tab, click **Create**.

&#x20;![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2F0GxPtXS5PusoYMqNm1fv%2Funknown.png?alt=media\&token=b31c11f0-a0f8-4a5e-bd3f-018f469dd841)
{% endstep %}

{% step %}
Add a name for the new Task Process.&#x20;

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fs5A1x7FDuPOwaf7PcZ0B%2Funknown.png?alt=media\&token=88c08d70-3533-4c28-a710-e206f63ff48a)
{% endstep %}

{% step %}
Click *Select Agent* in the **Agent** column and from the dropdown, select the Agent from the list of registered Agents from your Organization.&#x20;

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FynLfhHoRh2cShXN23me2%2Funknown.png?alt=media\&token=b0ff4d1b-2c24-4f49-81df-1da50e011ce2)
{% endstep %}

{% step %}
Select a user to assign the task.&#x20;

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FtFBixjCP3uY3nyDyLR8s%2Funknown.png?alt=media\&token=8a251eb7-12c4-4928-8b8e-0daaa35f1794)

The selected user will execute and manage that task.
{% endstep %}

{% step %}
Click **Details** next to the agent name
{% endstep %}

{% step %}
In the **Details** dialog box, enter the required information

1. **Due Date:** By when the task is expected to be completed
2. **Status**: Select between *In Progress*, *To Do*, and *Complete*.
3. **Description:** Provide any required information

![](https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FJFljT4smRlfZPWp2iiyW%2Funknown.png?alt=media\&token=3d835de7-10f3-4df3-86ce-a4bebd6eb7ef)

Once done, the agent to whom the task was assigned will see it when they navigate to the **Task** tab.
{% endstep %}
{% endstepper %}

Additionally, you can **Duplicate**, **Copy**, and **Delete** the task in the Task tab.\
Click the 3 dots under the **Actions** column, and from the list of actions available, select:

* **Duplicate**: To duplicate and assign to a different Agent.
* **Copy**: Copy the task.
* **Delete**: To permanently remove the task from the Agent's task list.

### Related Content

* <https://www.mydbsync.com/product/cloud-workflow>
* <https://www.linkedin.com/posts/aman-bhardwaj-90392217\\_dbsync-unveils-new-cloud-workflow-a-hassle-free-activity-7135464241989390336-JW6->


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.mydbsync.com/cloud-workflow/2026_create-your-workflow/task.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
