Skip to main content
The Tasks page (in the sidebar under Operate) holds the things you’d like to run automatically on a schedule for your workspace — for example, refreshing a website in your knowledge library or sending a regular report. Each task runs a tool on the schedule you choose and keeps a log of every run, so you can always see what happened. The page lists your tasks with their name, the tool they run, their schedule, when they last ran, and whether that run succeeded (Ran OK) or not (Failed).

​
Create a task

1

Click New task

Go to Operate → Tasks and click New task.
2

Name it and pick a tool

Give the task a Name, and choose the Tool it runs — the list shows the tools available to your workspace. Type is an optional free-text label, like “crawl” or “report”, to help you keep tasks organised.
3

Set the schedule

Pick a Schedule type, then say When it runs:
  • Every so often (interval) — enter how often, like 5m (every five minutes) or 2h (every two hours).
  • At a set time (cron) — enter a cron expression: five values giving the minute, hour, day of the month, month and day of the week, so 0 9 * * 1-5 means 9am, Monday to Friday.
4

Add any settings and create it

If the tool needs details to do its job — a website address, say — enter them in Settings for this job (JSON), like {"url": "https://…"}. Leave it blank if there’s nothing to add. Then click Create.
If the job just needs to happen regularly, an interval like 2h is the easiest schedule. Reach for cron when the exact time of day matters — a report at 9am on weekdays, not sometime in the night.

​
Edit a task and check its runs

Click a task in the list to open it. You can change its name, tool, schedule and settings, then click Save. The same dialog shows the task’s Execution logs — one row per run, with when it started, whether it succeeded, how long it took, and its result or error. A new task shows “No execution logs yet” until its first run.

​
Delete a task

Click the bin icon at the end of the task’s row and confirm. The task stops running and is removed from the list — you’ll no longer be able to see its logs.