Tasks Beta¶

On this page you will learn how to create a Task from an Insight, understand the flowchart it generates, and manage your Tasks from the overview table.

Overview¶

A Task defines what should happen when a specific event pattern is detected on an asset.

You describe your intent in plain language, the AI asks a series of clarifying questions to make sure it understands, and then generates a logical flowchart showing exactly how the task will run.

Create Task¶

You will either create the task from the Insights page or directly from the Tasks page.

From the tasks page click Create Task in the top right to create a new task from scratch, without starting from an Insight.

Write your task¶

The left side of the screen is an interactive chat panel. You describe what you want the task to do, and the AI responds -- asking clarifying questions, offering suggestions, and updating the flowchart on the right as the conversation progresses.

You do not need to be precise or technical. Describe the situation and the outcome you want in your own words. For example:

When a Temperature Drop pattern is detected, check the tubing pressure. If it is higher than 1400 psi, change the setpoint.

Press Enter to submit each message and let the AI update the flowchart to reflect your intent.

AI clarification¶

After you submit your description, the AI will ask a series of questions to confirm it has understood your intent correctly. Answer each question to help it build an accurate picture of what you want the task to do.

Once the questions are complete, the AI cleans up your original prompt and generates the task logic automatically.

The flowchart¶

The right side of the screen shows the generated task as a visual flowchart.

You can switch between two views using the toggle in the top right corner:

• Flowchart: a visual diagram showing the decision branches and actions in the task.

• Plan: a structured text layout of the same logic.

To navigate the flowchart:

• Click and drag to move around the canvas.
• Use the zoom controls to zoom in or out.
• Click the fit-to-page icon to recentre the view and show the full flowchart on screen.

Execution mode¶

At the bottom of the left panel, choose how the task runs when it detects a matching event:

• Runs autonomously: the task executes its actions automatically without any manual approval.
• Requires operator approval: the task prepares its recommended actions and waits for an operator to approve before anything is executed.

Tune and Save¶

You can edit your prompt on the left side at any time and the flowchart/plan will update to reflect your changes. Keep refining the prompt until the flowchart matches exactly how you want the task to respond.

When you are satisfied, click Create Task to save.

Task Impact Metrics¶

After clicking Create Task, a popup appears where you can configure the expected time saved per task output. This feeds directly into the Impact dashboard.

For each recommendation and control change the task produces, enter the estimated time saved and choose the time unit (Seconds, Minutes, Hours, or Days). The monetary value is calculated automatically using the Cost of Labor rate from your Economic Parameters.

Click Save to confirm the impact settings, or Cancel to skip and go straight to the Tasks overview.

Edit Impact Metrics¶

You can edit the Impact Metrics configurations by clicking on the icon in the Task row.

Then you can update the configuration values.

Tasks Overview¶

After saving, you are taken to the Tasks overview table. You can also reach it at any time by clicking Tasks in the left sidebar under Engines.

The table lists all tasks that have been created, with their current status and activity.

Impact Widget¶

At the top of the Tasks overview there is an Impact widget showing the current overall impact metrics for the tasks visible in the table. The figures update as you filter or search, always reflecting the tasks currently shown.

To view the historical trend of the overall impact, click the graph icon in the widget. This expands a chart showing how the cumulative impact has developed over time for the current selection.

Basic features¶

The Tasks overview includes several features to help you find and manage your tasks.

Table columns¶

The Tasks table has a fixed set of columns. You can reorder, freeze, hide, or show them, but no custom columns can be added.

To edit the column header, click on the Configuration icon.

And the table column configuration menu will appear.

Edit Task¶

Click the edit icon to return to the Create Task screen for that task. You can update the description, re-run the AI clarification, and adjust the flowchart before saving.

Delete Task¶

Click the delete icon to remove a single task.

Select multiple rows using the checkboxes to enable bulk actions. The only bulk action available is Delete.

Bulk Delete Task¶

Click the delete icon to remove a single task.

Manage Task¶

Click on a task name in a row to open the Manage Task screen.

The Manage Task screen has three tabs: Assets, Workloads, and Parameters.

Assets Tab¶

The Assets tab shows all assets currently assigned to this task. From here you can add new assets or remove existing ones.

To add assets, click Add Assets. A full list of available assets is shown, filterable by Asset Type and Status. Select the assets you want this task to monitor and click Add.

To remove an asset, select it in the list and click Remove.

Workloads Tab¶

The Workloads tab shows the workloads that have been deployed to a cluster for this task. A workload is the running instance of the task at the edge.

For full details on workloads, see the Workloads Tab documentation in the Applications section.

Parameters Tab¶

The Parameters tab lets you view and update the parameter values for the assets assigned to this task.

You can update parameters in two ways:

• Single asset -- select one asset from the list to see and edit its individual parameter values.
• Bulk update -- select multiple assets to update their parameters at once.

For full details on viewing and changing single or multiple asset parameters, see the Parameters Tab documentation in the Applications section.