What is the AI Agent in Task Manager?
The AI Agent is an AI Assistant mode that completes a multi-step task instead of giving you a single response. The agent checks data in the software, creates a task, fills in the description, attaches files and reports the outcome. It carries out every step within your permissions, using the AI model you choose.
How does it work?
- 01
Describe your goal in a simple sentence, for example, “prepare an onboarding task for a new client”.
- 02
The agent breaks the goal down into steps and shows you what it plans to do.
- 03
It carries out each step: checking information, creating and describing Tasks, and attaching Files.
- 04
When it has finished, it reports what it created and what it was unable to determine.
What do you gain?
Less admin: repetitive task preparation is handled automatically.
Predictability: you see the planned steps before the agent starts working.
Control: the agent cannot go beyond your permissions in the software.
An everyday example
A new client comes on board. Instead of clicking through ten onboarding tasks, you describe the goal in one sentence - the agent creates the full set of tasks with due dates and attaches the contract template from the company folder.
Frequently asked questions
Will the agent do anything without my approval?
It shows you its step-by-step plan and works within your permissions.
How is it different from the AI Assistant?
The AI Assistant answers questions and carries out individual instructions, while the agent handles a multi-step task from start to finish.
Which model does it use?
Whichever you choose - OpenAI, Google Gemini, Anthropic Claude or xAI Grok.