Execute tasks with Project Manager agent
Applies To
Project Manager agent (preview) is a valuable teammate that can help you get work done by executing tasks that it is assigned to.
Note: Project Manager agent​​​​​​​ is currently rolling out to customers. Learn more about it in Frequently asked questions about Project Manager agent.
Assign tasks to Project Manager agent
The first step in executing tasks with the Project Manager agent is to assign the agent to the relevant tasks, which can be done in any view.
Board view
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Select Group by Project Manager in the top right corner of the Board view.
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Select the Assign this task icon on any task and choose Project Manager or drag the task card into the Assign to Project Manager bucket.
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The Project Manager agent will begin working on the selected tasks
Track Project Manager agent's progress on tasks
After assigning tasks to the Project Manager agent, it's simple to track its latest progress. There are 4 states that the Project Manager agent can be in while assigned to a task:
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Queued – the Project Manager agent is assigned to the task but not yet begun work as it's currently executing on another task.
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In progress – the Project Manager agent is actively working on this task.
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Needs input – the Project Manager agent doesn't have enough information to complete the task and needs some additional information.
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Done – the Project Manager agent has completed the task and needs you to review the output. All agent output will be in a Loop component within task details.
Note:Â To allow users to maintain control over their plan, the Project Manager agent will never mark a task as complete, even after it's finished with execution. Users will need to review the Project Manager agent's output and mark the task as complete manually.
These states are used across both all views to allow you to track progress easily.
Board view
In the Group by Project Manager view, there are two main ways to understand the agent's current state on a task.
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Project Manager labels – these labels are equivalent to the four states mentioned above and the agent will update them as it progresses on tasks.
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Group by Project Manager buckets – after selecting Group by Project Manager, you'll see four unique project manager buckets. As the agent progresses on tasks, it will move them through these buckets as follows:
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All incomplete tasks – Tasks not assigned to the Project Manager agent.
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Assign to Project Manager – Tasks that are assigned to the Project Manager agent but have not yet begun execution.
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Needs your input – Tasks for which the Project Manager agent needs additional information to complete.
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Ready for Review – Tasks that the Project Manager agent has completed execution on.
Provide input
When the agent feels it doesn't have enough information to complete the tasks, you'll need to provide the necessary information for the agent to continue execution. To do this:
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Select the task details for the appropriate task. The project manager will have left a set of questions that it needs answers to in the Loop component within task details.
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Type your answer to the questions directly in the Loop component
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After answering all questions, select Regenerate.
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The task will move back into the Assign to Project Manager bucket and into either Queued or In progress state.
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The project manager will take your responses into account when executing on the task again.
Give Project Manager feedback
After the agent has completed a task, you can provide feedback on the output, so it matches your expectations. For example, you may ask the agent to shorten its output, make the tone more professional, or add additional details.
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Click into the task details for the task you would like to provide feedback on.
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Leave feedback for the agent directly in the Loop component within task details. You can do this by:
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Leaving a comment
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Typing directly into the Loop component
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Select Regenerate.
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The task will move back into the Assign to Project Manager bucket and into either queued or in progress state.
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The project manager will take your feedback into account and generate an updated output. ​​​​​​​
More ways to work with Project Manager agent
Add resources as context for Project Manager agent
Create a plan from scratch with Project Manager agent
Generate automatic status reports with Project Manager agent
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