How to work with tasks and agents

Brief the work, follow its progress and review the result before marking it complete.

What a task is

A task brings together a brief, who is responsible, the expected result and its status. The agent uses this information to work; you use it to decide what should be done and review the deliverable.

For example, “improve SEO” is a broad goal. “Review this page and deliver proposed title, description and content changes to attract demo requests” is a brief that can be carried out and reviewed.

The task cycle

The cycle has two human decision points: accepting the brief and reviewing the result. Between them, the agent prepares the deliverable and applies your feedback.

Proposal → To do → In progress → Pending review → Completed

If you request changes, the work returns to In progress. The agent makes the corrections and presents it again. When the task includes publishing, that step uses the approved version and records the destination.

Fig. 1. At the first decision point, the brief is accepted. At the second, the work is reviewed and receives the Done. Feedback returns to the agent, and an expired approval sends the deliverable back for review.

1 Define what you want to achieve

State the result you need, the context and the limits of the brief. Where relevant, add the reference document, destination channel and required date.

“Prepare a proposal to improve this product page. Use the brand positioning and prioritise demo requests. Give me the text to review before changing the website.”

If the agent proposes a task, review its scope before accepting it. Accepting the brief allows work to proceed; it does not approve a result you have not seen yet.

2 Accept the brief and let the agent work

An accepted proposal moves to To do. In progress means that work has started. The agent follows the instructions and the method appropriate to the task.

Project tasks can be organised into subtasks. Open the specific task to review its scope and status; progress on the project does not replace reviewing each deliverable.

If a required decision, permission or piece of information is missing, the task may become Blocked. Check what is missing and provide the information or adjust the brief before continuing.

3 Review the deliverable and request specific changes

Pending review means that the agent is presenting work for you to review. Open the result linked from the task and compare it with the brief: does it meet the objective, use the correct sources and respect the limits you set?

If changes are needed, explain what should be corrected and where.

“In the introduction, explain the customer’s problem first. Keep the pricing table and replace the example with one from the financial sector.”

The agent applies the feedback and presents the deliverable again. Requesting changes reactivates the work; it does not leave it completed.

4 Give your Done when the result is ready

The agent can prepare and correct the deliverable, but it cannot give itself your final approval. Mark the task as Completed when you have reviewed the result and it is ready.

Closing a task refers to that task and the version you reviewed. If the document changes after review, the new version must be reviewed before completing the task.

Completing a task does not necessarily mean its result has been published. If the brief ends with a proposal, the result can be complete while remaining a draft to publish later.

5 Distinguish approval from publication

An approved deliverable may need another step: publishing an article, updating a page or sending a campaign. Check what the brief included and which permissions you have granted before carrying out that step.

When publishing is required, use the approved version. Afterwards, review the link or destination and the outcome of the action. A prepared document or completed task does not by itself prove that anything is visible in the final channel.

What each status means

Status	Meaning	What to check
Proposal	There is a brief to consider.	Scope, usefulness and priority.
To do	The work has been accepted and is waiting to start.	Whether the brief is still valid.
In progress	Work on the task is under way.	Progress, issues and requests for information.
Pending review	Work has been presented for review.	The result and any changes you need.
Completed	The task has received human sign-off.	Which version was approved and whether publishing is still pending.
Blocked	An obstacle is preventing progress.	What is missing and who can resolve it.
Cancelled	A decision has been made not to continue.	The reason and whether other tasks are affected.
Archived	The task is kept outside active work.	The context or history if you need it again.

How to find a project’s work

Open Tasks in the brand workspace. Tasks are grouped by project; expand the project and its subtasks to find the brief. Open the task name to view its details and use the available links to reach its result or conversation.

Filters can hide tasks from the list without deleting them. If you cannot find a task, check the filters and its status before creating another one with the same brief.

An example from start to finish

Brief: you request a proposal to improve the product page, without publishing yet.
Acceptance: you confirm the scope and the task moves to To do.
Work: the agent prepares the text and presents the result.
Review: you ask for a shorter introduction and a different example.
Correction: the agent changes those sections and presents the deliverable again.
Done: you review that version and complete the task.
Publication: if you request it afterwards, the approved version is published and its URL is checked.

This cycle produces a brief with a reviewed deliverable and a sign-off decision. Publication is checked at its own destination.

Frequently asked questions

Does accepting a task automatically approve what the agent will do?

You accept the brief. The result is reviewed later. These decisions happen at different times.

Does having a document mean the task is completed?

A document is a deliverable to review. The task is completed when it receives the required human sign-off.

What happens if I request changes?

The task returns to In progress. The agent makes the corrections and presents the result for review again.

What if the document changes after I review it?

The Done for one version does not approve a later version. Review the changes before closing the task again.

Can I resume a completed task?

Yes, by reopening it in a way that preserves the decision record. If the new brief has a different objective or expected result, create a separate task to keep the two pieces of work distinct.

Has a completed task already been published?

It depends on the brief. Check the destination and publication evidence; Completed status does not replace that check.

Start with a specific task

Choose a result you can review

Open Tasks in your brand workspace. Review a proposal or define the next brief, including the result you expect and its limits.