Human-in-the-loop task center
Human-in-the-loop (HITL) tasks enable you to incorporate human judgment at critical points in your automated processes. The Task Center provides a centralized interface for managing HITL tasks. Users can review, resolve, and track tasks that require human intervention.
Overview
The Task center displays tasks requiring human attention and provides metrics on task processing.
Task metrics
The dashboard shows key performance indicators:
Open tasks - Total number of tasks awaiting completion
Critical tasks - Count of high-priority tasks requiring attention
Overdue tasks - Number of tasks past their due date
Task details table
Each task provides comprehensive information through the following columns:
Title - Brief description of what needs to be done
Status - Current task state (Open, Completed, Archived)
Due date - When the task should be completed (includes overdue warning)
Severity - Task priority (Low, Moderate, Critical)
Assignee - User or group responsible for the task
Creation time - When the task was created
Completion time - When the task resolution was submitted by a user
Prerequisites
Before working with tasks, you need:
Task permissions - Access granted through automation deployment settings
Active automations - At least one automation with HITL tasks must be run
Types of tasks
Chat tasks
Interactive conversations where AI agents gather input through natural language. To participate in a chat task:
Select the task
Review the conversation history
Respond to agent questions in the chat interface
The agent will close the task once it has sufficient information
Note
Chat tasks are closed automatically by the AI agent. You can archive unresolvable tasks, which the agent will treat as exceptions.
Form tasks
Tasks requiring structured input through form fields. To complete a form task:
Select the task
Fill in the required form fields
Click Submit when finished
Note
Enable "Automatically open next task" to streamline processing multiple tasks. Use "Save as Draft" to preserve partial progress.
Managing tasks
Task statuses
Tasks can be in one of these states:
Open - Awaiting human input
Completed - Successfully submitted
Archived - Removed from active view
Task actions
Manage tasks through these available actions:
Submit - Complete a form task
Save as Draft - Preserve partial form progress
Archive - Remove task from active view
Unarchive - Restore archived task
Note
Only Open tasks can be archived.
Task assignment
Distribute work by assigning tasks:
Select a task
Click the assignee field
Search for and select users or groups
Click Remove assignee to clear assignment
Note
Users must have appropriate permissions to be assigned tasks.
Related information
Access connected resources through the Sources menu:
Case - View related case details (if applicable)
Automation - See the automation that created the task
Note
Source access requires appropriate permissions.
Search and filtering
Locate specific tasks using:
Search - Find tasks by title
Filters:
Status
Due date
Severity
Assignee
Creation date
Note
Click refresh to update task data at any time.
Environment selection
Switch between viewing tasks from:
Test - Tasks from automation testing
Deployed - Tasks from deployed automations