Add and Configure User Tasks

User tasks are activities in your workflow which require human interaction.

In agentic AI use cases that require human oversight and review, human intervention (human in the loop) is facilitated through user tasks, which are configured and assigned to the appropriate users.

Common User Tasks

  • Review and validation

    Humans review outputs generated by agentic AI systems.

    Example: Confirming the accuracy of an OCR-extracted invoice before processing payment.

  • Exception handling

    Humans intervene when agentic AI encounters unexpected scenarios, errors, or ambiguous cases it can't resolve.

    Example: Handling a customer support ticket that the chatbot couldn't answer.

  • Approval and authorization

    Certain processes require human approval as a control step for compliance, security, or accuracy, even when initiated by agentic AI.

    Example: Approving a financial transaction above a certain threshold initiated by agentic AI.

  • Decision making

    Where agentic AI provides recommendations, humans make the final decision.

    Example: Reviewing agentic AI generated candidate shortlists and selecting applicants to interview.

Add a User Task

  1. Open a workflow.
  2. Select the User Task element under Human in the right pane.
  3. Drag and drop the user task onto the workflow canvas. Position it in the workflow where you want it to appear.

Configure User Task Properties

  1. Select the User Task element in your workflow.
  2. Open the Properties pane using one of the following options:
    1. Click Properties Properties icon on the right tool bar.
    2. Select the user task, click More icon and then click Open Properties.
  3. In the Properties pane, enter the following details.
    1. In the Name field, enter a name for the task.
      Tip: To edit a user task name on the canvas, simply double-click the task name and enter your changes.
    2. In the Description field, provide additional information about the task.
    3. In the Assignees section, click Assign to Assign to in order to assign a user to the task.
    4. In the End User Display section, enter the following:
      Field Description

      Title

      Enter the title of the task that will get displayed to users to whom the task is assigned.

      Note that this is a required field.

      Summary

      Optionally, provide a description for the task.

      UI

      Select a form to associate with the task. Only active forms are displayed and available for selection.

      For details on how to design and build forms, see Design Forms. After designing the form, activate it. See Activate a Form.

      This is a required field.
  4. Close the Properties pane to save the configurations.