> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utopikai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks Overview

> Run assistant or agent work on a schedule or on demand

**Tasks** run **assistant** or **agent** work on a schedule or on demand, without a full [workflow](/workflows/overview). Use tasks for recurring jobs such as daily summaries. Use workflows when the job needs multiple connected steps — a workflow can also run on a schedule from its [Start trigger](/workflows/editor#start-trigger-type).

Each task is attached to one assistant or one agent. **Agents** usually carry unattended runs. **Assistants** can also have tasks attached during setup.

## Task Management

Administrators manage tasks from **Admin** → **Task Management**:

| Area               | What it is                                                                           |
| ------------------ | ------------------------------------------------------------------------------------ |
| **Task Templates** | Reusable definitions (instructions, assigned assistant or agent, schedule, settings) |
| **Task**           | A live instance you run or schedule                                                  |
| **Task Results**   | History, status, and output for each run                                             |

## Create a task from an assistant or agent

You can also add a task in step 7 of [Creating Assistants](/guides/assistants#step-7-tasks) or [Creating Agents](/guides/agents#step-7-tasks).

Search existing tasks by **Task ID**, or click **+ Add Task**.

<img src="https://mintcdn.com/utopikai/lPMw1ljnEVTHBWV6/images/guides/assistants/07-tasks.png?fit=max&auto=format&n=lPMw1ljnEVTHBWV6&q=85&s=022091a23112e93c329be66c72335d71" alt="Tasks step — no tasks yet" width="1024" height="597" data-path="images/guides/assistants/07-tasks.png" />

If none exist, the empty state is *No tasks for this assistant yet* or *No tasks for this agent yet.*

## New task form

Click **+ Add Task**. Fill in the form, then **Create Task**.

<img src="https://mintcdn.com/utopikai/oidXP_yBGYs8w75G/images/guides/agents/07-new-task.png?fit=max&auto=format&n=oidXP_yBGYs8w75G&q=85&s=f40b93b70b835fbced300f769d83d39d" alt="New task form" width="1024" height="742" data-path="images/guides/agents/07-new-task.png" />

The **Agent** field is the assistant or agent you are editing (name, version, and status). It does not create a separate entity. When you add a task while editing an assistant, that field is the assistant. When you add a task while editing an agent, it is that agent.

| Field                                            | Required | What it does                                                |
| ------------------------------------------------ | -------- | ----------------------------------------------------------- |
| **Agent**                                        | Yes      | The assistant or agent you are editing                      |
| **Instructions**                                 | Yes      | Task instructions in Markdown                               |
| **Budget Currency**                              | No       | Currency for the run budget                                 |
| **Allowed Budget for each time task is running** | No       | Spend cap per run                                           |
| **Schedule type**                                | Yes      | For example **Single**                                      |
| **Run at**                                       | Yes      | Date and time for a single run                              |
| **Allowed Number of Steps**                      | No       | Maximum steps per run (default `10`)                        |
| **Input Files**                                  | No       | Space to save files, plus drag-and-drop or **Choose files** |

<img src="https://mintcdn.com/utopikai/IqQK-An4oxjyCiuB/images/guides/agents/07-new-task-files.png?fit=max&auto=format&n=IqQK-An4oxjyCiuB&q=85&s=08645b54abf5a8bcae4be361886ebf14" alt="New task — input files" width="1024" height="781" data-path="images/guides/agents/07-new-task-files.png" />

Click **Cancel** to close without adding a task.

## Related documentation

* [Creating Assistants](/guides/assistants)
* [Creating Agents](/guides/agents)
* [Workflows Overview](/workflows/overview)
* [Introduction](/introduction)