Tasks

Tasks in GoSearch allow you to streamline your workflow by integrating task management directly within the GoSearch platform. With Tasks, you can automate repetitive actions, set up reminders, and keep track of critical to-dos—all in the same place where you search and manage knowledge.

Key Features

• Automate Action
  • Schedule or trigger agents to take specific actions within GoSearch, such as running searches or launching agents at set times.
• Centralized Task Management
  • View, create, and manage your GoSearch-related tasks from a unified dashboard, without switching apps.
• Reminders and Follow-Ups
  • Set reminders for yourself to review resources, verify documents, respond to unanswered searches, or complete common workflows.

How to Create a Task Using a Sample Agent

Note: You can follow these steps with any agent in your workspace to automate common processes.

1. From your GoSearch dashboard, navigate to Tasks on the left-hand side.
2. Click Schedule task.
3. Select the Opportunity Insights agent.
   1. This example agent surfaces opportunity data and next steps from CRM tools for sales reps.
4. Give your task a name (e.g., “Daily Opportunities”), provide instructions, and set the schedule.
5. Click Schedule task. A banner will confirm: “Task created successfully.”
6. You can click Done to exit, or choose Run task to launch the GoAI interface and execute your task immediately.

How to Manage Tasks

1. To pause, resume, or delete a task, click the checkmark next to the task.
   1. To do this in bulk, you can click the checkmark in the header of the table.
2. To manage a task, click on the ellipsis button next to the task to see the options.
   1. View task takes you to the GoAI chat interface of that task
   2. Duplicate makes a copy of that task.
   3. Edit takes you to the instructions where you can modify task details.
   4. Pause/Resume allows you to pause or restart the task.  
   5. Delete allows you to delete a task.

You should now be able to use tasks to automate repeatable workflows. If you need further assistance, please consult the GoSearch Help Center, Contact Technical Support, or Chat with Us.