--- title: Working with Tasks | 0ct description: Create, schedule, and manage your AI-powered tasks --- Tasks are the heart of 0ct. Each task is an AI job that runs automatically on your schedule, delivering results straight to your inbox. ## Creating a Task ### From the Dashboard 1. Click **Tasks** in the sidebar 2. Click **+ New Task** 3. Fill in the details: - **Name**: Something descriptive (e.g., “Weekly Team Report”) - **Prompt**: What you want the AI to do - **Model**: Which AI to use (GPT-4o is a good default) - **Schedule**: When to run - **Delivery**: Where to send results ### Writing Effective Prompts Your prompt tells the AI exactly what you want. The more specific you are, the better your results. **Example: Weekly Metrics** ``` Create a weekly summary of our team's productivity. Include: - Total issues completed - Average time to completion - Top contributor this week - Any blockers that appeared Format as a brief email suitable for our Monday standup. ``` **Example: Competitor Watch** ``` Search for news about [Competitor A] and [Competitor B] from the past 24 hours. For each article found: 1. One-sentence summary 2. Potential impact on our business 3. Recommended action (if any) ``` **Example: Daily Digest** ``` Compile a morning briefing with: - Weather for San Francisco - Today's calendar highlights - Top 3 emails that need attention - Any urgent Slack messages ``` ## Scheduling Options ### Hourly Run every 1, 2, 4, 6, 8, or 12 hours. Good for: - Monitoring alerts - Real-time tracking - Frequent updates ### Daily Run once per day at a specific time. Good for: - Morning briefings - End-of-day summaries - Daily reports ### Weekly Run on specific days at a set time. Good for: - Weekly reports - Team updates - Planning reviews ### One-Time Run once at a specific date and time. Good for: - One-off research - Event preparation - Testing new prompts ## Adding Sources to Tasks Sources give your task access to real data. Without sources, your task can only use the AI’s general knowledge. ### How to Add Sources 1. Open your task 2. Scroll to the **Sources** section 3. Click **Add Source** 4. Select from your connected sources ### What Sources Enable With **GitHub** connected: > “List all open PRs in our main repo and summarize their changes.” With **Linear** connected: > “Show me issues assigned to me that are due this week.” With **Slack** connected: > “Summarize the key discussions from #engineering today.” ## Adding Skills to Tasks Skills are reusable instructions that shape how your task runs. ### Example Skills **Writing Style Skill:** > “Write in a professional but friendly tone. Use bullet points for lists. Keep sentences under 20 words.” **Report Format Skill:** > “Always include an executive summary at the top. End with next steps. Use headers to organize sections.” ### How to Add Skills 1. Open your task 2. Scroll to the **Skills** section 3. Click **Add Skill** 4. Select from your saved skills Skills are applied before your prompt, giving the AI consistent context. ## Setting Up Delivery Currently, 0ct delivers results via email. ### Email Delivery 1. In your task, find the **Delivery** section 2. Enter one or more email addresses 3. Customize the subject line (optional) Results are sent immediately when the task completes. ### Coming Soon - SMS notifications - Slack/Discord delivery - Webhook integrations ## Managing Your Tasks ### Pausing a Task Don’t want it to run for a while? 1. Open the task 2. Toggle the **Active** switch off 3. The task won’t run until you turn it back on ### Running Immediately Want results now instead of waiting for the schedule? 1. Open the task 2. Click **Run Now** 3. Check the Runs page for output ### Editing a Task 1. Click the task to open it 2. Make your changes 3. Click **Save** Changes apply to the next scheduled run. ### Deleting a Task 1. Open the task 2. Click **Delete Task** 3. Confirm deletion This also deletes all run history for that task. ## Viewing Run History Every time a task runs, it creates a record. ### To View Runs 1. Click **Runs** in the sidebar, or 2. Open a task and scroll to **Run History** ### Run Details Each run shows: - **Status**: Completed, Failed, or Running - **Output**: What the AI produced - **Time**: When it started and finished - **Usage**: Tokens used and cost ### Troubleshooting Failed Runs If a task fails: 1. Check the error message in the run details 2. Common issues: - Source disconnected → Reconnect in Sources - Prompt too long → Shorten your instructions - Rate limited → Try again later ## Best Practices ### Start Small Begin with one simple task. Once it’s working well, add complexity. ### Use Descriptive Names “Q1 Sales Analysis” is better than “Task 1” ### Check Results Regularly Review your first few runs to ensure quality, then adjust as needed. ### Combine with Skills Create skills for common formatting or tone requirements, then reuse them across tasks. ### Monitor Usage Keep an eye on the Billing page to understand your task costs. ## Next Steps - [Connect Sources](/user-guides/sources/index.md) to give tasks access to your data - [Create Skills](/user-guides/skills/index.md) for consistent AI behavior - [Set Up Delivery](/user-guides/delivery/index.md) to get results where you need them