---
title: "Tasks"
url: "https://help.magicblocks.ai/en/article/tasks"
language: "en"
last_updated: "2026-03-18T09:13:39.537Z"
---

# Tasks

Tasks are reusable instructions that define *how your AI Agent thinks, responds, and performs logic-driven actions.* They’re like “mini skill modules” — giving your AI specialized knowledge or workflows you can assign to multiple agents.

Unlike **Functions**, which perform *external* actions (API calls, webhooks, etc.), **Tasks** handle *internal logic* — guiding tone, structure, or reasoning for specific jobs.

In [MagicBlocks](https://magicblocks.ai/hc), **Tasks** are stored under **Library → Tasks**. They act as reusable, customizable behavior templates for your AI Agents.

Each Task contains:

-   **General settings** – Define the name, version, and tags.
-   **Configuration** – Adjust AI creativity and link triggers.
-   **Instruction editor** – Write detailed instructions and insert **Smart Content** or **Snippets**.

You can also connect Tasks to **Functions**, so the AI automatically triggers backend actions when the task completes — like sending contacts or creating bookings.

> 💡 Think of Tasks as your AI’s *“playbook,”* and Functions as its *“hands.”*

## **Step-by-Step: Creating a Task**

### **Step 1: Go to Library → Tasks**

Click **Create New** to open the Task builder.  
You’ll see three main sections:

-   **General Settings**
-   **Configuration**
-   **Instruction**

### **Step 2: Fill in General Settings**

| Field | Description |
| --- | --- |
| **Task name** | A clear title for your task (e.g., “Summarize Chat”). |
| **Version** | Automatically generated to track changes. |
| **Tags** | Optional keywords to organize and filter your tasks. |

Example:

> **Task Name:** “Contact Qualification Assistant”  
> **Tags:** `Sales`, `CRM`, `Automation`

### **Step 3: Configure Task Settings**

The **Configuration** section lets you fine-tune your AI’s behavior:

| Setting | Description |
| --- | --- |
| **Creativity** | Adjusts how imaginative or factual your AI should be (0 = factual, 1 = highly creative). |
| **Triggered from Task** | Connect this task to a<br>**Function**<br>that will run automatically after completion. |

If no Functions exist yet, you’ll see:

> *“Nothing available — Go to Functions”*

Click **Go to Functions** to create one, then return to link it.

> 💡 Example: Trigger a Function like “Send Contact to CRM” after the “Qualify Contact” Task finishes.

### **Step 4: Write Your Instruction**

This is the core logic that defines what your AI does when executing this Task.

The **Instruction editor** supports:

-   **Plain text** for simple instructions
-   **Dynamic Smart Content** for inserting user or system data
-   **Snippets** for reusable message templates

### **Using Smart Content**

You can personalize or dynamically adapt Task instructions by inserting **Smart Content Blocks**.

Click **Insert Smart Content Block**, and choose from various **Content Sources** such as:

-   **Contact:** user attributes like name, email, company, country, or timezone
-   **Sessions:** data from the current or past sessions
-   **Agents:** your active AI agent metadata
-   **Knowledge:** contextual information from your Knowledge Library
-   **Memories:** previously stored user interactions
-   **Others:** global system values

Example:  
Insert Smart Content such as `{{User.First_Name}}` to make responses more personal:

> “Hi {{User.First\_Name}}, thank you for reaching out! Can you tell me more about your company {{User. Company}}?”

### **Using Snippets**

Snippets are prebuilt reusable text blocks (e.g., disclaimers, greetings, or tone settings).  
Click **Insert Snippets** to embed them directly into your Task.

Example Snippet Insertions:

-   “Welcome message” snippet for introductions.
-   “AI Disclaimer” snippet to meet compliance requirements.

### Example Task Instruction

```
When a user provides their details, confirm them by name and company.
Then trigger the linked Function "Send contact to CRM" once information is complete.

Include Smart Content: {{User.First_Name}}, {{User.Company}}, {{User.Email}}.
```

### **Step 5: Save and Assign**

Once finished, click **Create**.  
Your new Task will appear in your Task Library as “Unused” until assigned to an Agent.

To use it:

Go to **Agents → \[Your Agent\] → Tasks.**

Click **Add Task.**

Select your created Task from the list.

Your Agent can now call that Task in conversation as part of its reasoning flow.

## **Advanced Integration: Linking Tasks to Functions**

Tasks can trigger **Functions** automatically when specific logic completes.  
This allows seamless automation — combining reasoning with real-world actions.

Example:

**Task:** “Qualify Contact”

**Function Triggered:** “Send Contact to CRM”

When the AI completes the qualification Task, it calls the linked Function and sends the data to your CRM via API.

> 🔄 This creates an intelligent feedback loop — your AI thinks, acts, and executes seamlessly.

## **Example Use Cases**

| Task Name | Description | Optional Triggered Function |
| --- | --- | --- |
| **Qualify Contact** | Asks qualifying questions and validates contact info. | Send Contact to CRM |
| **Summarize Session** | Summarizes user’s conversation into a key report. | Send Summary to Google Sheets |
| **Booking Assistant** | Helps schedule meetings with collected details. | Create Calendar Event |
| **Customer Feedback Collector** | Gathers satisfaction scores and notes. | Post to Notion DB |
| **Support Classifier** | Identifies issue types and suggests solutions. | Route Ticket via API |

## **Best Practices**

-   **Use Smart Content** to personalize instructions dynamically.
-   **Insert Snippets** for standard language and tone consistency.
-   **Keep Tasks focused** — one clear goal per Task.
-   **Adjust creativity** based on task type (creative vs. factual).
-   **Leverage triggers** — chain Tasks and Functions for automation.

## **Related Articles**

[Setting Tasks for Your AI Agents](https://help.magicblocks.ai/en/article/setting-tasks-for-your-ai-agents)