Task Management / 任務管理

Owned by DaVinci Support
Last updated: 11月 14, 2024
1 min read

English / 中文

Task management allows you to assign background tasks to all assistants on the DaVinci platform, enabling the assistant to perform specified tasks in the background on your behalf.

Currently supported tasks are "Delegation Tasks," which allow the assistant to discuss specific topics with multiple DaVinci users on your behalf.

Delegation Task Management

Delegation tasks can be arranged for scenarios like "Help me ask @A and @B if they want to order afternoon tea later," or "Help me explain the key points of this meeting summary to @Group" (you can provide the assistant with the meeting summary document).

You just need to select a specific assistant on the DaVinci platform and enter "Please help me execute the task and @colleagues" or press the "Task Assignment" button. The assistant will then ask you for task details, and after confirming the task, the assistant will execute it for you.

 

Capability/Limitation

TM Chat feature limitation

  • In each chat, you can not edit or delete sent messages, and the assistant's responses will not have copy, like, or dislike buttons.

  • The "File Suggestion", "Plugins" and "Prompt Template" features cannot be used in each chat.

  • You can not edit the assistant during the Task Management conversation.

@ Maximum number of people

  • Less than 20 people or a group of less than 20 people

  • When the number of people exceeds, @ cannot be performed

Create Task

  • Each chat can only create one task, and it is not possible to create multiple tasks within the same chat.

  • Users must ensure that the assistant has sufficient tools and correct parameters to complete the corresponding task.

Confirm Task

  • The task must be confirmed within 10 prompts.

  • If the task cannot be confirmed after 10 prompts, the system will consider the task as failed, and a new chat will be required to establish the task.

Execute Task

  • When a task is being executed, new prompts cannot be entered in the current chat.

  • If you need to input a new prompt, you can start a new chat by clicking on the Assistant again.

End Task

  • The task will only end when the recipient performs one of the following actions:

  1. Completes the task during the conversation with the assistant

  2. Rejects the task during the conversation with the assistant

  • After the task ends, since multiple tasks cannot be created within the same chat, a new task must be created in a New Chat.

Instruction

TM：

  1. Create Task

  2. Review Task 

  3. Receive Task

1. Create Task

  • Step1: If the Assistant you want to use does not exist, please refer to 06. My Assistant / 智能助理 to create an Assistant.

  • Step2: Click on the Assistant you want to use.

image-20240904-013219.png

  • Step3: There are two ways to send tasks.

  • Step3-1: Click the "Task Assignment" button, wait for TM to start, and then enter your task content in the Prompt. Use @ to specify members.
    Note: Directly pasting the email will not reach the recipient, please use @email.

image-20240904-013249.png

  • Step3-2: You can use "@" directly in the Prompt dialogue box to tag personnel and trigger tasks.

Note: After Task Management starts, you will see a welcome message. The language of this welcome message will refer to the "Preferred Language" in your browser settings.

  • Step4: Please verify the task details. If they are correct, click the "Confirm Task" button. If they are not correct, you can confirm the task details with TM within 10 prompts in this chat, or click the "Cancel Task" button to cancel this task.

  • Step5: After pressing the "Confirm Task" button, a task card will be generated to execute the task. To cancel the task, please click the "Cancel Task" button.

2. Review Task 

  • Step1: Click the Task Dashboard in the bottom left corner to check the task status.

  • Step2: View the list of all currently issued Tasks. The task status indicators are explained as follows:

    • Green light: Task is executing normally

    • Yellow light: The assistant requires your response

    • Red light: Task ended due to an error

    • Blue light: Task successfully completed

  • Step 3: Click on the task name to return to the task and view details

3.Receive Task

  • Step1: If you are using DaVinci, you will see a notification at the top saying "OOO Assistant on behalf of XXX is looking for you".

    • At this point, you can:

  1. Click "Reply" to go directly to Step 3

  2. Click the bell icon at the bottom left to receive task notifications and proceed to Step 2

  • Step2: Click Accept button

Note: If you click "X" or "Reject All", the notification will be cleared, but the task will not be rejected.

Step3: In this step, you can:

  1. Continue and complete the conversation: After confirming the reply content with the assistant, click the "Finish Task" button to end the task. Your reply will be sent back to the colleague who initiated the task for review.

  2. End the conversation directly: You can click the "Reject Task" button at any time to end the task. The assistant will notify the task sender on your behalf that you have rejected the task.

     

     

任務管理，將使您可以指定背景任務給達哥平台上的所有助理 (Assistant)，讓該助理在背景幫您執行指定任務。

目前可支援的任務為『分身型任務』，您將可以讓助理代替您與多位達哥用戶進行特定話題的討論。

 

分身型任務管理

分身型任務可以安排類似 "幫我跟 @A, @B 他們說待會要不要訂下午茶"，"幫我跟 @Group 的人說明這次會議摘要的重點"（您可以為該助理加裝會議摘要的文件)。

您只要點選特定達哥平台上的助理，並輸入『請幫我執行任務並 @ 同仁』或是按下 "Task Assignment" 的按鈕, 該助理將與您詢問任務細節，確認任務後，該助理將為您執行。

 

使用建議/限制

TM Chat 功能限制

  • 每個 Chat 中並無法編輯、刪除已送出的對話，助理的回答也不會出現複製、喜歡以及不喜歡的按鈕

  • 每個 Chat 當中無法使用「File Suggestion」、「Plugins」以及「Prompt Template」功能

  • 每個 Chat 當中無法編輯正在對話的助理

@ 人數上限

  • 小於 20 人 或 小於 20 人內的 Group

  • 人數超過時，將無法在進行 @

建立任務

  • 每個 Chat 僅能建立一個任務，無法在同一個 Chat 內建立多個任務

  • 使用者須確認該 Assistant 具有足夠的工具與正確參數能完成對應任務

任務確認

  • 必須在 10 次 Prompt 內確認任務

  • 若超過 10 次 Prompt 還無法確認任務, 系統會判斷任務失敗, 需要新開 Chat 建立任務

任務執行

  • 當任務執行時，該 Chat 將不可繼續輸入新的 Prompt

  • 如有新的 Prompt 需求，您可以透過再次點選開 Assistant 展開新的 Chat

任務結束

  • 任務只有在接收方的以下動作之一才會結束：
    1. 在與助理的對話中完成任務
    2. 在與助理的對話中拒絕任務

  • 任務結束後，因無法在同一 Chat 內建立多個任務，須 New Chat 建立新任務

使用說明

TM 說明分為 3 個部分：

  1. 建立任務

  2. 查看任務 

  3. 接收任務

1. 建立任務 

  • Step1: 如果您欲使用的 Assistant 尚不存在，請先參考 06. My Assistant / 智能助理  建立 Assistant

  • Step2: 點擊欲使用的 Assistant

  • Step3: 發送任務有兩種方式 

  • Step3-1: 點選 "Task Assignment" 按鈕，等待 TM 啟動後，於 Prompt 輸入您的任務內容，使用 @ 來指定對象
    注意：直接貼上 email 是無法聯繫到對象，請使用 @email

  • Step3-2: 直接在 Prompt 對話匡中使用 "@" 來標記人員，來觸發任務

注意：等待 Task Management 啟動後，您會看到歡迎詞，該歡迎詞的語言會參考您於瀏覽器設定的「偏好語言」。

  • Step4: 核對任務內容，正確請點擊 "Confirm Task" 按鈕，若不正確，您可以在此 Chat 中以10個 Prompt 內與 TM 確認任務內容，或是點擊 "Cancel Task" 按鈕取消此次任務

  • Step5: "Confirm Task" 按鈕按下後，將產生任務卡，進行任務執行。若要取消任務請點擊 "Cancel Task" 按鈕。

2. 查看發送任務的狀態 

  • Step1: 點選左下角的 Task Dashboard 確認任務狀態

  • Step2: 檢視目前發出的所有 Task 列表，任務的燈號說明如下:

    • 綠燈: 任務正常執行中

    • 黃燈: 該助理需要您的回覆

    • 紅燈: 任務錯誤而結束

    • 藍燈: 任務成功完成

  • Step3: 點擊任務名稱可跳回至任務中查看詳情

3.接收任務

  • Step1: 假如您正在使用達哥，會看到上方通知「OOO Assistant on behalf of XXX is looking for you」

    此時可以：
    1. 點擊「Reply」直接進入 Step 3
    2. 點擊左下角小鈴鐺接收任務訊息，進入 Step 2

  • Step2: 點擊 Accept

注意：假如您點擊「X」或是「Reject All」，通知會被清除，但並不會拒絕此項任務的接收

  • Step3: 在此步驟，您可以：
    1. 繼續並完成對話：與助理來回確認回覆內容後，點擊 「Finish Task」 按鈕結束任務，您的內容回覆將回傳給發起任務的同仁查看


    2. 直接結束對話：您可以隨時點擊 「Reject Task」按鈕結束任務，助理會代您通知任務發送者您已經拒絕任務