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Task

Definition

A task is a single discrete action inside a workflow, such as drafting a reply, updating a CRM record, or booking a meeting.

Tasks are the smallest unit of work an agent completes and the steps you see itemized on a work receipt. When your agent starts in draft-and-approval mode, tasks are what you approve: the drafted email, the proposed record update, the suggested reschedule. Nothing goes out without your sign-off until you decide otherwise.

A task is real work, but it is not the whole story. Automating tasks one at a time is how teams end up babysitting a pile of disconnected automations. Marshal assembles tasks into workflows and workflows into a workload, so accountability has one owner instead of forty little scripts.