Stay on top of assignments and priorities with the AI-driven task prioritization assistant, powered by TaskRay and Agentforce.
With TaskRay Agent Action: Prioritize Tasks, users can engage with the Agentforce AI Assistant and use simple conversation-based prompts to get summarized details about their most imminent priorities, bringing visibility to critical work and upcoming deadlines.
The TaskRay Agent Action requires Salesforce Agentforce and TaskRay to be available in the org.
Overview of TaskRay Agent Action: Prioritize Tasks
About
TaskRay Agent Action: Prioritize Tasks allows using conversation-based prompts in Agentforce to get a quick overview of daily priorities. The action is designed to generate a summary of the top-priority tasks based on assigned deadlines, making it easy for users to plan their workday.
Configure TaskRay Agent Action: Prioritize Tasks [Admin]
Agentforce & TaskRay Action Configuration Permissions
A System Administrator profile is required for configurations. Additionally, the Agentforce Default Admin permission set is required for Agentforce configurations.
Step 1: Install the TaskRay Agentforce Extension Package
To install the extension package, follow this link: Project Management for Agentforce: TaskRay AI.
The package will include the following:
- Flow: TaskRay Agent Action: Prioritize Tasks
Step 2: Enable the Flow Automation
Once the extension package is installed in your org, the first step is to enable the Flow that generates prioritized lists of tasks for users.
From the technical standpoint, the flow is constructed to generate a list of open tasks that are either overdue or due today. The flow is also set up to exclude tasks that are archived or blocked.
To enable the flow:
- From Setup, navigate to Process Automation | Flows.
- Locate the TaskRay Agent Action: Prioritize Tasks flow and click on the More Actions down arrow on the right within the row. Select the View Details and Versions option.
- On the flow details screen, in the Flow Versions section, click on Activate on the latest flow version.
Step 3: Configure the Action
The next part of the configuration is to set up the Action for task prioritization.
- From Setup, navigate to Einstein | Einstein Generative AI | Agent Studio | Agent Actions.
- On the Agent Actions page, click on + New Agent Action.
- In the Create an Agent Action modal, click into the Reference Action Type field and select Flow.
- This should reveal the Reference Action field. Click into the field and select the TaskRay Agent Action: Prioritize Tasks flow.
- Click Next.
- On the following screen, enter the following for Agent Action Instructions: This action returns a user's prioritized TaskRay Task records. Use it in conversation when a user asks about which tasks should be done today, or which tasks to prioritize. Questions or phrases like, "which tasks should I work on today", or "what tasks should I do today", or "help me prioritize my tasks" should trigger this action. Do not cache this data. Refetch the data every time the action is called.
- In the Input section, enter/set the following:
- Instructions: Ignore this input.
- Require input: false (unchecked)
- Collect data from user: false (unchecked)
- In the Outputs section, enter/set the following for Overdue_Tasks_Output:
- Instructions: This is a list of TASKRAY__Project_Task__c records prioritized by due date.
- Filter from agent action: false (unchecked)
- Show in conversation: true (checked)
- Output Rendering: List
- In the Outputs section, enter/set the following for Overdue_Tasks_Text_Output:
- Instructions: This is text describing the Overdue_Tasks_Output.
- Filter from agent action: false (unchecked)
- Show in conversation: true (checked)
- Output Rendering: Text
- Click Finish.
Step 4: Configure the Agent
After the Flow is activated and the Action is created, the next step is to configure the Agent. This step mainly incorporates setting up a new Topic in the Agent.
- From Setup, navigate to Einstein | Einstein Generative AI | Agent Studio | Agents.
- From the table at the bottom of the page, open the Agent where you would like to configure the TaskRay Action (e.g. Agentforce (Default)).
- On the Agent detail page, click on Open in Builder.
- Once in the Agent Builder, the next step is to create a new Topic. In the left sidebar, in the Topics tab, click on the New button and select the New Topic option from the dropdown.
- In the Create a Topic modal, copy and enter the following details:
- Topic Label: TaskRay Task Prioritization
- Classification Description:This topic helps a user locate their most urgent tasks, which are tasks with the soonest deadlines.
- Scope: Your job is only to help users prioritize tasks.
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Instruction: If a user needs help prioritizing tasks, call the action "TaskRay Agent Action: Prioritize Tasks"
- Click Next.
- On the following screen within the Create a Topic modal, you will need to select the actions that are relevant to the topic. Using the checkboxes, select the following action from the list: TaskRay Agent Action: Prioritize Tasks.
- Click Finish.
- In the top right corner of the builder, click on Activate.
TaskRay Agent: User Guide
Once the Action is configured, users can leverage the Agentforce AI Assistant to review their upcoming priorities in TaskRay.
Agentforce & TaskRay Action User Permissions
Agentforce works within the context of users' permissions. TaskRay Action: Prioritize Tasks requires users to have access to TaskRay data (granted via the TaskRay - Standard Access permission set and a TaskRay license) and Agentforce.
Additionally, users need the Access Agentforce Default Agent permission set to access and use the Agentforce AI Assistant.
Generate a Summary of Top Tasks
As a user, you can leverage Agentforce to get a quick summary of your top TaskRay tasks to focus on for the day. This summary will be generated based on the tasks' due dates, prioritizing those that are overdue first, followed by tasks that are due today.
- From any page in Salesforce, click on the Agentforce logo in the top right corner.
- This will open the Agentforce AI Assistant. Using the chat, you can request to get a summary of your top TaskRay priorities for the day. Agentforce is designed to be flexible with conversational prompts. That said, you can use a prompt like "What tasks should I work on today?
- Once submitted, you should see a list of your top TaskRay Task priorities for the day.