Manage and Share Global Agent Tasks

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Recent Tasks

Under Recent tasks in the left pane of the Merlin AI Agents hub, switch between two tabs. Each task appears under exactly one tab. Copy link becomes available once the task is visible to your workspace. A colleague’s task appears under Workspace tasks in either of the following cases:

• The task is a Global Agent task, and the task owner leaves the task visible to the workspace.
• The task is a run of a Custom Agent that your workspace publishes publicly. For a Custom Agent run, the agent’s visibility decides whether colleagues see the run.

For what each column in the list shows, refer to All Tasks Columns.

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Change the Task List View

Select the view options icon beside Recent tasks to change what the left pane shows: The view options icon carries a marker while any option is on. Reset at the top of the menu turns every option off, and MoEngage remembers your choices in this browser. With Group by agent on, each agent group shows five tasks, and View all opens the All tasks page for that agent.

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Search Tasks and Agents

Press Enter in Search tasks or agents, or select the magnifier, to open search. The results carry Tasks and Agents tabs, and a search needs at least two characters. Narrow the Tasks tab by time range, by run type, and by whether a task is active or archived. To open a specific task, paste the task’s Session ID into the search field. The left pane also has a Custom agents section. The section lists your pinned agents, and a Most used group of your three most-run live agents. Select View all in the section header to open the All custom agents page. Point at an agent under Most used to see the agent’s description, how many times the agent has run, and how long ago the agent last ran.

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Find a Task

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Filters Above the Table

Click View all next to Recent tasks to open the All tasks page, which carries the filters. Three filters sit above the table: Select run date offers Today, Yesterday, Last 7 Days, Last 30 Days, This Month, and Custom Range. Pick the dates on the calendar for a custom range, then click Done. Reset clears the range.

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Filters in the Filters Panel

Click the filter icon to open the Filters panel, which holds three more filters: Click Apply to apply the filters, or Reset all to clear the filters. The All tasks page lists the most recent runs first, and Load more extends the list with no limit on how far back you go. New task sits at the top of the page, so you start a task without leaving the list.

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Open a Task

On the All tasks page, select a task row to open a preview panel beside the list. The panel shows:

• The transcript of the task, including what the agent returned.
• Finished working, which expands the steps the agent took.
• Who last ran the task, and when.

The panel’s button depends on the task. On a manual task you started, the panel offers Continue task. On a colleague’s task, and on scheduled, test, and archived tasks, the panel offers Open task with a note that the task is view only. Select the file icon to open the task with the task’s output files. An archived task has no file icon. An open task shows the agent and the task name as a breadcrumb, along with the Visible to workspace switch, which only the task owner changes. The task menu holds Copy link, Copy session ID, and Pin to sidebar. On a task you own, the menu also holds Rename and Archive.

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Task Menu

Each task in the left pane carries a task menu. On a task you own, the menu holds the following actions:

• Copy link
• Rename
• Pin and Unpin
• Archive and Unarchive
• The Visible to workspace switch

On a colleague’s task under Workspace tasks, the left-pane task menu offers Copy link and Pin only, and the Visible to workspace switch does not appear. On a Custom Agent run, the switch is inactive, with a note that the task follows the agent’s visibility. For the full split, refer to What a Colleague Does on Your Task. Rows on the All tasks page have no menu. Open the task to use Copy link, Copy session ID, and Pin to sidebar from the task’s header menu, along with Rename and Archive on a task you own.

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Pin a Task

Pin a task to find the task quickly in the task list:

• Your pins are yours alone, and your sidebar holds up to 50 pinned items.
• You pin any colleague’s Global Agent task that you can see.
• When the task owner archives a task, the task leaves every user’s pins.

To list your pinned tasks, open the Filters panel on the All tasks page and set Show to Pinned only.

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Rename a Task

Each task starts with a title that MoEngage writes for the task. A scheduled run is titled with the agent’s name and the run’s scheduled time in UTC. Rename a task to describe the task in your own words. Only the task owner renames a task. Select Rename in the task menu, enter a title of up to 120 characters, and click Save. The dialog counts the characters as you type.

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Change Task Visibility

Global Agent tasks are visible to your workspace by default. As the task owner, you control a task’s visibility with the Visible to workspace switch:

• Switch on: Any user in your workspace finds the task under Workspace tasks, opens the task transcript, and reads the task outputs.
• Switch off: The task leaves Workspace tasks, and only you open the task from the task list.

Turning the switch on opens a confirmation, because everyone in your workspace can then read the task, including any customer data the task contains. Visibility works differently for the two agent families. A Global Agent task carries its own setting, so you change the setting per task. A Custom Agent run follows the visibility set on the parent agent, and the switch stays inactive on a Custom Agent run, including on a run you started yourself. To change who sees a Custom Agent run, change the visibility on the agent. For more information, refer to Create and Manage Custom Agents. Sharing a task shares the whole transcript, including every message you send and every tool result the agent returns. Turn the switch off when the task handles information meant for you alone.

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Copy a Task Link

Select Copy link in the task menu to copy the address of the open task. The option becomes available once the task is visible to your workspace, and the link works only for users who have permission to view the task.

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Archive and Restore a Task

Archive a task to take the task off your active list. Only the task owner archives or restores a task. Archiving a task has the following effects:

• MoEngage keeps the transcript and the output files.
• The task leaves every user’s pins.
• The task opens again once the owner restores the task.

To restore an archived task: If you open an archived task that you did not start, a notice says that only the person who started the task can restore the task. MoEngage keeps every task and its output files, and archives nothing automatically. A task stays in your list until you archive the task, or until someone deletes the Custom Agent that ran the task. MoEngage does not offer task deletion.

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What a Colleague Does on Your Task

When a colleague opens a task that you own, a notice replaces the message box, so the conversation stays yours to continue. A colleague can:

• Read the full transcript and the output files.
• Copy the task link.
• Copy the session ID.
• Pin the task to their own sidebar.

For the boundaries that apply inside a task, refer to Permissions and Safeguards.

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Next Steps