> ## Documentation Index > Fetch the complete documentation index at: https://moengage.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Manage and Share Global Agent Tasks > Find, pin, rename, share, and archive Merlin AI Global Agent tasks using the My tasks and Workspace tasks views. > [!NOTE] > > **Prerequisites** > > Before you begin, ensure the following: > > * Your workspace has access to the Global Agent. For more information, refer to [Global Agent: Overview](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/global-agent/global-agent-overview.md#availability). > * You have run at least one task. For more information, refer to [Run Tasks with the Global Agent](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/global-agent/run-tasks-with-the-global-agent.md). ## 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. | | My tasks | Workspace tasks | | :- | :- | :- | | **What the tab lists** | Every task you start, whether the task is visible to your workspace or only to you | Tasks your colleagues start that you have permission to read | | **Agent families covered** | Global Agent and Custom Agent runs | Global Agent and Custom Agent runs | | **State on arrival** | Unread until you open the task | Read, because a colleague has already run the task | | **Actions in the task menu** | **Copy link**, **Rename**, **Pin**, **Archive**, and the **Visible to workspace** switch | **Copy link** and **Pin** | **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. ![The left pane of the Merlin AI Agents hub showing the Recent tasks list with the My tasks and Workspace tasks tabs highlighted](https://mintcdn.com/moengage/JAFXRotswrETmyF0/images/global-agent-task-scope.png?fit=max\&auto=format\&n=JAFXRotswrETmyF0\&q=85\&s=c69731fd62f3f5b666cbb590b3f37357) For what each column in the list shows, refer to [All Tasks Columns](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/global-agent/run-tasks-with-the-global-agent.md#all-tasks-columns). ### Change the Task List View Select the view options icon beside **Recent tasks** to change what the left pane shows: | Option | Effect | | :- | :- | | **Group by agent** | Groups the list under the agent that ran each task. Each agent group collapses. | | **Hide scheduled** | Removes scheduled Custom Agent runs from the list. | | **Show archived** | Switches the list to your archived tasks. Turn the option off to return to active tasks. | ![The view options menu beside Recent tasks, showing the Group by agent, Hide scheduled, and Show archived options](https://mintcdn.com/moengage/JAFXRotswrETmyF0/images/global-agent-view-options.png?fit=max\&auto=format\&n=JAFXRotswrETmyF0\&q=85\&s=1f55da637b4262a7229c5a2a475d13f7) 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. ### 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. > [!WARNING] > > The **Tasks** tab covers the last 30 days by default, so an older task stays out of the results until you widen the time range. 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. ## Find a Task ### 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: | Filter | Description | | :- | :- | | **Search tasks** | Matches the start of each word in a task title. The term `revi` matches "Review". | | **All agents** | Limits the list to one agent, including the Global Agent. Search the dropdown to find an agent by name. | | **Select run date** | Limits the list to runs within a date range. | **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. ### Filters in the Filters Panel Click the filter icon to open the **Filters** panel, which holds three more filters: | Filter | Options | | :- | :- | | **Trigger** | **Manual (Live)** or **Scheduled**. Global Agent tasks are always **Manual (Live)**, and **Scheduled** applies to Custom Agent runs. | | **Visibility** | **All tasks**, **My tasks**, or **Workspace tasks**. | | **Show** | **Pinned only** or **Archived only**. Leave the filter empty to show all tasks. | ![The Filters panel on the All tasks page with the Trigger, Visibility, and Show dropdowns highlighted](https://mintcdn.com/moengage/JAFXRotswrETmyF0/images/global-agent-task-filters.png?fit=max\&auto=format\&n=JAFXRotswrETmyF0\&q=85\&s=a5a1e23417cb57a3cf98040d46665956) 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. > [!NOTE] > > The **Visibility** filter switches between the same views as the **My tasks** and **Workspace tasks** tabs. To set whether your workspace sees a task, refer to [Change Task Visibility](#change-task-visibility). ## 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**. ## 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](#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. ### 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**. ### 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. > [!WARNING] > > A task title is visible to every user who can view the task. Review the title before you make a task visible to your workspace. ### 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](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/custom-agents/create-and-manage-custom-agents.md). 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. ### 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. ### 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: **1. Show archived tasks** Select the view options icon beside **Recent tasks** and turn on **Show archived**. On the **All tasks** page, open the **Filters** panel and set **Show** to **Archived only** instead. **2. Find the task** Locate the task in the list. **3. Restore the task** Select **Unarchive** in the task menu, or open the task and select **Unarchive and open**. 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. ## 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](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/global-agent/global-agent-overview.md#permissions-and-safeguards). ## Next Steps > **[Run a Task](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/global-agent/run-tasks-with-the-global-agent.md)** > > Start a task, attach files, choose a mode, and review the output files the agent produces. > **[What the Agent Can Change](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/global-agent/global-agent-overview.md#permissions-and-safeguards)** > > See what the agent writes, what stays a manual step, and how your workspace data is kept separate. > **[Agent Permissions](https://moengage.com/docs/user-guide/ai-and-intelligence/merlin-ai/custom-agents/custom-agents-essentials-permission-and-security.md)** > > Review the permission scopes and security guardrails that apply across Merlin AI agents. 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