Tasks are a powerful feature in Sana AI that can help streamline your workflow, ensure consistency, and save time. This article will guide you through the process of creating, using, and categorizing tasks in Sana AI.
How to Create Tasks
Creating a task in Sana AI is a straightforward process. Follow these steps to create your own tasks:
Identify the Objective: Before creating a task, determine its purpose. This will help you decide what data to include and how to format it. Common examples include report tasks, email tasks, and project plans.
Access the Task Creation Tool:
Open Sana AI and navigate to the Tasks section.
Click on the "Create task" button on the right side.
Fill in the New Task Details:
Title: Describe what a user can do with your task. This should be a clear and concise description.
Category: Search for an existing category or create a new one. Categories help in organizing and finding tasks easily.
Sources: Add sources to make the assistant's answers more accurate. This could include links to documents, databases, or any other relevant information.
Access: Decide who can see this task. The available options are "Only me" and "Everyone in organization".
Assistant Prompt: Here you add all the relevant information for the task:
What the AI is expected to do when using the task: Clearly define the task or action the AI should perform.
Add [[]] to add source references in the text: Use double square brackets to include source references that the AI can use to provide more accurate answers.
Add {{}} to make this section editable: Use double curly braces to create placeholders for editable sections. For example, you can add {{company}} to allow users to input a company name when using the task.
Save the Task:
Once you are satisfied with your task, click the "Create" button.
Your task will now be available in the Tasks section for future use.
How to Use a Task
Using a task in Sana AI is designed to be intuitive and efficient.
Select the Task:
Navigate to the Tasks section in Sana AI.
Browse through the list of available tasks or use the search function to find the one you need.
Apply the Task:
Click on the task you want to use.
Depending on the type of task, you may specify additional details. For example, you can choose sources to be used, whether to use web search or not.
Run the Task:
Click Run task at the bottom of the window to start a new chat with all the options that you have previously identified.
How to Categorize Tasks
Organizing your tasks can help you quickly find the right one when you need it. Here’s how you can categorize tasks in Sana AI:
Identify the Category:
When creating a task, you can identify the category to which the task belongs. This helps in organizing and finding tasks easily.
Assign Tasks to Categories:
During the task creation process, select the appropriate category from the dropdown menu or create a new category if needed.
View Categories:
After the task is created, the category will appear on the right side in the Tasks section. This visual cue helps in quickly identifying the category of each task.
Filter by Category:
If you choose any specific category from the list on the right side, all tasks with this specific category will appear. This makes it easier to locate the right task without having to browse through all available options.
Use Cases for Tasks
Tasks can be used in a variety of scenarios to enhance productivity and ensure consistency. Here are some common use cases:
Email Task:
Sales Outreach: Create tasks for initial outreach emails, follow-ups, and thank you notes to streamline communication with potential clients.
Customer Support: Use tasks for common support queries to ensure quick and consistent responses.
Report Task:
Weekly Reports: Standardize weekly status reports with tasks that include sections for progress updates, challenges, and next steps.
Project Reports: Use taskss to document project milestones, deliverables, and timelines.
Meeting Agendas:
Team Meetings: Create tasks for regular team meetings that include sections for agenda items, discussion points, and action items.
Client Meetings: Use tasks to prepare structured agendas for client meetings, ensuring all important topics are covered.
Comparison of Two Files:
Highlighting Differences: Create tasks specifically designed to compare two files and highlight the differences. This can be particularly useful for version control, proofreading, and ensuring consistency between document revisions.
By following these steps, you can effectively create, use, and categorize tasks in Sana AI, enhancing your productivity and ensuring consistency across your tasks.
Tips
Leverage the Sana AI chat for instructions on how to prompt and how to create prompts that you can save as tasks.
For further information about Sana AI, please contact [email protected] via email.