Delegate a Task

Setting up a use case for which your Kubiya Teammate will be responsible

1. Go to the Tasks page

In the top-bar navigation menu, click Teammates. Then in the left-hand menu, click Tasks.

Here you can see a list of your existing tasks.

2. Click Delegate Task

Click the Delegate Task button in the top-right corner

3. Select a Task Type

Browse the various use cases that Kubiya offers out-of-the-box. Upon selecting a task type from the list, a preview of the task will be shown on the right.

Choose the task that best fits your needs, then click Continue.

4. Add Task Details

You will be presented with a form to fill in the details for the task. Where possible, Kubiya will offer you to choose from the resources that you've already created in the Kubiya platform (e.g. integrations, runners, secrets, and more).

• Task Name: Give your task a memorable name to easily identify it later on.

• Task Description: Give a clear description of what it does. This is important so that when chatting with your AI Teammates they'll know which task you're referring to.

5. Save Task Details

Once all mandatory fields in the form are completed, click Save & Continue.

6. Review & Delegate

A confirmation screen will appear, listing each resource that will be created as part of the task. This includes both Kubiya resources and third-party resources from platforms like GitHub or Jira.

If you need to make changes, just click the back arrow in the top-left corner.

If it looks good, click Delegate and Kubiya will start provisioning the resources listed in the summary.

Note: This can take up to a few minutes, so please continue to check back and/or refresh the page. You can see the task's current status on the Tasks list screen.

When the resources are finished provisioning, the task's status will be Active, which means that your Kubiya Teammate can now perform the task.

In some cases, there might be an issue. If so, the status will be Error. In this case, click on the task to view a more detailed error message and steps to resolve it. If you're having trouble, please reach out to our team at [e-mail].

Task Statuses

• Provisioning: Resource provisioning is still in progress.

• Active: Resource provisioning was successful. Your task has officially been delegated and your Kubiya Teammate can now perform it.

• Error: If Terraform Apply fails, a banner message will inform you that the task could not be created, with a prompt to view the task details for more information.

Sidenote: Resources created by your task

Kubiya resources created by a task cannot be modified from their respective resource list pages since they are managed by this task. To modify these resources in any way, you must do it by editing the task itself.