From d7251217486074f595a486cce75db1e15d4d0860 Mon Sep 17 00:00:00 2001 From: "claude[bot]" <41898282+claude[bot]@users.noreply.github.com> Date: Tue, 12 May 2026 23:32:03 +0000 Subject: [PATCH 1/4] docs(TSP-1233): document Has active tool failures filter Add documentation for the new "Has active tool failures" filter option in the agent task filtering system, including Errors tab behavior and cross-references across task queue and troubleshooting pages. Co-Authored-By: Claude Sonnet 4.6 --- .../agent-settings/task-view.mdx | 35 +++++++++++++++++-- .../give-your-agent-tasks/task-queue.mdx | 11 +++++- .../troubleshooting-agents-not-working.mdx | 4 +++ 3 files changed, 47 insertions(+), 3 deletions(-) diff --git a/build/agents/build-your-agent/agent-settings/task-view.mdx b/build/agents/build-your-agent/agent-settings/task-view.mdx index b79a0666..29bc8d8d 100644 --- a/build/agents/build-your-agent/agent-settings/task-view.mdx +++ b/build/agents/build-your-agent/agent-settings/task-view.mdx @@ -34,7 +34,7 @@ Use this search box to select specific tools or information sources you want to **Why this matters:** By focusing on specific tools, you can create specialized dashboards that show only the task activity relevant to particular workflows or responsibilities. -### When to Use Custom Task Views +### When to use custom task views Task Views are particularly valuable when: @@ -43,4 +43,35 @@ Task Views are particularly valuable when: - You want to reduce clutter and focus only on certain types of Agent activity - Different team members need to track different aspects of your Agent's work -By creating targeted views, you can efficiently monitor exactly what matters most to you without being overwhelmed by unrelated task activity. \ No newline at end of file +By creating targeted views, you can efficiently monitor exactly what matters most to you without being overwhelmed by unrelated task activity. + +## Filtering tasks by error and status + +The task filter builder lets you narrow the task list to exactly the tasks you need. Two filters are especially useful for diagnosing problems: + +- **Agent has errored** — shows tasks where the agent itself encountered an error and stopped +- **Has active tool failures** — shows tasks where one or more tools failed during execution, even if the agent continued running + +### How the "Has active tool failures" filter works + +1. Open the task filter builder from the task list sidebar +2. Select **Has active tool failures** from the filter options +3. The task list updates to show only tasks that have at least one tool failure recorded against them + +**Why this matters:** Tool failures don't always cause the agent to stop. An agent may retry, skip a step, or continue with degraded output while a tool failure goes unnoticed. This filter surfaces those tasks so you can review them, even when overall task status appears normal. + +### Using both filters together + +You can combine **Has active tool failures** and **Agent has errored** in the same filter to see tasks with any kind of failure — both agent-level errors and tool-level failures. This gives you a complete picture of everything that went wrong across your agent's recent runs. + +**Common use cases:** + +- Debugging: pinpoint which tasks had tool issues after a configuration change +- Monitoring agent reliability: check periodically for tool failures that didn't surface as errors +- Identifying problematic tools: if the same tool keeps appearing in filtered results, it likely needs attention + +### The Errors tab + +The **Errors tab** in the task list is a pre-built view focused entirely on failed and errored tasks. When you open it, the **Has active tool failures** filter is automatically enabled and locked — you'll see explanatory text in the filter bar explaining why. This prevents accidental removal of the filter and ensures the Errors tab always reflects its intended purpose. + +Use the Errors tab as your go-to starting point when an agent run produces unexpected results and you need to quickly identify which tasks had tool failures. \ No newline at end of file diff --git a/build/agents/give-your-agent-tasks/task-queue.mdx b/build/agents/give-your-agent-tasks/task-queue.mdx index 7da2f03d..7fcaf88f 100644 --- a/build/agents/give-your-agent-tasks/task-queue.mdx +++ b/build/agents/give-your-agent-tasks/task-queue.mdx @@ -71,7 +71,16 @@ The task queue provides valuable insights about what's being imported and proces These insights help you understand your agent's workload and make informed decisions about scaling or adjusting your task schedules. -## Best Practices +## Filtering tasks by failure type + +When reviewing failed tasks, you can use the task filter builder to narrow down exactly which tasks had problems: + +- **Has active tool failures** — filters to tasks where one or more tools failed during execution, even if the agent kept running +- **Agent has errored** — filters to tasks where the agent itself stopped due to an error + +These filters help you separate tool-level failures from agent-level failures, which often point to different root causes. For a full explanation of how to configure and combine these filters, see [Task View Settings](/build/agents/build-your-agent/agent-settings/task-view#filtering-tasks-by-error-and-status). + +## Best practices - **Monitor regularly**: Check your task queue regularly to ensure tasks are processing as expected - **Review failed tasks**: Pay attention to failed tasks to identify patterns or issues that need addressing diff --git a/get-started/troubleshooting/troubleshooting-agents-not-working.mdx b/get-started/troubleshooting/troubleshooting-agents-not-working.mdx index f6b44b88..880fc818 100644 --- a/get-started/troubleshooting/troubleshooting-agents-not-working.mdx +++ b/get-started/troubleshooting/troubleshooting-agents-not-working.mdx @@ -37,6 +37,10 @@ Learn how to monitor your credit and action usage at both the [organization leve When agents fail, it's often because one of their tools is not working properly. Here's how to troubleshoot tool issues: + +Use the **Has active tool failures** filter in the task list to quickly identify which tasks had tool failures — including cases where the agent continued running despite a tool error. See [Task View Settings](/build/agents/build-your-agent/agent-settings/task-view#filtering-tasks-by-error-and-status) for details. + + #### Step 1: Test the tool independently 1. Go to the [Tools page](https://app.relevanceai.com/tools) From 4b6f0b5727daf85ca67b2830bdc3dbdbf7e3cd81 Mon Sep 17 00:00:00 2001 From: jordanc-relevanceai Date: Fri, 22 May 2026 08:42:10 +1000 Subject: [PATCH 2/4] docs(TSP-1233): capitalize Task View as a product noun Co-Authored-By: Claude Opus 4.7 (1M context) --- build/agents/build-your-agent/agent-settings/task-view.mdx | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/build/agents/build-your-agent/agent-settings/task-view.mdx b/build/agents/build-your-agent/agent-settings/task-view.mdx index 29bc8d8d..6b3e5d30 100644 --- a/build/agents/build-your-agent/agent-settings/task-view.mdx +++ b/build/agents/build-your-agent/agent-settings/task-view.mdx @@ -12,7 +12,7 @@ sidebarTitle: "Tasks View" ### View Title -Enter a clear, descriptive name for your custom task view. This title will appear in the task view selector, making it easy to find and switch between your different task dashboards. +Enter a clear, descriptive name for your custom Task View. This title will appear in the Task View selector, making it easy to find and switch between your different task dashboards. **Examples:** @@ -34,7 +34,7 @@ Use this search box to select specific tools or information sources you want to **Why this matters:** By focusing on specific tools, you can create specialized dashboards that show only the task activity relevant to particular workflows or responsibilities. -### When to use custom task views +### When to use custom Task Views Task Views are particularly valuable when: From 11cf68b686aec053e56ca827f5caefec19b65c5a Mon Sep 17 00:00:00 2001 From: jordanc-relevanceai Date: Fri, 22 May 2026 09:18:50 +1000 Subject: [PATCH 3/4] docs(TSP-1233): move filter content to Tasks Overview, expand to cover filtering as a whole The task filter builder is available from the run tab without requiring a custom Task View, so Tasks Overview is a more natural home than Task View Settings. Section now enumerates all filter categories from filterTabs.ts, with failure filters as a sub-section. Co-Authored-By: Claude Opus 4.7 (1M context) --- .../agent-settings/task-view.mdx | 33 +--------------- .../give-your-agent-tasks/task-overview.mdx | 39 +++++++++++++++++++ .../give-your-agent-tasks/task-queue.mdx | 7 +--- .../troubleshooting-agents-not-working.mdx | 2 +- 4 files changed, 42 insertions(+), 39 deletions(-) diff --git a/build/agents/build-your-agent/agent-settings/task-view.mdx b/build/agents/build-your-agent/agent-settings/task-view.mdx index 6b3e5d30..31c51021 100644 --- a/build/agents/build-your-agent/agent-settings/task-view.mdx +++ b/build/agents/build-your-agent/agent-settings/task-view.mdx @@ -43,35 +43,4 @@ Task Views are particularly valuable when: - You want to reduce clutter and focus only on certain types of Agent activity - Different team members need to track different aspects of your Agent's work -By creating targeted views, you can efficiently monitor exactly what matters most to you without being overwhelmed by unrelated task activity. - -## Filtering tasks by error and status - -The task filter builder lets you narrow the task list to exactly the tasks you need. Two filters are especially useful for diagnosing problems: - -- **Agent has errored** — shows tasks where the agent itself encountered an error and stopped -- **Has active tool failures** — shows tasks where one or more tools failed during execution, even if the agent continued running - -### How the "Has active tool failures" filter works - -1. Open the task filter builder from the task list sidebar -2. Select **Has active tool failures** from the filter options -3. The task list updates to show only tasks that have at least one tool failure recorded against them - -**Why this matters:** Tool failures don't always cause the agent to stop. An agent may retry, skip a step, or continue with degraded output while a tool failure goes unnoticed. This filter surfaces those tasks so you can review them, even when overall task status appears normal. - -### Using both filters together - -You can combine **Has active tool failures** and **Agent has errored** in the same filter to see tasks with any kind of failure — both agent-level errors and tool-level failures. This gives you a complete picture of everything that went wrong across your agent's recent runs. - -**Common use cases:** - -- Debugging: pinpoint which tasks had tool issues after a configuration change -- Monitoring agent reliability: check periodically for tool failures that didn't surface as errors -- Identifying problematic tools: if the same tool keeps appearing in filtered results, it likely needs attention - -### The Errors tab - -The **Errors tab** in the task list is a pre-built view focused entirely on failed and errored tasks. When you open it, the **Has active tool failures** filter is automatically enabled and locked — you'll see explanatory text in the filter bar explaining why. This prevents accidental removal of the filter and ensures the Errors tab always reflects its intended purpose. - -Use the Errors tab as your go-to starting point when an agent run produces unexpected results and you need to quickly identify which tasks had tool failures. \ No newline at end of file +By creating targeted views, you can efficiently monitor exactly what matters most to you without being overwhelmed by unrelated task activity. \ No newline at end of file diff --git a/build/agents/give-your-agent-tasks/task-overview.mdx b/build/agents/give-your-agent-tasks/task-overview.mdx index a264675f..6cb7464d 100644 --- a/build/agents/give-your-agent-tasks/task-overview.mdx +++ b/build/agents/give-your-agent-tasks/task-overview.mdx @@ -91,3 +91,42 @@ Think of the Tasks Page as your collaboration space with your AI assistant: 4. Check the **right sidebar** for technical details and resource usage This integrated view ensures you always know what your agent is doing, why it made certain decisions, and how you can work together to get better results. + +## Filtering tasks + +The task filter builder in the Task List lets you narrow the list to exactly the tasks you need. Filters work directly from the run tab — you don't need to create a custom Task View to use them. + +### Available filters + +- **Status** — filter by task state (Running, Completed, Paused, Timed out, Unrecoverable error, Pending approval, and others) +- **Agent** — filter to tasks from a specific agent +- **Tool usage** — filter by which tools the task used +- **Errors** — filter by failure type, including **Has active tool failures** and **Agent has errored** +- **Metadata (Memory)** — filter on custom metadata fields attached to tasks +- **Date created / Last updated** — filter by time range +- **Email tracking** — filter by email open events +- **Created by** — filter by who or what triggered the task +- **Advanced filters** — combine custom conditions for more specific queries + +### Filtering for failures + +The **Errors** filter has two options that surface different kinds of failure: + +- **Agent has errored** — shows tasks where the agent itself encountered an error and stopped +- **Has active tool failures** — shows tasks where one or more tools failed during execution, even if the agent continued running + +**Why both matter:** Tool failures don't always cause the agent to stop. An agent may retry, skip a step, or continue with degraded output while a tool failure goes unnoticed. The **Has active tool failures** filter surfaces those tasks so you can review them, even when overall task status appears normal. + +Combine both filters to see tasks with any kind of failure — both agent-level errors and tool-level failures. + +**Common use cases:** + +- Debugging: pinpoint which tasks had tool issues after a configuration change +- Monitoring agent reliability: check periodically for tool failures that didn't surface as errors +- Identifying problematic tools: if the same tool keeps appearing in filtered results, it likely needs attention + +### The Errors tab + +The **Errors tab** in the Task List is a pre-built view focused entirely on failed and errored tasks. When you open it, the **Has active tool failures** filter is automatically enabled and locked — you'll see explanatory text below the filter explaining why. This prevents accidental removal of the filter and ensures the Errors tab always reflects its intended purpose. + +Use the Errors tab as your go-to starting point when an agent run produces unexpected results and you need to quickly identify which tasks had tool failures. diff --git a/build/agents/give-your-agent-tasks/task-queue.mdx b/build/agents/give-your-agent-tasks/task-queue.mdx index 7fcaf88f..f6a9b4a8 100644 --- a/build/agents/give-your-agent-tasks/task-queue.mdx +++ b/build/agents/give-your-agent-tasks/task-queue.mdx @@ -73,12 +73,7 @@ These insights help you understand your agent's workload and make informed decis ## Filtering tasks by failure type -When reviewing failed tasks, you can use the task filter builder to narrow down exactly which tasks had problems: - -- **Has active tool failures** — filters to tasks where one or more tools failed during execution, even if the agent kept running -- **Agent has errored** — filters to tasks where the agent itself stopped due to an error - -These filters help you separate tool-level failures from agent-level failures, which often point to different root causes. For a full explanation of how to configure and combine these filters, see [Task View Settings](/build/agents/build-your-agent/agent-settings/task-view#filtering-tasks-by-error-and-status). +When reviewing failed tasks, the **Has active tool failures** and **Agent has errored** filters in the Task List help you separate tool-level failures from agent-level failures — see [Filtering for failures](/build/agents/give-your-agent-tasks/task-overview#filtering-for-failures) for how to use them. ## Best practices diff --git a/get-started/troubleshooting/troubleshooting-agents-not-working.mdx b/get-started/troubleshooting/troubleshooting-agents-not-working.mdx index 880fc818..8dab3a08 100644 --- a/get-started/troubleshooting/troubleshooting-agents-not-working.mdx +++ b/get-started/troubleshooting/troubleshooting-agents-not-working.mdx @@ -38,7 +38,7 @@ Learn how to monitor your credit and action usage at both the [organization leve When agents fail, it's often because one of their tools is not working properly. Here's how to troubleshoot tool issues: -Use the **Has active tool failures** filter in the task list to quickly identify which tasks had tool failures — including cases where the agent continued running despite a tool error. See [Task View Settings](/build/agents/build-your-agent/agent-settings/task-view#filtering-tasks-by-error-and-status) for details. +Use the **Has active tool failures** filter in the Task List to quickly identify which tasks had tool failures — including cases where the agent continued running despite a tool error. See [Filtering for failures](/build/agents/give-your-agent-tasks/task-overview#filtering-for-failures) for details. #### Step 1: Test the tool independently From 49a6a51aacc119cfd5fb7949efb632a89d39e52d Mon Sep 17 00:00:00 2001 From: jordanc-relevanceai Date: Thu, 4 Jun 2026 14:22:22 +1000 Subject: [PATCH 4/4] docs(TSP-1233): drop Errors tab subsection and revert task-queue filtering edit Co-Authored-By: Claude Opus 4.8 (1M context) --- build/agents/give-your-agent-tasks/task-overview.mdx | 6 ------ build/agents/give-your-agent-tasks/task-queue.mdx | 6 +----- 2 files changed, 1 insertion(+), 11 deletions(-) diff --git a/build/agents/give-your-agent-tasks/task-overview.mdx b/build/agents/give-your-agent-tasks/task-overview.mdx index 96dd031b..ed079f03 100644 --- a/build/agents/give-your-agent-tasks/task-overview.mdx +++ b/build/agents/give-your-agent-tasks/task-overview.mdx @@ -119,9 +119,3 @@ The **Errors** filter has two options that surface different kinds of failure: **Why both matter:** Tool failures don't always cause the Agent to stop. An Agent may retry, skip a step, or continue with degraded output while a tool failure goes unnoticed. The **Has active tool failures** filter surfaces those tasks so you can review them, even when overall task status appears normal. Combine both filters to see tasks with any kind of failure — both agent-level errors and tool-level failures. - -### The Errors tab - -The **Errors tab** in the Task List is a pre-built view focused entirely on failed and errored tasks. When you open it, the **Has active tool failures** filter is automatically enabled and locked — you'll see explanatory text below the filter explaining why. This prevents accidental removal of the filter and ensures the Errors tab always reflects its intended purpose. - -Use the Errors tab as your go-to starting point when an Agent run produces unexpected results and you need to quickly identify which tasks had tool failures. diff --git a/build/agents/give-your-agent-tasks/task-queue.mdx b/build/agents/give-your-agent-tasks/task-queue.mdx index f6a9b4a8..7da2f03d 100644 --- a/build/agents/give-your-agent-tasks/task-queue.mdx +++ b/build/agents/give-your-agent-tasks/task-queue.mdx @@ -71,11 +71,7 @@ The task queue provides valuable insights about what's being imported and proces These insights help you understand your agent's workload and make informed decisions about scaling or adjusting your task schedules. -## Filtering tasks by failure type - -When reviewing failed tasks, the **Has active tool failures** and **Agent has errored** filters in the Task List help you separate tool-level failures from agent-level failures — see [Filtering for failures](/build/agents/give-your-agent-tasks/task-overview#filtering-for-failures) for how to use them. - -## Best practices +## Best Practices - **Monitor regularly**: Check your task queue regularly to ensure tasks are processing as expected - **Review failed tasks**: Pay attention to failed tasks to identify patterns or issues that need addressing