uipath-tasks

UiPath Tasks (Action Center) — Agent Skill

Preview — skill is under active development; surface and behavior may change.

Action Center is UiPath's human-in-the-loop platform. Tasks represent work items that require human input — form approvals, document validation, data labeling, and more.

All operations go through uip tasks <verb> --output json.

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Login & Tenant Setup

Default to Production. Only switch environment/org/tenant when explicitly stated in the request.

• If the request mentions no environment → use the current session (defaults to prod cloud.uipath.com)
• If the request explicitly names an environment/org/tenant → check uip login status and re-login if needed

When switching is required:

1. Check current login: uip login status --output json — verify UIPATH_URL, Organization, and Tenant
2. Re-login with --authority only if environment differs:
   • Alpha: uip login --authority https://alpha.uipath.com --tenant <tenant>
   • Staging: uip login --authority https://staging.uipath.com --tenant <tenant>
   • Production: uip login --tenant <tenant> (default, no --authority needed)
3. If already on the right environment but wrong tenant: uip login tenant set <tenant-name>

# Check current environment, org, and tenant
uip login status --output json

# Login to Alpha with a specific tenant
uip login --authority https://alpha.uipath.com --tenant MyTenant

# List all available tenants (after login)
uip login tenant list --output json

# Switch tenant within the same environment
uip login tenant set MyTenant

Critical: The --tenant flag on tasks commands does NOT switch the active session tenant. The environment is determined by UIPATH_URL in the auth file — always confirm with login status before running tasks commands.

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When to Use

• Listing or inspecting Action Center tasks across folders
• Assigning, reassigning, or unassigning tasks to users
• Completing tasks with action outcomes and data payloads
• Querying which users have task permissions in a folder

Not in scope: Orchestrator queues or queue items (use uip or), Document Understanding model training, or Action Center app development (use uip codedapp).

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Task Types

Type	CLI value	Description
Form task	FormTask	Form-based approval/action task
External task	ExternalTask	Generic external task
App task	AppTask	Action Center app-based task
Document validation	DocumentValidationTask	Document Understanding validation
Document classification	DocumentClassificationTask	Document Understanding classification
Data labeling	DataLabelingTask	Data labeling task

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Task Statuses & Priorities

Status	Meaning
Unassigned	Created but not assigned to any user
Pending	Assigned, awaiting completion
Completed	Completed with an action/outcome

Priority	Level
Low	Low
Medium	Medium (default)
High	High
Critical	Critical

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Quick Start

# Check login and active tenant
uip login status --output json

# Switch tenant if needed
uip login tenant set <tenant-name>

# List all tasks across folders
uip tasks list --output json

# Get details of a specific task
uip tasks get <task-id> --output json

# Assign a task to a user
uip tasks assign <task-id> --user alice@company.com --output json

# Complete a task
uip tasks complete <task-id> --type ExternalTask --folder-id <folder-id> --output json

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Critical Rules

1. Always resolve org and tenant first. If the user specifies an org/environment and tenant, run uip login status to check the active tenant, then uip login tenant set <tenant> to switch if needed. Never assume the active tenant matches the user's intent.

2. Task IDs are numeric. Unlike other UiPath services that use GUIDs, Action Center uses numeric task IDs. Use tasks list to discover task IDs.

3. Folder ID is required for complete. Tasks are scoped to folders. Use --folder-id when completing tasks.

4. Complete requires --type. The API routes to different endpoints per task type. Always include --type when completing a task. Use tasks get to check the task type first.

5. FormTask and AppTask require --action and --data for completion. Other task types allow optional action and data.

6. Assign accepts --user-id or --user (email). Use tasks users <folder-id> to discover assignable users and their IDs.

7. Always discover before acting. Use tasks list or tasks get to inspect task state before performing assign/complete operations.

8. Do not complete already-completed tasks. Check the task status field — if it is Completed, inform the user.

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Task Navigation

Task	Commands to use
List all tasks	tasks list
List tasks in a folder	tasks list --folder-id <id>
List tasks as admin	tasks list --as-admin
Get task details	tasks get <task-id>
Get task with type hint	tasks get <task-id> --task-type FormTask --folder-id <id>
Assign a task	tasks assign <task-id> --user <email>
Assign by user ID	tasks assign <task-id> --user-id <id>
Reassign a task	tasks reassign <task-id> --user <email>
Unassign a task	tasks unassign <task-id>
Complete a task	tasks complete <task-id> --type <type> --folder-id <id>
Complete with action	tasks complete <task-id> --type FormTask --folder-id <id> --action "Approve" --data '{...}'
List assignable users	tasks users <folder-id>

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Workflow: Discover → Plan → Act → Verify

Always follow this pattern:

1. Discover — list tasks, get details, find assignable users
2. Plan — determine the operation (assign, complete, etc.)
3. Act — execute the operation
4. Verify — re-read the task to confirm the state change

# 0. Ensure correct tenant
uip login status --output json
uip login tenant set <tenant-name>   # only if needed

# 1. Discover
uip tasks list --output json
uip tasks get <task-id> --output json

# 2. Plan — determine the task type, folder ID, and action needed

# 3. Act — assign a task
uip tasks assign <task-id> --user alice@company.com --output json

# 4. Verify
uip tasks get <task-id> --output json

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Troubleshooting

Error	Cause	Fix
Not logged in	Auth expired	uip login
HTTP 401	Invalid token	Re-login
HTTP 403	Permission denied	Ensure account has Action Center permissions in the folder
Missing assignee	Neither --user-id nor --user provided	Add --user <email> or --user-id <id>
Task not found	Wrong task ID	Run tasks list to get correct ID
Completion fails	Wrong --type	Use tasks get to check the actual task type
Completion fails for FormTask	Missing --action or --data	FormTask and AppTask require both --action and --data
Cannot assign	User lacks permissions in folder	Run tasks users <folder-id> to list eligible users

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References

For deeper guidance, read these files only when needed:

• references/task-lifecycle.md — Listing and getting tasks, type-hint endpoint routing, and the full discover→assign→complete workflow
• references/task-completion.md — Completion endpoint routing, required fields per task type
• references/task-assignment.md — Assign, reassign, unassign patterns and user discovery
• references/action-center-urls.md — Canonical Action Center URL patterns; read this before constructing or sharing any task deep-link (the portal-UI misclassifies tenant-less URLs as "Orchestrator not enabled")