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The Task Library gives you ready-made Office Agent tasks that you can add to your workspace and customise. Once you add a template, it becomes a normal Office Agent task that you can review, edit, and run like any other task. If you are new to Office Agent, start here.

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How to use the Task Library

  1. Open Task Library.
Task Library list in Office Agent
  1. Choose a task that is close to the result you want.
  2. Review the template name, schedule, instructions, and notification settings.
Task Library task preview with the Try It button
  1. Click Try It.
  2. The task is added to your workspace in the on state.
Task Library task added to the Office Agent workspace
  1. Modify the task so it matches your business.
  2. Decide whether to leave it on or turn it off while you refine it.
  3. Review the task before relying on it to run automatically.

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What to review before you run a library task

Check:
  • whether the task name still suits your workflow
  • whether the schedule is right for your business
  • whether the instructions match the list, queue, or filter you actually want to use
  • whether the notification recipients and notification rule are appropriate
  • whether the enabled tools are broader than the task really needs
Even when the task looks close to correct, it is worth making it more specific to your business before you rely on it.

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How to customise a library task safely

After you add a library task, adjust it like any other Office Agent task:
  • rename it if needed
  • rewrite the instructions so they reflect your exact workflow
  • reduce the tools to the minimum needed
  • adjust the schedule
  • refine the notification setup
  • decide whether to leave the task on or turn it off while you refine it
  • run it and review the result before trusting it
Editing a Task Library task before relying on it The clearer you make the task, the better the result is likely to be. For more control, see How to create and manage Office Agent tasks.
Last modified on April 2, 2026