Automations
Create, organize, and run outcome-focused tasks from Vendo's Automations workspace.
Last reviewed July 13, 2026
Automations is Vendo’s task workspace. Each task records an outcome and owns an underlying workflow definition. Open Automations from the sidebar.
What You Can Do
- create a task manually or from an enabled template;
- set its title, description, priority, due date, and status;
- switch between list and Kanban views;
- attach supporting files;
- inspect the task history and workflow details;
- archive completed or inactive tasks.
Task Statuses
| Status | Use it for |
|---|---|
| Backlog | Accepted work that is not ready to start |
| To do | Ready for an owner to begin |
| In progress | Work currently being performed |
| Done | Outcome completed and checked |
| Cancelled | Work intentionally stopped |
Task status is controlled by the workspace. A separate run status can show whether the underlying workflow is open, scheduled, running, completed, failed, or archived.
Create a Task
- Open Automations.
- Select New Task.
- Enter a clear outcome, optional description, priority, due date, and starting status.
- Save the task.
- Open it to add attachments or review the underlying workflow.
If Templates is available, choose a template and review its inputs and trigger before creating the task. Template availability is workspace-specific.
Run Behavior
A visible Run action does not by itself guarantee that workflow execution is provisioned. Pipeline workflows require the journey runtime to be enabled for the environment. Agent-task templates require the production worker configuration used by your workspace.
Before relying on an automation in production:
- confirm the task reports that it is ready;
- test it with a reversible input;
- inspect the run history and output;
- verify the downstream system changed as intended;
- define an owner for failed runs.
If running is unavailable, the task can still be used to plan and track work. Contact your Vendo representative before treating it as an execution path.
Archive or Delete
Archive a task when you want to remove it from the active views while preserving access to it. Delete only when the task record is no longer needed. The underlying workflow can have a separate lifecycle, so confirm its state before deleting a task that has run.
Related
- Approvals — review proposed changes before execution
- Pipelines — monitor data movement and jobs
- Agent — investigate data and prepare work
- Activity Logs — investigate operational failures