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Task Buckets are blueprints for future AI assistants and agents — derived from your Task Inventory and your team’s prioritization decisions.

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Prerequisite: identify your best automation candidates

Before creating a task bucket, make sure you’ve identified the tasks you want to bundle:

• Review the Task Inventory in the Hybrid Team Planner
• Use the filters described in Sorting Tasks in HTP to find high-value candidates (e.g., high priority and/or high AI rating)

What a Task Bucket does (and what it doesn’t)

A Task Bucket lets you park tasks for later while you plan an AI take-over:

• Tasks in a bucket are still owned by the human roles they currently belong to
• You’re simply creating a cluster / blueprint for a future AI assistant or agent

This is useful when you want to align on scope first, without changing ownership immediately.

Create and fill a Task Bucket

1. In the Hybrid Team Planner, open the Task Buckets area.
2. Create a new bucket (e.g., “AI Social Media Assistant”, “AI HR Assistant”).
3. Select tasks from the Task Inventory and add them to the bucket.

Task Buckets (video)

Task Buckets (video)

Turn a bucket into a real AI teammate (“Create”)

When you’re ready, click Create in the Task Buckets area. A dialog will ask whether:

• you have already built the agent/system yourselves, or