Work in Adam
Work with tasks
Start, follow, organize, and share tasks in Adam.
A task keeps your conversation with Adam and its files together.
Start a task
Select New Task in the sidebar and describe what you want to accomplish. Mention the relevant file or product and anything Adam should preserve or avoid changing.
You can give Adam more information in several ways:
- attach files with the composer button;
- drag files onto the task;
- paste text or an image;
- ask Adam to use a connected product; or
- start from inside Onshape or Fusion while viewing the design you want to work on.
Follow a running task
Adam shows its progress in the conversation. It may pause to ask a question or request approval. Respond in the task to continue.
You can send another message while Adam is working. It will pick up the message when it is ready.
Find and filter tasks
Open Tasks to search the workspace. Available filters include:
- All, Mine, and Team on shared teams;
- Active, Needs input, Completed, and Scheduled;
- where the task started, such as Web, Onshape, or Fusion; and
- the open CAD document when you are working inside a supported CAD panel.
You can rename, pin, or delete tasks from the task menu. Deleting a task is permanent, so review any files you still need first.
Review files
Files open beside the conversation on larger screens. Use the file tabs to compare outputs without leaving the task.
Open Files from the sidebar to search across all tasks.
Share a task
Task sharing is separate from team membership.
The task owner manages invitations and published links. Workspace policy can disable public links, collaboration, or invitations to people outside the workspace. If a sharing option is unavailable, ask your workspace administrator to check the policy.
Open the task's share control, select Share, enter an email address, and choose Can edit or Can view.
A person with Can edit can send messages in that task. A person with Can view has read-only access.
Work in the task continues using the task owner's execution context, including their paired desktop workstation. An editor's message does not switch the task to that editor's computer.
Open the Publish tab and choose a plain public link or a password-protected link. Published links are read-only.
Switch the task back to private to disable the link. If you change the password, visitors must enter the new one.
Continue related work
Reply in the same task when the earlier conversation, design, or files still matter. Start a new task for unrelated work or when you want to share it with different people.
When work spans several tasks that should use the same brief and reference files, organize it in a project.
For repeatable engineering work, keep the inputs, procedure, and checks in a reusable brief. Use Scheduled tasks when it should run at a particular time or recur automatically.