With the Teramind Revealed Agent, users select their active task manually from the agent's task list, so project and task time follows what each user says they are working on (see this article to learn how to use the Revealed Agent).
The Stealth Agent has no user interface, so there is no one to pick a task. Instead, you can automatically assign projects or tasks to users based on their real-time activity by utilizing the Tasks and Behavior Rules features.
Here's how you can do it:
1. Create a project/task from the Configurations > Tasks screen.
2. Create a Behavior Rule and select Set User's Active Task as the rule action. This tells the system to automatically assign the user a specific task when the rule's conditions are met. Here's an example:
This rule automatically assigns a "Meeting" task whenever a user opens communication apps like Zoom or Microsoft Teams (using an Applications rule) or uses web versions of Google Meet or Zoom (using a Websites rule).
You can combine additional rule types for broader coverage. A Camera Usage rule, for example, detects video conferences directly - it triggers whenever the camera is in use, so you don't have to maintain a list of specific apps or websites.
Other Use Case Examples
Specialized Work: Automatically assign an "Accounting" task when a user works on specific files containing keywords like "budget" or "accounting" (using a Files rule).
Automatic Break Detection: Transition a user to a "Break" task if they have been idling for a predetermined amount of time (using Applications or Webpages rules).
Notes on Rule Task Selection Action Timeout Option
The Rule task selection action timeout option under Configurations > Settings > Alerts (under the Alerts & Limits section) controls how long a task assigned by the Set User's Active Task rule action remains active after the user moves away from the activity that triggered the rule. The default value is 300 seconds (5 minutes).
Here's how it works:
When a rule's conditions are met, the agent switches the user's active task immediately.
When the user switches to an activity that no longer matches the rule, the timeout countdown begins.
If the user returns to the rule-matching activity before the timeout expires, the current task is kept and the countdown resets.
If the timeout expires, the agent switches the user back to their Default Task (you can change an employee's Default Task from the Agents screen or from the Account tab on the employee's profile).
This acts as a grace period that prevents the active task from flipping back and forth when users briefly change activities. For example, with the default 5-minute timeout, a user assigned the "Meeting" task can briefly check email or reference a document during a Zoom call without losing the Meeting task — that time is still tracked against the meeting.
Tips:
Increase the timeout if rule-assigned tasks revert to the default task too quickly for users who legitimately multitask (e.g., taking notes in another app during meetings).
Decrease the timeout for more granular task attribution — at the cost of more frequent task switching when users change activities.
This is a global setting and applies to all behavior rules that use the Set User's Active Task action.