Task Researcher Guide
The Task Researcher custom agent transforms uncertainty into verified knowledge through deep, autonomous research. It investigates your codebase, external documentation, and APIs to create evidence-backed recommendations.
When to Use Task Researcher
Escalate to Task Researcher when your task involves:
- 🔄 Multi-file changes requiring coordination
- 📚 New patterns or frameworks you haven't used before
- 🔌 External API integrations with authentication or complex workflows
- ❓ Unclear requirements needing investigation
- 🏗️ Architecture decisions affecting multiple components
What Task Researcher Does
- Investigates using workspace search, file reads, and external tools
- Documents findings with evidence, sources, and line references
- Evaluates alternatives with benefits and trade-offs
- Recommends ONE approach per technical scenario
- Outputs a comprehensive research document
NOTE
Why the constraint matters: Task Researcher knows it will never write the code. This single constraint transforms its behavior: it searches for existing patterns instead of inventing new ones, cites specific files as evidence, and questions its own assumptions because it can't hide them in implementation.
Output Artifact
Task Researcher creates a research document at:
.copilot-tracking/research/{{YYYY-MM-DD}}-<topic>-research.md
This document includes:
- Scope and success criteria
- Evidence log with sources
- Code examples from the codebase
- External research findings
- Recommended approach with rationale
How to Use Task Researcher
Option 1: Use the Prompt Shortcut (Recommended)
Type /task-research <topic> in GitHub Copilot Chat where <topic> describes what you want to research:
/task-research Azure Blob Storage integration for Python pipelines
This automatically switches to Task Researcher and begins the research protocol.
Option 2: Select the Custom Agent Manually
- Open GitHub Copilot Chat (
Ctrl+Alt+I) - Click the agent picker dropdown at the top
- Select Task Researcher
- Describe your task
Step 2: Describe Your Task
Provide context about what you're trying to accomplish. Be specific about:
- The problem you're solving
- Technologies or patterns involved
- Any constraints or requirements
Step 3: Let It Research
Task Researcher works autonomously for 20-60 minutes. It will:
- Search your codebase for patterns
- Read relevant files and documentation
- Use external tools (Context7, Azure docs, etc.)
- Create the research document
Step 4: Review the Research
When complete, Task Researcher provides:
- Summary of key findings
- Location of the research document
- Next steps for planning phase
Example Prompt
I need to add Azure Blob Storage integration to our Python data pipeline.
The pipeline currently writes to local disk in src/pipeline/writers/.
Research:
- Azure SDK for Python blob storage options
- Authentication approaches (managed identity vs connection string)
- Streaming uploads for files > 1GB
- Error handling and retry patterns
Focus on approaches that match our existing patterns in the codebase.
Tips for Better Research
✅ Do:
- Provide specific technical context
- Mention existing code patterns to match
- List specific questions to answer
- Include constraints (performance, security, etc.)
❌ Don't:
- Ask for implementation (that's Task Implementor's job)
- Skip research for complex tasks
- Provide vague descriptions
Common Pitfalls
| Pitfall | Solution |
|---|---|
| Research too broad | Focus on specific technical questions |
| Skipping research | Always research multi-file or unfamiliar changes |
| Not reviewing output | Read the research doc before planning |
Next Steps
After Task Researcher completes:
- Review the research document in
.copilot-tracking/research/ - Clear context using
/clearor starting a new chat - Proceed to planning with Task Planner
Pass the research document path to Task Planner so it can create an actionable implementation plan.
TIP
Use the 📋 Create Plan handoff button when available to transition directly to Task Planner with context.
🤖 Crafted with precision by ✨Copilot following brilliant human instruction, then carefully refined by our team of discerning human reviewers.