Where tasks come from
Four sources, and one rule that keeps the board from filling with noise.
Four sources
A post marked as a task
A note you deliberately marked with the composer's task icon. A plain note creates nothing.
The weekly summary
When you finalise a week, its action items become tasks.
An assistant proposal
After you approve it, and carrying the machine mark.
An indicator breach
When an indicator crosses its threshold, a task is raised for its owner naming the worst case.
Why a plain note creates nothing
If every note created a task, the board would fill within a week with things nobody intended to do — and a board full of noise is a board nobody looks at.
A voice note creates none either, because until the transcript lands it has no body. Nor does a document, because a reference to a file is not a description of a task.
Every task has exactly one scope
A task belongs to an organisation, or an engagement, or a contact — never to two.
That is structural rather than a convention: the door that creates a task offers no way to name two scopes.
Read this next
- Contacts & engagementsNotes, replies and decisionsThe three things you write into a feed, and how they differ in practice.
- Work, tasks & PulseWeekly summariesDraft, review, finalise — and the action items that land on the board.
- IndicatorsBreaches and what happens nextOnce per period, on the card of the work it is about, and only for the person accountable.
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