A task gives Scout Agent a defined piece of work to complete. Start with a narrow outcome, the right records and a clear deadline so you can judge the result.
Creating a task may start real work. Review the scope and channel permissions before delegating customer or supplier outreach.
Before you start
You need the relevant task and record access. Email or phone work also requires a usable channel and permissions. Check spending controls with your administrator.
Describe the IMU confirmation outcome, then link the required purchase order before creating the task.
Create and follow the task
Choose New → Task, or New task in Inbox.
In What’s the situation?, describe the outcome. For example: “Confirm the delivery date and quantity for the Navigation-grade IMU order’s open lines.”
Include the supplier, order lines, relevant dates, attachments and constraints. Link records where the form supports them instead of relying on an ambiguous name.
Choose Create task. Open the resulting task and review its type, responsible teammate, due date and Scout Agent’s role before relying on further work.
Open the created task in Inbox and follow its activity. Answer questions and review approval requests when they appear.
Check the final evidence, linked record values and any unresolved part of the scope.
Check the result
The task appears in the relevant Inbox view with its owner and scope. A completed task should explain the achieved outcome and provide enough evidence for your team to verify it.
Write an outcome Scout Agent can verify
Include the object, the change you need and the acceptance condition. “Chase this supplier” is open-ended; “Confirm dates and quantities for these two lines and flag any mismatch” gives the work a measurable end.
State boundaries such as approved recipients, a latest acceptable date or a decision that must come back to you. A boundary in the task helps explain the goal; workspace permissions still govern the tools available.
Review partial results
One task may cover several order lines or shipments. Check each unit individually. A partial supplier response should not be read as confirmation of every line.
If something does not look right
What you see | What to check |
Scout Agent is waiting | Open Needs input and respond to the current approval, question or connection request. |
Scout Agent hands it back | Read the handoff reason and the work already completed before deciding how to continue. |
Can I start without automated email or phone?
Can I start without automated email or phone?
You can define and review the task first. Work that needs an unavailable channel cannot complete through that channel until the setup or access issue is resolved.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.