A well-scoped task tells the team what needs to happen and who is responsible for moving it forward. Include enough context that another teammate can continue it.
Before you start
You need task creation access and the relevant workspace records. Available fields depend on the task type.
Describe the IMU confirmation outcome, then link the required purchase order before creating the task.
Create and check a task
Choose New → Task or New task in Inbox.
Describe the required result in What’s the situation?. Include the relevant identifiers and acceptance criteria.
Add the order, shipment, supplier or other records involved, together with any useful files or conversation context.
Choose Create task, then review the resulting task’s type, responsible teammate, due date, priority and Scout Agent role using its available fields.
Confirm the task details in Inbox and correct any ambiguity before further outreach. Read current activity before changing the task.
Check the result
The task is visible in the appropriate task view with the intended owner, scope and deadline. Assignment establishes responsibility; it does not prove work is already completed.
Pick a useful title
Name the result and the business object: “Confirm the Navigation-grade IMU order’s open lines” or “Find the missing shipment for the motor shipment.” Put acceptance criteria and constraints in the details.
Include a deadline that reflects the operational decision. A material-needed date, a supplier response deadline and a task due date can serve different purposes.
Keep ownership current
If the task is unassigned, choose an owner or ask an administrator to review assignment rules. When handing work to another teammate, leave enough context to explain completed steps, open questions and the next action.
If something does not look right
What you see | What to check |
A task field is unavailable | Check the selected type and workspace configuration with an administrator. |
The wrong teammate owns the work | Change the assignee on the task and confirm the new owner is visible. |
Should I create a second task from the same email?
Should I create a second task from the same email?
Search for existing work first. Link the conversation to the existing task when it belongs to the same outcome.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.