Give your first task

Create a task#

Select Assign task in the Office (or press C), New task on Work, or Assign task on an employee.

1. 1

   Write a title and a brief

   Say what you want and what good looks like: “Reply about a late paper delivery. Draft a short apology to a customer whose printer paper arrived two days late, offering free delivery on their next order.”

2. 2

   Choose when it starts

   Now, or After a task that must finish first; the task then starts with that task’s deliverable. This shows once the company has other tasks.

3. 3

   Choose who does it

   Leave it Picked for you and Royak picks an employee from roles, responsibilities and skills; when several fit, one short routing call decides. Or pick someone under Choose someone.

4. 4

   Create it

   Select Create task (⌘ Enter). It starts at once if the employee is free.

When routing isn’t sure who fits, the sheet says why and suggests someone: Assign to {name}, pick another, or Don’t assign it.

What happens to a task#

In the Office the employee works at their desk with a bubble naming the step (“Reading the returns policy”). Open the task from the employee, from Work, or from the update in your Inbox to see its record.

• Summary: who did it, on which model, when, and what it cost.
• Deliverable: the document it produced, with Open in Artifacts, and any files it kept.
• Sources: the documents from your knowledge it cites.
• Timeline: every step, with what each one cost.

When it needs you#

A task that needs you shows Waiting for you: a question to answer (Send answer), an action to approve, a limit to raise, or credits that ran out. Nothing runs or is charged while it waits. It also waits in your Inbox and the Office’s Needs you.

At the foot of the task, Pause holds it and Resume continues from the same step; Cancel task… stops it for good.

When is it done?#

A task is done only when its deliverable is stored and passes its checks, never because the employee says so. Your Inbox’s Updates says “{name} finished …”, and the deliverable opens in Artifacts.

Not quite right? Select Request revision, write your Feedback and Send for revision. A task can be revised up to three times. Tick Also propose a standing rule to make the lesson part of the employee’s instructions, once you approve its wording.

Questions#