Managing work
Organise work with tags and ownership
Tasks are easier to use when their name, owner and tags answer three simple questions: what is this, who is taking the next action, and how should it be found later?
Give work a clear home
Use a specific title and assign the people who need to act. An assignee is not a promise that every detail is finished; it tells the workspace who should pick up the next useful action.
Tags group related work across a workspace. Use a small, consistent vocabulary that your team understands. For example, a project tag can group its tasks while a plain subject tag can make a recurring kind of work searchable.
Find and review work
In Workspace → Tasks, search and filter the task list before creating a new task. This helps avoid duplicate work. Open the matching task and update its description, steps, assignees or tags when the work changes.
Agents can list tasks using manage_task and then update a chosen task. Ask for a read-back after an update so you can confirm the intended task changed.
A prompt to try
List the active tasks tagged “site-visit”. Group them by assignee and show any that have no next step. Do not change anything.
Find duplicate tasks about the site visit. Recommend which task should remain the source of truth and why. Do not merge or archive anything yet.
Use fewer, better tags
Tags work best when they are deliberate. Check the existing tags before adding a new spelling or near-duplicate. Use task steps for the work inside one task; use tags to connect tasks across the workspace.
See Tasks: keep a job together and Dates and recurring work.