What Tasks does
| Surface | Operating use |
|---|---|
| Personal queue | Tasks you own, sorted by deadline, source, owner risk, and blocker. |
| Assign to anyone | Teammates get queue items; external owners receive email and can reply. |
| Source attached | Every task carries the email, meeting, document, or thread it came from. |
| Activity trail | Reassignments, edits, completion, and delays are timestamped. |
A typical task loop
01 · Create from evidence Convert a thread, meeting note, document, or recommendation into work only when the expected outcome is clear.
02 · Assign by authority Keep it, hand it to a teammate, or send it to a supplier, customer, or forwarder with enough context to act.
03 · Track blockers The owner sees the task in their queue or inbox; you see whether it is waiting on evidence, approval, or a counterparty.
04 · Close with context Mark done, edit, or reassign while preserving the source and final decision trail.
Share without seats. You do not need every owner inside Ubik. Email-based handoff lets freight forwarders, suppliers, customers, and internal reviewers act on a task and reply without onboarding into a new tool.
Useful prompts around tasks
| Situation | Ask Ubik |
|---|---|
| End of day | ”Which tasks are blocked by another owner, missing evidence, or waiting on approval before tomorrow?” |
| Manager view | ”Which tasks have been open more than 5 days, what customer or margin risk do they carry, and who owns the next decision?” |
| Supplier chase | ”Create a task to chase the freight forwarder for BL-2408-219, attach the last ETA note, and set the owner.” |
| Customer follow-up | ”Turn this buyer ask into a task, attach the last quote, and flag whether finance approval is needed.” |