> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theubik.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Turn decisions and follow-ups into owned work with source context and an audit trail.

Tasks turns inbox replies, meeting follow-ups, approval requests, and agent recommendations into owned work with a deadline, source context, and trail. It is built individual-first: your queue first, then the wider team and external counterparties.

## 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

<div className="ubik-steps">
  <div className="ubik-step"><span>01 · Create from evidence</span> Convert a thread, meeting note, document, or recommendation into work only when the expected outcome is clear.</div>
  <div className="ubik-step"><span>02 · Assign by authority</span> Keep it, hand it to a teammate, or send it to a supplier, customer, or forwarder with enough context to act.</div>
  <div className="ubik-step"><span>03 · Track blockers</span> The owner sees the task in their queue or inbox; you see whether it is waiting on evidence, approval, or a counterparty.</div>
  <div className="ubik-step"><span>04 · Close with context</span> Mark done, edit, or reassign while preserving the source and final decision trail.</div>
</div>

<div className="ubik-panel">
  <strong>Share without seats.</strong> 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.
</div>

## 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."                     |

## Next pages

* [Inbox](/workflows/inbox)
* [Approvals](/workflows/approvals)
* [Ask Ubik](/workflows/ask-ubik)