Task

Project path

Delivery steps

Steps belong to this project only. Tasks keep their ids; removing a step leaves its tasks unassigned on the path.

Light capture

Add what arrived

1 · Capture

Keep the original request intact. Allocation can happen now or later.

No file selected.
This is an email or message (sender, subject, date)

A copy of the selected file is retained in this workspace, independent of where the original lives. Current limit: 25 MB per file.

2 · Where it goes

Choose one outcome. Nothing is assigned automatically, and filing to Comms never creates a task.

Shared work record

Edit details

Record

Record

Document context

Document

Workspace + data

Workspace and backups