Tasks gives project engineers a focused view of assigned work across projects. Open a task to see its project context, requirements, dependencies, files, and available Chat.
Start a task
- Confirm the intended outcome and acceptance criteria.
- Check whether predecessor tasks and customer decisions are complete.
- Read linked source files and recent project activity.
- Verify the account and target system before using tools.
- Break ambiguous work into an investigation step and an execution step.
Work with Chat
Ask mode is a good place to investigate, compare configurations, draft a change plan, or prepare a PSA note. If execution is allowed:
- switch to Full access only for the required action;
- review the target and proposed effect;
- approve protected calls individually;
- verify the result in the connected system;
- return to Ask mode for the next reasoning step if appropriate.
Document the result
A useful task note records:
- what changed;
- where it changed;
- the evidence that it succeeded;
- any deviation from the plan;
- any customer or project impact;
- follow-up work and its owner.
When supported, Forge can help draft or post a note to the PSA. Review the note as an operational record, not as a transcript of the conversation.
Complete or hand off
Mark the task complete only when its acceptance criteria are met and required writebacks are visible. If blocked, state:
- the blocker;
- the evidence gathered;
- the decision or access required;
- the specific next owner.
Keep reusable discoveries out of a one-off task note. Capture them in the relevant project template, skill, runbook, or account context so the next project can benefit.
