Task anatomy
Every task includes:Working a task
1
Check dependencies
Verify that upstream tasks are completed. Blocked tasks show which dependencies are outstanding.
2
Move to in progress
Update the task status to signal you’re working on it
3
Do the work
Execute the task — manually, with AI assistance, or through a combination. Use the task discussion to ask questions or get help from the AI assistant.
4
Attach evidence
Upload files, paste links, or capture execution results. Evidence is linked to the task and preserved in the audit trail.
5
Submit for approval
If the task has an approval gate, it routes to the named approver with the evidence and context attached.
6
Mark complete
Once evidence is attached and approval is granted (if required), mark the task as done.
AI-assisted execution
For tasks where automation helps, you can use AI-assisted execution:- Click into a task and use the discussion panel to ask the AI for help
- The AI can generate diagnostics, remediation plans, configuration files, and verification scripts
- Execution runs in a sandboxed environment — isolated from your production systems
- Output is captured as evidence and linked to the task
Handling blockers
When a task is blocked:- Mark it as blocked and describe the reason
- The dependency graph immediately shows which downstream tasks are affected
- Escalate by creating a risk with severity and ownership
- When the blocker is resolved, unblock the task and attach evidence of resolution
Filtering and views
The checklist supports multiple views:- List view — default, grouped by phase
- Kanban view — tasks as cards across status columns
- Gantt view — timeline with dependencies
- Dependency diagram — interactive node-link graph showing critical path
Next steps
Monitoring health
Track implementation health over time
Governed execution
Understand the evidence and approval model