Where tasks come from
A task is created from a source entity:| Source | What it represents |
|---|---|
| Plan approval | A plan pending an approval decision. |
| Alert instance | A raised alert that surfaced an issue. |
| Recommended plan | An AI-generated plan recommendation to review. |
| Recommendation digest | A batched summary of recommendations (grouped by shop and domain). |
Plan approvals are the primary live source today; the alert- and recommendation-sourced
tasks are rolling out. Either way, the inbox is the single place to see open work.
Status & priority
| Status | Meaning |
|---|---|
| Open | Awaiting action (default). |
| In progress | You’ve started on it. |
| Done | Completed. |
| Dismissed | Intentionally skipped. |
Working with the inbox
Act from the source
Click a task to jump to its source — e.g. the approvals queue
for a plan approval — and make the decision there.
The navbar shows a badge with your count of open + in-progress tasks. Tasks are
organization-scoped.

