Task And Inbox Agent Workflow

Rule

Read the user's visible context with view-screen before acting on anything referential, capture ambiguous input into the inbox rather than the task list, and never delete without explicit confirmation in chat.

Capture

• Capture in chat → create-inbox-item by default; use create-task only when the user asks to add directly to the task list.

Read the screen before ambiguous edits

• Call view-screen before ambiguous edits when the user says "this task", "these tasks", "this inbox item", or "the list".
• On /tasks or /inbox, view-screen returns list (with items), optional selectedItem (inListSnapshot), and optional selection (selectedItems, selectedIdsNotInVisibleList) when bulk-select is active.
• Prefer selection.selectedItems when the user has UI rows selected; fall back to selectedItem for a single deep-link highlight.
• Use navigation.includeDone and list from view-screen to match what the user sees on /tasks.

Showing the list from another view

• When the user asks to see, review, or manage tasks while navigation.view is not tasks, call render-task-list-inline instead of navigating away. Pass includeDone: true when completed tasks should be included. The widget can add tasks and toggle completion through the existing task actions.
• When the user is already on /tasks, use view-screen and the native task list for task-list context unless the user explicitly asks for an inline widget.

Reordering

• Use reorder-tasks with the same includeDone flag when moving tasks in the visible list.
• Use reorder-inbox-items with the inbox item ids in the desired top-to-bottom order.

AI task routing

• Call suggest-task-route for a queue suggestion, choice probability, confidence, and urgency probability. It reads an existing Queue field or uses the default Work, Personal, and Other options without changing the task.
• After the user accepts the queue, call apply-task-route with its name. The action creates the Queue field on first use. Urgency probability is a suggestion, not a stored priority.

Deleting

• delete-task, bulk-delete-tasks, delete-inbox-item, and bulk-delete-inbox-items only after explicit user confirmation in chat.

Task detail extension slot

The task detail panel exposes tasks.task-detail.bottom as an ExtensionSlot with slotContext containing taskId, title, done, and fieldValues.

Related Skills

• custom-fields — custom field definitions, values, and task-card visibility.
• action-reference — the full action table with HTTP methods and arguments.
• store-conventions — the server store functions these actions call.