Use case · By situation

Give a new teammate a concrete first task

For team leads onboarding a person into ongoing work.

A new teammate needs the current task, its source material and a person to ask. A pile of old chat transcripts is not a handoff. Assign a Work task with a description and next action. Add source links and answer questions in the comments so the discussion stays with the task.

A new teammate

Complete the first project change

Example content
  1. Next action

    Run the linked setup instructions and record any blocker

  2. Context

    Task purpose and source links

  3. Evidence

    Owner and next action

What to put in the task

  • Assign the task to the person responsible for the next action.
  • Add evidence links and explain what they show in a comment.
  • Update the task when the work changes so the next reader has the current state.

Before you rely on it

Command interception depends on your client's hooks or proxy; see the setup guide for Claude Code, Codex, Cursor and other MCP clients.

  • They need access to the selected account and any linked sources. Assigning a task does not enroll a device or install client hooks.
  • Work must be enabled for the selected account, and you need permission to read or change the task. Security access and device setup are separate.

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