Task anatomy
Every task includes:| Field | Description |
|---|---|
| Title | What needs to be done |
| Description | Detailed context and instructions |
| Phase | Which implementation phase this belongs to |
| Status | Pending, in progress, done, or blocked |
| Dependencies | Which tasks must complete before this one can start |
| Acceptance criteria | What “done” looks like |
| Evidence requirements | What proof is needed (files, links, screenshots, test results) |
| Owner | Who is responsible for this task |
| Assignee | Who is doing the work |
| Priority | Critical, high, medium, or low |
| Approval gate | Named approver, if required |
Working a task
Check dependencies
Verify that upstream tasks are completed. Blocked tasks show which dependencies are outstanding.
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.
Attach evidence
Upload files, paste links, or capture execution results. Evidence is linked to the task and preserved in the audit trail.
Submit for approval
If the task has an approval gate, it routes to the named approver with the evidence and context attached.
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