Back to featuresOperations
Tasks and agencyiq assignment
Task creation from the sidebar, communications, messages, and manual workflows, including the system agent assignee.
Operator notes
- The task quick-create control is permission-gated by tasks.write.
- Messages and email threads pass source context into task metadata.
- agencyiq is the permanent system agent assignee for operational follow-up.
Safety checks
- Task assignment stays tenant-scoped.
- Message-originated tasks preserve communication references.
- Escalations can be separated from standard follow-up tasks.
Primary routes
/app/tasks/app/inbox/app/communications