Workspace Guide
Assistant and AI

Background assistant tasks

Define a bounded task and follow its reviews while continuing to use chat.

Prepare a task

Request a concrete result in a chosen folder or project, such as reviewing and organizing selected notes. The proposal should state where it will work, what actions it will perform and the expected result. Check that scope before approving the start.

Follow progress

Keep chatting while the task advances. Check its status to distinguish ongoing work, a step awaiting review, completion or a problem. Acceptance does not mean the task is complete.

Review a step

When a review is requested, read the exact action and destination. Approving that review allows that step to proceed. Writes and application actions require the reviews provided by this flow; do not give generic approval while assuming you know future steps.

Cancel and check

Cancel a task you no longer need. Completed changes remain: cancellation does not automatically undo completed work. Review the result and completed steps before starting a similar task.

The task uses an available configured model and a bounded scope. For a simple question or workspace draft, start with chat.

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