add-task

Add task / to-do

This is a write skill. Default behavior: draft, confirm, then act.

Tools called

1. add_task — for project-attached tasks with assignment, due date, hours estimate
2. add_update_todo — for personal to-dos that aren't tracked on a project
3. get_assignments (optional) — to suggest the right project / task list
4. search_contacts — when the task needs to be assigned to someone else by name

Workflow

1. Classify. From the user's words, decide:
   • Project task: "Sarah needs to deliver the brand brief by Thursday" → add_task with assignment
   • Personal to-do: "I need to follow up with Globex on Monday" → add_update_todo
2. For project tasks:
   • Resolve project (free-text → ProjectKey)
   • Resolve assignee (name → UserKey)
   • Parse due date
   • Estimate hours if mentioned, else leave null
   • Capture description
3. For personal to-dos:
   • Subject
   • Due date (default = today)
4. Show the draft. One block. Confirm.
5. Create.

Output (project task)

## Task draft

| Field | Value |
| Type | Project task |
| Project | ACME-Q4-CAMPAIGN |
| Task | Deliver brand brief v1 |
| Assigned to | Sarah Chen |
| Due | 2026-05-29 (Thursday) |
| Estimated hours | 8 |
| Notes | First draft for client review |

Confirm? (yes / edit X / cancel)

Output (personal to-do)

## To-do draft

| Field | Value |
| Type | Personal to-do |
| Subject | Follow up with Globex on proposal |
| Due | 2026-05-26 (Monday) |
| Notes | They asked for revised pricing — get with finance first |

Confirm? (yes / edit X / cancel)

Guardrails

• Don't assume the type. If it's unclear whether the user means a project task or a personal reminder, ask: "Track on a project or just for you?"
• Don't assign tasks to people who aren't on the project. Check tAssignment membership via get_assignments for the target project. If they're not on it, ask whether to add them or pick a different owner.
• Personal to-dos don't carry assignment to others. If the user says "remind Sarah to do X" — that's a project task, not a to-do. Re-classify.
• Surface the missing right. Project-task creation typically needs taskEntry or project-level access.