How the agent captures, reads, edits, reorders, and deletes tasks and inbox items using view-screen context. Use when the user mentions "this task", "these tasks", "this inbox item", or "the list", or asks to capture, show, review, reorder, complete, or delete tasks or inbox items.
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---
name: task-inbox-workflow
description: >-
How the agent captures, reads, edits, reorders, and deletes tasks and inbox
items using view-screen context. Use when the user mentions "this task",
"these tasks", "this inbox item", or "the list", or asks to capture, show,
review, reorder, complete, or delete tasks or inbox items.
---
# Task And Inbox Agent Workflow
## Rule
Read the user's visible context with `view-screen` before acting on anything
referential, capture ambiguous input into the inbox rather than the task list,
and never delete without explicit confirmation in chat.
## Capture
- Capture in chat → `create-inbox-item` by default; use `create-task` only when
the user asks to add directly to the task list.
## Read the screen before ambiguous edits
- Call `view-screen` before ambiguous edits when the user says "this task",
"these tasks", "this inbox item", or "the list".
- On `/tasks` or `/inbox`, `view-screen` returns `list` (with `items`), optional
`selectedItem` (`inListSnapshot`), and optional `selection`
(`selectedItems`, `selectedIdsNotInVisibleList`) when bulk-select is active.
- Prefer `selection.selectedItems` when the user has UI rows selected; fall back
to `selectedItem` for a single deep-link highlight.
- Use `navigation.includeDone` and `list` from `view-screen` to match what the
user sees on `/tasks`.
## Showing the list from another view
- When the user asks to see, review, or manage tasks while `navigation.view` is
not `tasks`, call `render-task-list-inline` instead of navigating away. Pass
`includeDone: true` when completed tasks should be included. The widget can
add tasks and toggle completion through the existing task actions.
- When the user is already on `/tasks`, use `view-screen` and the native task
list for task-list context unless the user explicitly asks for an inline
widget.
## Reordering
- Use `reorder-tasks` with the same `includeDone` flag when moving tasks in the
visible list.
- Use `reorder-inbox-items` with the inbox item ids in the desired
top-to-bottom order.
## AI task routing
- Call `suggest-task-route` for a queue suggestion, choice probability, confidence, and urgency probability. It reads an existing Queue field or uses the default Work, Personal, and Other options without changing the task.
- After the user accepts the queue, call `apply-task-route` with its name. The action creates the Queue field on first use. Urgency probability is a suggestion, not a stored priority.
## Deleting
- `delete-task`, `bulk-delete-tasks`, `delete-inbox-item`, and
`bulk-delete-inbox-items` only after explicit user confirmation in chat.
## Task detail extension slot
The task detail panel exposes `tasks.task-detail.bottom` as an `ExtensionSlot`
with `slotContext` containing `taskId`, `title`, `done`, and `fieldValues`.
## Related Skills
- **custom-fields** — custom field definitions, values, and task-card visibility.
- **action-reference** — the full action table with HTTP methods and arguments.
- **store-conventions** — the server store functions these actions call.
