Setting tasks
Drafts
Creating, editing and sending a task for refinement.
A new task is created as a draft — you can edit it freely while it is not in the pipeline.
- Title and body in markdown with Editor / Preview tabs; changes are saved automatically.
- Attachments — Word, Excel and PowerPoint documents, PDFs and text files that go to the analyst when the task is set.
- Buttons: “Save”, “Send for refinement” (starts the formulation) and “Cancel” (irreversible).