TASKS · INTAKE

Task Intake

Turn client notes and documents into reviewed Tasks—nothing is created until you approve it.

Source material

Paste requests or attach one safe source file. Stored text is redacted before analysis.

Draft

Client * Project * Source title * Source type Date Participants Paste notes, email, transcript, or request list * Optional source file (private, 10 MB max)Text files are extracted locally. For Word, PDF, or Excel, paste the relevant text above so Codex never analyzes an untrusted attachment directly. Default priority Default target date Execution profile Connections Splitting or analysis guidance

Source material

Review proposed Tasks