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Task Management

Manage your entire task portfolio through natural language. Retrieve, assign, reprioritize, update, and close tasks without leaving your current Microsoft 365 surface.

Key Capabilities​

Unified Task View​

Ask for a daily briefing, overdue items, or tasks within a date range. The assistant retrieves your full task portfolio instantly.

Task Assignment & Reassignment​

Assign tasks to any team member by name or email. Reassign as priorities shift — ownership changes are reflected instantly in Beak Desk.

Priority Management​

Set and update task severity — Critical, Major, or Minor — to ensure the most important items surface first in every view.

Notes & Follow-Ups​

Add contextual notes, status updates, or follow-up details to any task without leaving the conversation.

Example Commands​

Daily briefing:

"What's on my plate today?"

Overdue items:

"Show me all overdue tasks assigned to my team."

Reassignment:

"Reassign the vendor onboarding task from James to Divya."

Task closure:

"Mark task #1042 as complete — resolution: reviewed and approved by legal."

Add a note:

"Add a note to the budget task: waiting for CFO sign-off before proceeding."

Priority & Severity Levels​

Every task in Chief of Staff carries a severity level. This controls how tasks surface in views, briefings, and notification urgency. Default severity is Minor unless specified.

SeverityDefinitionExample Use Case
CriticalUrgent, business-blocking, time-sensitive. Appears first in all views.Board approval pending, production incident, regulatory deadline
MajorImportant work with near-term impact. Standard work escalation.Vendor contract review, quarterly budget sign-off, team deliverable
MinorLow urgency, informational or nice-to-have. Default level.Document updates, non-urgent follow-ups, FYI action items

Escalation example:

"Escalate the vendor onboarding task to critical — legal deadline is tomorrow."

Best Practices​

  • Start each day by asking for a daily briefing to surface priority items
  • Use severity levels consistently — reserve Critical for truly business-blocking items
  • Add resolution notes when closing tasks to maintain a clean audit trail
  • Reassign tasks promptly when ownership shifts to keep accountability clear