Task Management

Stop losing track of what needs to happen next. Create tasks, link them to customers and transactions, assign them to your AI, and let dependencies handle the sequencing.

What you can do

“Create a task to follow up with Acme Corp by Friday.”

“What’s overdue? What’s blocked?”

“Mark the SOW task as done - they pushed back on pricing but we closed at $600/mo. Remember that for future deals.”

“What did we ship last week? Turn it into a LinkedIn post.”

“What’s falling through the cracks?”

Your AI becomes your task manager, accountability partner, and weekly review generator.

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Tools

Task lifecycle

Tool	What it does
create_task	Create a task with title, due date, priority, tags, and optional entity links
update_task	Change any field on a task - status, priority, tags, due date, dependencies
complete_task	Mark done with a completion note. Optionally store the note as org memory. Returns any tasks that were waiting on this one.
remove_task	Remove a task (soft delete - recoverable)
assign_task	Reassign a task to a person or to @claude for AI execution
get_task	Full detail on a single task including what it blocks and what blocks it

Organization and search

Tool	What it does
list_tasks	Browse tasks with filters for status, priority, scope, tag, assignee, and due date
get_task_summary	Aggregate counts by status, priority, and assignee
add_task_note	Add a note to a task without changing its status

Entity linking

Tool	What it does
link_task	Connect a task to a customer, contact, interaction, transaction, project, playbook, or memory
unlink_task	Remove a link
list_entity_tasks	Find all tasks linked to a specific entity

Related surface tools

These cross-domain views live in the Surfaces module but are especially useful for task-centric workflows:

• get_session_start - Morning dashboard with overdue tasks, AI queue, finance pulse, cold customers, unread feeds, and suggested actions
• get_weekly_retro - Completed tasks grouped by tag with notes. Set format: 'linkedin' for a ready-to-post draft.
• get_stuck_list - Stale, blocked, and overdue tasks sorted by worst offenders with triage suggestions
• get_entity_card - Complete picture of any customer, contact, or transaction including all open tasks

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Key concepts

Dependencies

Set blocked_by_task_id when creating a task and it automatically enters “blocked” status. When you complete the blocker, the response tells you which tasks are now unblocked. No manual status juggling.

AI assignment

Assign tasks to @claude and your AI picks them up. When completing AI-assigned work, always include a completion_note so the outcome is captured.

Task-to-memory bridge

Set store_as_memory: true on complete_task and the completion note gets persisted as a searchable org memory with semantic embeddings. Great for capturing pricing decisions, customer preferences, or lessons learned - things that matter beyond the task itself.

Entity linking

Tasks can link to any entity in the system: customers, contacts, transactions, or memories. Use get_entity_card to see all open tasks for any entity in one call.

One owner per task

Every task has exactly one assignee: the single accountable owner, the “one neck to grab.” This is a deliberate design choice. When a task is assigned to a group, it tends to get done by no one, because nobody clearly owns the outcome. So Founders OS asks you to name one owner.

That does not mean only one person can be involved. When several people are part of the work, set the one accountable owner and name the others in the task description, or use @person tags for anyone you are waiting on. You get the clarity of single ownership without losing the context of who else is in the loop.

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Real-world example

You: "Remind me to send the revised SOW to Acme by Thursday.
      Link it to their customer record. Tag it #sales."

AI:   create_task({
        title: "Send revised SOW to Acme",
        due_date: "2026-04-16",
        tags: ["#sales"],
        links: [{ entity_type: "customer", entity_id: "acme-uuid" }]
      })

      Done. #sales was auto-registered in the tag registry.

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You: "SOW is sent. They negotiated down from $800/mo to $600/mo
      on support. Remember that."

AI:   complete_task({
        task_id: "...",
        completion_note: "Acme negotiated support from $800 to $600/mo.
          Enterprise prospects treat support tier as negotiable.",
        store_as_memory: true,
        memory_project: "sales"
      })

      Done. One task unblocked: "Schedule demo with CTO".
      Learning stored in org memory.