Company Work Map

Business stages are broader than duties: a stage groups work across roles; a duty is an ongoing responsibility; a task is a specific piece of work. There is no universal stage count. Templates are suggested starting points, and saved streams support 1-16 stages. Hover a stage or focus/tap its info button for an explanation and typical work. Company descriptions take precedence; renamed/custom stages ask for a description instead of inheriting unrelated examples. Edit descriptions in Discovery > Edit the profile and stages.

Open Company Work Map in the sidebar. The default path is simple: choose a business stream, choose a stage, select a highlighted person, then inspect that person’s duties, tasks and task flows. The map connects the saved business model to recorded work. A business template alone never creates company evidence.

Your company's name anchors the page. Workstream labels how it delivers value, with the saved stream name alongside it. Read left to right for the business stages, then down through People & duties to Task flows. Person summaries show actual duties; select someone to read each duty's purpose and its tasks. Work map gives the business overview, Work flows follows tasks and handoffs, and Tasks opens the detailed work. A workflow may cross several people's duties. Expanded mode keeps the company identity visible.

Follow the work

Open a stage's info button for Why this stage? New research proposes a useful grouping from company evidence and, when available, documented practices at comparable businesses. The help shows the rationale, exact passages, source links and dates, and what remains unknown. Company-reported evidence, Peer example and AI-suggested stage mean different things. A peer practice is not a client fact, a task assignment or proof of success. Older template stages show authored guidance instead. Existing custom stages survive later research.

1. Select a stream. The first saved stream is marked Primary; the others are Supporting.
2. Select a stage, or choose All company work. Stage names come from the saved business profile.
3. Select a person in the highlighted organization. The person’s labels distinguish Owns work from Does the work.
4. Open a duty, task or flow to inspect its record, inputs, output, evidence, handoffs and human decision boundary.

The chart uses the available screen height and stays in position when you switch stages. Drag to pan. Pinch or use +/− to zoom. Fit team brings everyone back into view; Expand provides more room. Scroll down to reach the task flows. On phones, person details appear below the chart. Stage help opens outside the stage row so you can keep clicking through the stages.

The organization is highlighted from recorded task owners and performers in the selected stage. Reporting lines remain manager relationships from the roster. The map does not infer work from a title, department, reporting line, task name or old valueStage field. Owners and performers describe accountability and performance; neither role is an approval.

Assign stages explicitly

Use Assign stages on a duty or task. A duty can belong to more than one stream or stage. Its tasks inherit the duty’s stage links through the duty’s recorded task IDs. A task with its own stage links overrides that inheritance; clear the task links to return to its duty’s stages. A task title, duty label or stage position never creates an assignment automatically.

Unassigned work appears under Work not assigned to a stage. Work with no recorded owner or performer stays visible as a gap. If a profile stage is removed, the old link appears under Repair assignments to removed stages so the advisor can choose a current stage. Missing links and missing people remain gaps instead of becoming guessed relationships. Saving an assignment creates a normal record version and follows the usual review rules.

Three views, one record

The task flow below the people section uses recorded workflow and handoff links. Branches and nearby cards are layout choices; only an explicit handoff establishes that work passes between tasks. Open Workflows & cases to inspect a workflow definition or a manually observed case. Case controls record observations and do not call an external business system.

Choose Work map, Work flows or Tasks. Work map contains the stage/people/duty path and reporting chart. Work flows shows recorded handoffs. Tasks provides the cards, filters and supporting registers. The former Connected, Org & duties and graph/control tabs are consolidated into these views and the existing record/governance tools. Open Client brief from the map to inspect coverage, discuss priorities, prepare a report and continue into Weekly review or Strategy.

PostgreSQL is authoritative; Neo4j is a derived projection. The normal Cobalt sample has a saved synthetic business profile and authored stage assignments. Those assignments remain editable and clearly synthetic. The guarded fallback for an incomplete old sample is illustrative and read-only; it never classifies client work.

Get the first connected map

Discovery saves proposed stage links with AI-created duties and task cards. Open Company Work Map to explore the result, then correct the work or its stage assignments. For older unassigned work, select the unassigned-work count above the chart, then choose Connect existing work with AI. This action also appears under Assign work to business stages below the chart. Open a duty or task to inspect the inference basis and confidence. These links do not grant authority or count as a person confirming the work.

Ask about missing details

The map can flag an unexplained stage, a duty without tasks, missing task details or people, and work whose sequence is not recorded. These are gaps in what we know, not proof that people work badly. A stage may not apply; a task may stand alone.

Choose a stage, then Ask about this work. Preview up to three questions and select the relevant people using their displayed, stored email addresses. Selection is deliberate: the whole roster is not enrolled. An unlinked person is not assigned questions just because of their job title. With continuing checks left on, this selection also authorizes later gap questions to those people. Turn it off for a single round.

Use Pause to stop queued automatic follow-ups and future checks; use Resume to continue for the saved selection. A send already in progress may finish. Only one work request stays open per person, new gap requests are spaced at least a week apart, and the same gap is not asked again automatically. An unanswered or unclear gap can still need advisor attention.

The private link lets the person speak or type, review the text, and submit. The answer is saved first. AI then proposes new work or fills missing details in eligible proposed records. Original evidence remains available; reviewed work, changed sources and conflicting accounts are held for advisor review. Delivery and processing status appear in the request history. A saved reply does not mean its AI update succeeded.

Sample workspaces allow question previews and send no emails. Real follow-ups need email and AI configured in Workspace settings. Replies may describe actual task flows, but automatically captured flows are documentation only. They cannot start cases until an advisor configures and reviews them through the normal workflow controls.