# Tasks and workflows

> A task is one piece of corporate-secretarial work. Behind it, a workflow of steps — each with its own way of running — carries it from start to finish, and the task’s status is worked out from those steps.

_Updated 2026-07-11_

Source: /help/tasks-and-workflows

**In short:** Create a task (appoint a director, file an annual return, onboard a client…) and CorpSec AI lays out a workflow of steps. Each step is one of seven types (form, document, verification, approval, signing, filing, data update) and runs in one of four modes — auto, AI draft, AI assist or manual. You never set the task status by hand: it is calculated from the state of its steps.

## Creating a task — two ways

A task is a single job you need done for a client. Click + New task in the left panel (or press ⌘K) to open the New Task box. It has two tabs:

_[screenshot: The New Task box with the Quick Create / Just Chat tabs, a company search field, and the task-type picker.]_

1. **Click "+ New task"** — In the left panel, or press ⌘K and choose "New task". You can also start one already scoped to a company from that company’s workspace.
2. **Pick Quick Create or Just Chat** — Quick Create for a known task type; Just Chat to describe it in words.
3. **Choose the company and task type (Quick Create)** — The task type tells CorpSec AI which workflow to lay out. Incorporation types can be created with no company yet — the workflow creates it.
4. **Add your first instruction** — For example "Appoint Jane Tan as a director from 1 August." The AI takes it from there in the centre column.

- Quick Create — when you already know the company and the kind of work. Pick the company from the search box, choose a task type, and CorpSec AI lays out the right workflow. It even auto-fills a sensible task title for you.
- Just Chat — when you would rather just describe it. Type something like "File the annual return for TechNode Alpha" and CorpSec AI opens a conversation straight away. You can link a company or turn it into a structured task at any point.

## The task types

CorpSec AI ships with 23 Singapore-specific task types. The New Task picker shows the six most common first (Annual Return, Director Appointment, Director Resignation, Share Transfer, Address Change, General Resolution) and hides the rest behind More types… so you are not overwhelmed. Picking the right type gives you the correct, ready-built workflow.

| Group | Task types |
| --- | --- |
| Lifecycle | New Company Registration · Existing Company Onboarding |
| Officer & register changes | Director Appointment · Director Resignation · Secretary Change · Address Change |
| Shares & capital | Share Allotment · Share Transfer · Dividend Declaration |
| Governance | Bank Mandate · Company Rename · Constitution Amendment · FYE Change · Striking Off · General Resolution |
| Compliance | Annual Return (AR) · Register Verification · RORC Update |
| KYC | KYC Initial · KYC Periodic |
| Commercial | Service Quote · Billing Run |
| Other | Other (free-form) |

> **Note:** If you choose Other or the Just Chat option, that is fine — there is no predefined workflow, so you simply drive the work through the conversation, and you can add steps manually if you want structure.

## Steps and the seven step types

A workflow is made of steps. Every step is one of seven types, and each type does a specific job:

| Step type | What happens |
| --- | --- |
| Form | Collect information — from you or from the client. |
| Document | Draft a document with the AI (a resolution, notice, letter…). |
| Verification | Check something — data, eligibility, a compliance rule. |
| Approval | A colleague signs off. Subject to four-eyes rules (see below). |
| Signing | Collect signatures on the document. |
| Filing | Lodge the result with ACRA. Statutory — always required. |
| Data update | Update the register / records once everything is done. |

## The four execution modes

Each step also has an execution mode that decides how much the AI does versus how much you do. These are not cosmetic — CorpSec AI genuinely behaves differently for each:

| Mode | Who does the work |
| --- | --- |
| Auto | CorpSec AI runs the step by itself and moves on (used for safe checks). |
| AI draft | The AI produces a full draft; you review and confirm it. |
| AI assist | The AI helps as you work through the step together. |
| Manual | You do it; CorpSec AI just tracks it. |

> **Note:** Some steps are deliberately never fully automatic even in "auto" — a data update, for instance, always waits for a human, because writing to a register is too consequential to do silently.

## Doing the steps

You act on steps from the centre column. The slim workflow strip at the top of the conversation shows progress (for example "Workflow 3/6") and, when it is your turn, expands the one step card you need — with the button to approve, sign, file, and so on. The full list of steps is visible read-only in the right panel’s Workflow tab.

_[screenshot: The centre workflow strip showing "Workflow 3/6 — Your action" with one expanded approval step card.]_

## Task status is calculated, not set

You never mark a task "in progress" or "done" yourself. CorpSec AI works the status out from the steps, and keeps it as the single source of truth:

- To do — nothing has started yet.
- In progress — some steps are moving.
- Blocked — a step was rejected and needs attention.
- Done — every step is complete or skipped.

> **Tip:** Because status comes from steps, the left-panel task list and the Kanban board always reflect reality — you never have to remember to update a status field.

## Frequently asked questions

### Do I have to use the built-in workflow?

No. You can drive any task from the conversation. But for common jobs the predefined workflow saves time and keeps you compliant — and admins can tailor it (see Customize workflows).

### Why is a step waiting on someone else?

Approval and signing steps often need a different, more senior colleague — the person who prepared the work usually cannot approve it. The strip will say "Waiting on…" until they act.

### Can the AI just do everything automatically?

For safe steps, yes — "auto" steps run themselves. But anything consequential (approvals, signing, filing, register updates) is designed to keep a human in the loop.

## Related

- [The three-column workspace](/help/workspace)
- [AI chat and memory](/help/ai-chat-and-memory)
- [Customize workflows](/help/customize-workflows)
- [Documents](/help/documents)