Tasks

A task is a one-off action you kick off by typing what you want. Unlike boards (which persist and refresh over time), tasks produce a result in the conversation and are done — a drafted email, a meeting brief, a metric pull, a status summary.

Key features:

• Instant: Describe what you need in plain language and Surfboard executes it
• Ephemeral: Results live in the conversation; they're not saved as boards unless you ask
• Action-oriented: Tasks do something (draft, summarize, pull, generate) rather than track something over time

Finding past tasks:

All tasks are also browseable from the workspace Tasks tab at /{workspace}/tasks. Use the search bar to find a task by title, or the type filter to narrow by kind (scheduled, update, etc.). Clicking a task row opens it full-screen; modifier-click opens it in a new tab.

When to use a task vs. a board:

• Task: You need it once, right now (a prep brief before a meeting, a drafted email)
• Board: You need it to stay current over time (account health, sprint progress, campaign reporting)