Illustrative workflow, not live activity. Capture: Keep the source: Email, task, call, file.. Connect: Link the history: Who, when, and why.. Recall: Ask one question: Find the original trail.. Review: See the next step: Owner + open work.. Request → task → call → next step Source history stays attached.

Illustrative workflow, not live activity. Capture: Keep the source: Email, task, call, file.. Connect: Link the history: Who, when, and why.. Recall: Ask one question: Find the original trail.. Review: See the next step: Owner + open work.. Request → task → call → next step Source history stays attached.