What delegation does
The current delegation flow snapshots task context into a new Studio run. It does not keep syncing later checklist changes into the delegated workpaper automatically.
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Checklist / Open Items
Delegate a checklist task to Workpaper Agent
Use the current checklist task detail flow to snapshot task context into a fresh Workpaper Agent Studio run.
Workflow
Setup workflow
Step 1
Open the checklist task details
Go to the current month-close checklist and open the task detail view for the task you want to delegate.
Step 2
Review the task context first
Confirm the task has the comments, attachments, and instructions you want Workpaper Agent to inherit before delegation starts.
Step 3
Use Delegate to Workpaper Agent
In the current task detail Workpaper Agent card, start the delegation flow to create a fresh linked Studio workpaper.
Step 4
Continue the delegated work in Studio
Open the created Studio workpaper, review the prefilled task context, and send the first message when you are ready to begin.
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