Task hygiene flow for SE: reads each CRM task row for correct owner, due date, status, and blocker notes. Patches stale or orphaned entries via dry-run at individual task-row level. Chains with execution-monitoring and unified-constraint-check for SE morning prep. Triggers: task record inspector, SE daily check, stale tasks, orphaned tasks, task owner, task due date, CRM task row, task hygiene. DO NOT USE FOR: full morning briefing — use morning-brief. Not for CSAM milestone reviews — use milestone-health-review.
Keeps milestone tasks current and actionable by detecting missing owners, stale dates, incomplete status, and absent completion conditions on SE-scoped milestones.
Medium — Task classification requires judgment; field corrections are exact.
msx-crm:get_my_active_opportunities — single call for all active opportunities.msx-crm:get_milestones with opportunityIds (batch from step 1), statusFilter: 'active', format: 'triage', and includeTasks: true — one call returns milestones pre-classified by urgency with inline tasks for SE-scoped milestones. If scoped to a single customer, use instead.customerKeywordmsx-crm:create_task for missing tasksmsx-crm:update_task for stale fieldsmsx-crm:close_task for completed actions| Check | Pass | Fail Action |
|---|---|---|
| Owner assigned | Task has named owner | Flag for assignment |
| Due date set | Realistic future date | Flag for date update |
| Status current | Reflects actual progress | Flag for status refresh |
| Blocker documented | If blocked, reason is stated | Flag for blocker text |
| Completion condition | Clear done-criteria exist | Flag for criteria addition |
task_report: milestone-level task hygiene statusstale_tasks: tasks needing update with specific gapproposed_corrections: dry-run create/update/close payloadsnext_action: context-dependent — "Specialist should run handoff-readiness-validation for milestones approaching commitment — recommend engaging the Specialist." or "Task hygiene complete — no escalation needed."