Context Sources and Tools
Supply assignment context and configure workspace tools and change approvals.
Workers use the assignment brief, attached files, and permitted workspace tools to complete work. Configure access under Edit > Advanced settings on the worker page.
Supply useful context
Name the records, project, customer, and time period in the assignment. Attach the relevant source files. Explain which source to use when attachments and workspace records disagree.
The current worker editor does not show a separate context-source checklist. Use the brief and files for assignment-specific context, and Tools & access to control workspace lookups and proposed actions.
Choose tools
Available areas include:
- Projects & tasks
- CRM & support
- Finance
- Documents
- Files
- Products
- Scheduling
- People & leave
- Commerce
- Workflows
Open Choose individual tools to search for a particular tool or restrict the selection. All tools in enabled areas uses the enabled categories. Files and calculations are included with every worker.
Your account permissions still apply to workspace operations. Tool selection does not replace role permissions or grant access to another workspace.
Choose the change policy
- Ask me before making changes lets the worker propose workspace writes for review.
- Read and prepare files only limits it to reading and preparing outputs.
In Work, inspect each proposed change and use Approve change or Reject. Review the execution result after approval. Accept work is separate from approving an action and stays unavailable while changes still need a decision.
If a lookup fails
Open the source record yourself, confirm the current workspace and your permission, then check the worker's enabled area and individual tool selection. Add precise record context to the brief before retrying.