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An app associated with a platform project can organize Assistants, conversations, materials and tasks around the same goal. Task integration is one part of this shared collaboration context.

Business objects and platform projects

For an app with its own business object, such as a bid or a case, the app maintains a stable association between the business record and the platform project. Users create and open the object through the app; the project supplies shared resources and task access. Apps can declare project types so the project list and conversation selector organize projects by app and type. Opening a project associated with a business object resolves through the app’s entry. A project name alone cannot establish ownership. To display these types, select a project or lock the current project in an app’s chat interface, see ChatKit: Projects and Project Types. The project name and lifecycle reconcile with the business object. Archiving the business object should be reflected in the associated project, and retries reuse the same project. Generic project actions cannot arbitrarily rename, copy, archive or delete these app-owned projects. See Project types.

Assistants and shared working methods

Initial project provisioning can connect the app’s entry Assistant and its external Assistant dependencies to the project. Existing project Assistant membership is preserved. Reconciliation does not restore removed Assistants or automatically add dependencies introduced by a later template update. Project instructions and skills can establish shared terminology, material-handling methods and output standards. Assistants still need the relevant tools and runtime permissions. Showing an assignee in the task list does not enable all of that Assistant’s capabilities. Project membership, Assistant connections and business roles are managed separately. See Assistants, instructions and skills.

Materials, working files and formal results

Saving a working file, successfully executing a task and delivering a result are three separate outcomes. Task synchronization does not upload files or convert an output summary into an Artifact. Result entry points vary by execution method; use the app’s saved version or the platform’s committed deliverable. For background processing, plugins should retain platform file references rather than only absolute paths inside an execution environment. Users do not need to manage those technical identifiers. See Shared files and deliverables.

Both authorization layers apply

Platform project access and application business authorization must both hold. SDK project access capabilities help the app query readable projects and check edit or management rights; they do not determine who may operate on an application business object. App access does not grant access to every project. Project membership does not grant every connector or application workspace management permission. Connectors must come from bindings authorized for the current operation. Reading, business actions, background synchronization and execution navigation retain the same user, tenant, organization and project scope. If a project is missing or access is denied, first confirm the current organization and project, then check project membership, Assistant usage and business-object access separately. See Members and permissions and Assistant and application authorization.

Business and task views work together

The app’s dedicated interface handles specialized operations such as outlines, forms and case materials. The platform’s Project tasks interface supplies shared tracking and execution inspection. Both can operate in the same conversation Workbench, allowing the app to reuse the task tree and Gantt chart. Integrated apps can offer an open-tasks button or Agent tool, or let users open Project tasks from the Workbench menu on demand. Resource cards provide entries to saved resources; they do not grant access, accept results or rerun work. For the corresponding developer capabilities, see the SDK integration guide.