Ideas Workflow — SSOT

Replaces and supersedes:

• Business\03_Processes\Simple Markdown Task Management\Ideas Workflow.md
• MBR\IT\Processes\Business-Ideas-Workflow.md

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Capture (Stage 1)

All ideas go to the appropriate dept Inbox.md as a single bullet.

• Business idea → <Biz>\<Dept>\Inbox.md
• Cross-business idea → Core\<Dept>\Inbox.md
• Unknown routing → Core\_WorkingOn\Tasks\_tmp.md (triage later)

Mobile capture: Create bullet in dept Inbox directly via Obsidian mobile. No separate app needed.

Promote (Stage 2)

When an Inbox bullet is ready to become active work, promote it to a TaskNote in <Dept>\Tasks\:

1. Create <Dept>\Tasks\<Name>.md from the TaskNote template.
2. Set status: active, time-bucket: this-week (or appropriate bucket).
3. Delete the Inbox bullet (or mark with [PROMOTED]).

Task frontmatter (Phase-1 minimum)

---
title: <name>
created: YYYY-MM-DD
last-touched: YYYY-MM-DD
status: idea         # idea | active | parked | archived
time-bucket: this-week  # now | this-week | this-month | someday | later
claimed_by: null
requires_approval: false
---

Archive (Stage 3)

When complete/parked: move to <Dept>\Tasks\archive\YYYY-MM\.

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Dynalist sunset

Dynalist for business ideas is sunset 30 days post-vault-consolidation. All idea capture routes through Obsidian dept Inboxes.