Choose an Agent Assist task from an empty workspace
Use Agent Assist tiles to kick off key planning tasks when your workspace has no items yet.
This guide is designed for project manager.
Steps
Step 1: Open your empty workspace
When your workspace has no items and no filters applied, you will see the message "Your workspace is empty — where shall we start?" along with Agent Assist tiles.

Step 2: Review the available Agent Assist tiles
Look at the tiles such as "Identify packages & trades using PlanOps" and "Draft temporary works register using PlanOps" to decide which starting task best fits your current planning needs.

Step 3: Start the "Identify packages & trades" task
Select the "Identify packages & trades using PlanOps" tile to begin breaking your works into trade-based packages with Agent Assist guidance.

Step 4: Start the "Draft temporary works register" task
Select the "Draft temporary works register using PlanOps" tile to begin drafting a temporary works register with Agent Assist support.

Last updated: 2026-07-06