Manage project insights
Use project insights to review, create, prioritise and close AI and manual insights for a single project.
This guide is designed for project manager.
Steps
Step 1: Open the Project Insights section
From your project dashboard, open the Insights section to view all current insights for the selected project in one place.
Step 2: Review and filter project insights
Use the filters and badges at the top of the page to narrow insights by status, priority, category, assignee or AI-generated insights, and quickly spot items that need attention.
Step 3: Create a new insight
Select the option to add a new insight, then complete the form with title, description, category, priority, status and assignee details before saving.
Step 4: View and update insight details
Click an insight in the list to open the detail dialog, where you can review context, linked documents or tasks, then update fields such as status, assignee or priority.
Step 5: Snooze an insight to revisit later
Use the snooze option on an insight to choose when it should reappear in the open list, keeping the current view focused on items that need action now.
Step 6: Close or dismiss an insight
When an insight has been addressed or is no longer relevant, open the close or dismiss dialog to select the appropriate status, confirm any reason required, and move it to the closed lane.
Step 7: Reopen or change the status of a closed insight
From the closed lane, select an insight and use the status controls to reopen it or change its resolution if further work is required.
Step 8: Manage categories and primary actions
For each insight, use the available actions to adjust its category, follow recommended primary actions, or remove a category when it no longer applies.
Last updated: 2026-09-01