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Manage project insights

Use the Project Insights page to review, create, update and close AI and manual insights for a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Project Insights page​

Navigate to the Project Insights section for your selected project to see all current insights, grouped into open and closed lanes.

Open the Project Insights page

Step 2: Filter insights and adjust AI suggestions​

Use the filters and badges at the top of the list to narrow down insights by category, status, assignee or priority, and toggle AI insights on or off as needed.

Filter insights and adjust AI suggestions

Step 3: View insight details​

Select an insight card to open the detail dialog, where you can see full context, related documents or tasks, status history and recommended actions.

View insight details

Step 4: Create a new insight​

Click the add button to open the insight form, then enter the category, priority, assignee, context items and description before submitting to create a new insight for the project.

Create a new insight

Step 5: Edit an existing insight​

From an insight card or its detail dialog, choose the edit option to update fields such as status, assignee, priority, category or contextual information, then save your changes.

Edit an existing insight

When editing an insight, open the document picker to search for and link relevant project documents, then confirm your selection to update the insight’s context.

Attach or change related documents

Step 7: Close or resolve an insight​

Use the close or resolve action on an insight to open the close dialog, confirm the final status and any closing notes, and move the item into the closed lane.

Close or resolve an insight

Step 8: Dismiss or snooze an insight​

Choose dismiss to record a dismissal reason, or use the snooze option to temporarily hide the insight until a chosen wake-up time, after which it returns to the open list automatically.

Dismiss or snooze an insight

Step 9: Remove an insight category from view​

Use the remove category option to hide a specific insight category from the current view, helping you focus on the most relevant types of insights.

Remove an insight category from view

Step 10: Refresh insights and review closed items​

Use the refresh control to fetch the latest insights, and scroll to the closed lane to review resolved, dismissed or closed insights and reopen items if needed.

Refresh insights and review closed items

Last updated: 2026-06-27