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Review AI insights for your plan

Use the AI Insights feed to scan automatically generated observations, warnings and recommendations about your current plan so you can prioritise follow-up actions.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the AI Insights widget

Locate the “AI Insights” card on your dashboard to open the feed of automatically generated insights related to your current plan.

Open the AI Insights widget

Step 2: Review the insight summary

At the top of the widget, review the summary counts by category and priority to understand how many information items, warnings, errors and successes the AI has detected.

Review the insight summary

Step 3: Scan the list of insights

Scroll through the list of insights to quickly read the titles and short summaries generated by different AI agents, noting any items marked as high priority.

Scan the list of insights

Step 4: Inspect a specific insight in detail

Select an individual insight to see its full detail, including the longer explanation, confidence level and any related items or recommended actions.

Inspect a specific insight in detail

Step 5: Filter and prioritise insights

Use the available filters, categories and priority indicators to focus on the most urgent or relevant insights for your current work.

Filter and prioritise insights

Step 6: Refresh insights to see the latest analysis

Click the refresh control on the widget to request an updated AI analysis and load the most recent insights into the feed.

Refresh insights to see the latest analysis


Last updated: 2026-02-09