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Review AI insights feed

Use the AI Insights feed to review recent automated findings, spot risks, and see recommended actions across your plan.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the AI Insights widget​

Navigate to the dashboard section containing the AI Insights widget and locate the card with the AI icon and insights summary.

Open the AI Insights widget

Step 2: Review the insights summary​

At the top of the widget, review the total number of insights and the breakdown by category and priority to understand overall system status.

Review the insights summary

Step 3: Filter insights by category or priority​

Use the filter controls in the widget header to focus on specific insight categories or priority levels, such as high-priority warnings or errors.

Filter insights by category or priority

Step 4: Scan individual insight cards​

Scroll through the list of insight cards, checking each title, short summary, category badge, and confidence indicator to identify items that need attention.

Scan individual insight cards

Step 5: Open insight details for more context​

Select an insight to expand its details, viewing the full explanation, any related items, recommended actions, and when it was created.

Open insight details for more context

Step 6: Refresh the insights feed​

Use the refresh control on the widget to load the latest data so that you are reviewing the most up-to-date AI insights.

Refresh the insights feed

Last updated: 2026-09-03