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Review AI project summary insights

Use the AI summary widget to quickly understand project highlights, risks, and overall progress in one place.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the AI summary widget​

Navigate to the dashboard and locate the AI Summary panel, identified by the brain icon and "AI Summary" heading.

Open the AI summary widget

Step 2: Scan key highlights​

Review the bullet-point highlights at the top of the widget to understand the most important updates the AI has identified.

Scan key highlights

Step 3: Check items needing attention​

Look through the attention items list, using the warning, information, and success indicators to quickly spot risks and important notices.

Check items needing attention

Step 4: Read the progress narrative​

Read the AI-generated progress narrative to understand how the project is tracking over time in plain language.

Read the progress narrative

Step 5: Verify when insights were last updated​

Confirm the freshness of the insights by checking the "Last updated" timestamp displayed at the bottom of the widget.

Verify when insights were last updated

Last updated: 2026-09-03