Review AI recommendations for your project
Use the AI Recommendations widget to review, understand, and act on tailored suggestions that improve your project plan.
This guide is designed for project manager.
Steps
Step 1: Open the AI Recommendations widget
Navigate to the dashboard area where the AI Recommendations widget is displayed; you will see a list of up to five AI-generated suggestions for your current project.
Step 2: Review recommendation details
For each recommendation, read the title and summary, and check the priority, impact level, and confidence score to understand how important and reliable the suggestion is.
Step 3: Check related documents and tasks
Look at the related items section within a recommendation to see which project documents or tasks are linked, helping you understand the context before you decide what to do.
Step 4: Accept a recommendation
When you decide a recommendation should be actioned, select the Accept option so it is recorded as accepted and can be followed up in your project workflow.
Step 5: Dismiss a recommendation
If a recommendation is not relevant or useful, use the Dismiss option to remove it from your list so you can focus on more impactful suggestions.
Step 6: Refresh recommendations
Use the refresh control in the widget to request an updated set of AI recommendations based on the latest project data.
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Last updated: 2026-09-03