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Use the assistant to manage project tasks

Use the built-in assistant to ask questions, trigger task workflows, and review automated actions within your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the assistant panel​

Select the assistant icon in the dashboard to open the chat panel alongside your project view. The panel shows any existing conversation for the current project.

Open the assistant panel

Step 2: Start a conversation using quick actions​

If there are no recent messages, choose one of the suggested quick actions such as "What tasks are due this week?" or "Create a new task" to populate the message box automatically.

Start a conversation using quick actions

Step 3: Ask a custom question​

Type your own question or instruction into the message box at the bottom of the panel, then submit it to send a new message to the assistant.

Ask a custom question

Step 4: Attach extra information to your request​

Where available, select the attachment button next to the message box to include supporting files or context with your request so the assistant can respond more accurately.

Attach extra information to your request

Step 5: Browse available task templates​

Use the browse tasks button in the panel to open the task catalogue drawer and discover predefined workflows you can trigger directly from the conversation.

Browse available task templates

Step 6: Review the assistant's response​

Read the assistant's reply in the message list, including any formatted content, links, or checklists it provides to guide your next steps.

Review the assistant's response

Step 7: Complete task input forms​

When the assistant needs more details to run a task, fill in the task input card fields shown in the panel and submit them so the assistant can continue processing.

Complete task input forms

Step 8: Approve or reject suggested actions​

For each proposed automated action, use the approve or reject controls on the confirmation card to decide whether the assistant should proceed or cancel that specific action.

Approve or reject suggested actions

Step 9: Approve or cancel a whole batch of actions​

When the assistant groups several related actions into a single batch, use the batch-level approve or reject options to confirm or cancel the entire set in one step.

Approve or cancel a whole batch of actions

Use the copy link button next to any link provided by the assistant to copy it to your clipboard, then paste it into emails, documents, or other tools.

Copy links shared by the assistant

Step 11: Expand or collapse the assistant panel​

Use the expand or collapse control to switch between a compact view and a maximised view of the assistant so you can focus on either the conversation or the main dashboard.

Expand or collapse the assistant panel

Last updated: 2026-08-21