Use the homepage assistant to plan and run tasks
Use the homepage assistant to search for tasks, start new runs, review past executions, and manage assistant conversations for your project.
This guide is designed for project manager.
Steps
Step 1: Open the homepage assistant panel
From the project homepage, scroll to the assistant section and confirm the assistant panel is visible; if needed, wait for the loading skeleton to finish so the hero and assistant hub appear.
Step 2: Start a new conversation from the hero input
In the hero area, type what you want the assistant to help with (for example, "Set up a planning workflow for this project"), then press Enter or select the send icon to open the full assistant chat.
Step 3: Expand the chat panel and view conversation history
Use the expand controls on the assistant chat panel to maximise or minimise it, and open the history sidebar to switch between existing conversations without leaving the current view.
Step 4: Search for a task using the task search bar
In the Homepage Task Search area, start typing a task name or keyword; select the matching task from the suggestions to see more details and prepare a run.
Step 5: Browse all available tasks
Open the Browse Tasks drawer to see a catalogue of assistant tasks; filter or scroll through the list and select a task to review its description and required inputs.
Step 6: Configure and run a selected task
When the task details modal or Agent Task Execution modal opens, review the task summary, fill in any required form fields, and confirm to start the task execution for your project.
Step 7: Monitor recent task runs from the Recent Runs panel
In the Recent Runs panel, review the latest task executions, check their status, and select a run to open the Task Execution Detail modal for more information.
Step 8: View full execution details
In the Task Execution Detail modal, review inputs, outputs, and status for the selected run; close the modal when finished to return to the homepage assistant.
Step 9: Minimise and restore active tasks
Use the minimise control on an active task or chat to collapse it into the Minimized Task Widget, then select the widget to restore the full panel when you want to continue.
Step 10: Review older activity and navigate to full Activity view
From the Recent Runs panel, use the "Activity →" control (if available) to open the broader Activity view for deeper analysis of all task runs associated with your project.
Related Tasks
Last updated: 2026-06-24