AI assist on tasks
Routes: /org/tasks (create drawer, bulk menu, task detail) · /org/my-tasks · Permission: AI assist on tasks (plus Edit / Create task to apply)
Module: Task Management · Entry points: New task → Draft with AI, Suggest classification, the similar-task hint · task detail → Acceptance criteria, Summarise thread · bulk menu → Classify with AI · My Tasks → My stand-up
What this is. Six small AI helpers woven into the screens you already use to create and work on tasks. What it is for. Writing less, classifying consistently, catching duplicates, and keeping people in the loop without extra meetings. The problem it solves. The task itself is quick to create but slow to write well; threads get long; stand-ups are typed from memory. Each helper proposes, you confirm.
1. What the helpers are
| Helper | Where | What you get |
|---|---|---|
| Draft with AI | New task | Title, description, type, priority, tags, estimate and acceptance criteria from a one-line brief — pre-filled, nothing saved |
| Similar tasks & estimate | New task, under the title | Likely duplicates flagged, and a suggested estimate from similar completed work |
| Suggest classification / Classify with AI | New task · bulk menu | Type, priority, category and tags from your project's own vocabulary; bulk shows current → proposed per task |
| Acceptance criteria | Task detail → Details | Given / when / then criteria; append to the description or create as sub-tasks |
| Summarise thread | Task detail → Comments | Summary, decisions, open questions, action items (→ sub-tasks), tone |
| My stand-up | My Tasks | Did / doing / blockers from your own activity, ready to copy |
Drafts and suggestions only fill the form. Anything that changes a task — applying a classification, appending criteria, creating sub-tasks — goes through a confirmation and your normal task permissions.
2. How they fit together
3. Using the helpers — step by step
Draft with AI
- Tasks → New task → Draft with AI.
- Type one or two sentences (customers can export invoices as CSV) and press Draft.
- Title, description, type, priority, tags and estimate are filled in; suggested acceptance criteria appear with Append to description.
- Edit anything, then Create as usual.
Similar tasks and suggested estimate
Once the title is at least a few words long, a hint appears under it:
- Possible duplicate — a very similar open task exists; click it to open and check before creating another.
- Suggested estimate: X h (from N similar completed tasks) — the typical actual effort of comparable finished work; Use copies it into the estimate.
The hint needs the project's similarity index. Until it has run, the hint says so and stays quiet.
Suggest classification / Classify with AI
- In the create drawer, Suggest classification proposes type, priority, category and tags for what you have typed; accept or ignore.
- In the list, select tasks → bulk menu → Classify with AI. A table shows each task's current and proposed values with a confidence and a one-line reason. Untick rows you disagree with, then Apply and confirm.
Suggestions never use values outside your project's configured types, priorities and categories.
Acceptance criteria
Open a task → Details → Acceptance criteria. Review the given / when / then list, then either Append to description (adds an "Acceptance criteria" section) or Create sub-tasks (one per ticked item).
Summarise thread
Open a task → Comments → Summarise thread. The card shows a short summary, decisions, open questions, action items (with owner and due hints when the thread states them) and the tone of the discussion. Action items can be created as sub-tasks. The summary is cached until new comments arrive; Refresh forces a new one.
My stand-up
My Tasks → My stand-up → choose the period (today, last 24 hours, this week) → Generate. Copy the plain text or Markdown into your chat. Empty sections mean nothing was recorded — the generator never invents work.
4. Field reference
| Field | Control | Required | Validation / source |
|---|---|---|---|
| Brief | Text | Yes (Draft) | 1–2 sentences |
| Type / Priority / Category | Select (proposed) | — | Project configuration only |
| Tags | Chips (proposed) | — | Prefers tags already in use |
| Estimate | Number (proposed) | — | Hours, 0.5 steps |
| Criteria items | Checkbox list | — | Ticked items become sub-tasks |
| Stand-up period | Select | Yes | Today · Last 24 h · This week |
5. The admin contract
- Permission: AI assist on tasks for all six helpers; applying changes needs Edit task (classification, append criteria) or Create task (sub-tasks).
- Credits (typical): Draft 300 · Acceptance criteria 300 · Classify 150 (fast model) · Summarise thread 300 · Stand-up 200. The similar-task hint uses the embedding index, not a persona.
- Similarity index: kept current on save and by the platform job Task Embedding Index (enabled by an operator).
- Utilities (Super Admin → AI Utilities, Orbit Ops): Draft task from a brief, Acceptance criteria, Auto-classify tasks, Comment thread summary, Stand-up generator.
6. Downstream
- Appended criteria and created sub-tasks are ordinary task content — visible on the board, list, timelines and reports.
- Stand-up text is not stored; copy it where your team meets.
7. Don't confuse this with…
- Plan with AI — builds a whole hierarchy from a requirement; the helpers here work on one task or one form.
- Planning assistants — sprint planning, notes → tasks and release notes act across many tasks.
8. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| No AI buttons on the create drawer | You lack AI assist on tasks | Ask for the permission |
| Similar-task hint says the index has not run | The project has no embeddings yet | Ask your administrator to enable Task Embedding Index; new tasks are indexed on save |
| A proposed type is blank | The project has no matching type | Pick one manually; the AI never invents values |
| Summary looks stale | Thread cached | Press Refresh |
| Credits message instead of a button | Not enough credits | Top up |