Using AI to plan projects
ProTasks has AI built into a few key places — a conversational assistant, generating task lists from a brief, summarizing activity, and running background research. Here's how to use each one well.
AI Task Generator
Describe your project — I'll draft the tasks
AI task generator
Turn a one-line brief into a structured task list with sensible priorities and owners.
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From My Schedule or any board, click the ✨ AI button.
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Describe the project in plain English. Be specific about the goal and timeline.
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Review the generated tasks — edit titles, owners, and due dates as needed.
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Click 'Add to board'. Tasks are inserted into the column of your choice.
Better briefs = better tasks. 'Launch our Q3 newsletter' gives mediocre results. 'Plan a 4-week launch for our Q3 newsletter — content brief, design, copy review, scheduled send, follow-up email' gives great ones.
AI Assistant chat
The AI Assistant is a chat that knows your boards and tasks. Ask it what to focus on, have it create or reschedule tasks, or summarize a board — by typing or with voice. Open it from the sidebar.
Read the full guide: 'The AI Assistant: chat with your work'.
AI Researcher
Queue up a research question and come back later to findings + cited sources. Useful for competitor scans, market research, or anything you'd otherwise paste into a chatbot ten times.
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Open the Research page from the sidebar.
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Click 'New research' and enter your topic and any extra context.
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Pick a duration (15 minutes to 24 hours).
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The research runs in the background — come back when it's done to read the markdown summary.
What AI is good at
AI in ProTasks is a great drafting partner. It excels at:
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Turning vague ideas into structured task lists.
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Doing first-pass research with sources.
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Summarizing long activity threads.
What it isn't
AI doesn't know your team's velocity, your client's politics, or what to actually prioritize. Use it for the first 70% of a task — bring your judgment for the last 30%.
Never auto-publish AI-generated content directly to a client. Always review.