Use AI Assist For Tasks
Task AI Assist helps you improve a task before you save it. It can suggest clearer descriptions, subtasks, priority, effort estimates, labels, assignees, and due dates.
AI Assist works inside the task modal. When it is open, the task form and the AI panel share the screen so you can review suggestions while keeping the task visible.
AI Assist does not save the task for you. Accepted suggestions are copied into the task form, and you still choose when to click Create Task or Save Changes.
Start AI Assist
- Open an existing task, or start creating a new task.
- Enter a task title.
- Select AI Assist.
- Choose which areas you want help with.
- Select Generate.
The AI reads the current form state, not only saved task data. This means you can use it while drafting a new task before the task exists on the board.
Review Suggestions
Suggestions are shown as proposal cards with short reference labels such as TD-1, ST-1, or PE-1.
- Accept applies that proposal to the form.
- Decline hides that proposal.
- Discuss prepares a chat prompt so you can ask follow-up questions.
- Re-run asks AI Assist to re-analyze only that section.
Reference labels make it easier to discuss one specific suggestion without copying the whole proposal.
What AI Assist Can Suggest
| Area | What it can do |
|---|---|
| Title and description | Rewrite or expand the task so the goal is clearer. |
| Acceptance guidance | Add acceptance-style criteria to the description. |
| Subtasks | Create smaller steps with optional effort estimates. |
| Priority and effort | Suggest importance and estimated hours. |
| Assignee and due date | Suggest a suitable team member or date when enough context is available. |
| Labels | Suggest existing labels from your workspace. |
AI Assist only uses labels and assignees that are available in your current company and project context.
Use It While Creating A Task
When creating a new task, AI Assist can help before the task is saved:
- Type the task title.
- Open AI Assist.
- Generate suggestions.
- Accept the parts you want.
- Continue editing the form if needed.
- Click Create Task when you are ready.
If you close the modal without saving, the task is not created.
Use It While Editing A Task
When editing an existing task, AI Assist uses the latest form values plus the saved task context. Accepted proposals update the form immediately, but the task is only persisted when you click Save Changes.
Good Prompts
You can use the chat field to refine suggestions:
- “Make the subtasks smaller and easier to assign.”
- “Rewrite the description for a customer support team.”
- “Focus only on acceptance criteria.”
- “Suggest a lower-risk first version.”
Use Discuss on a proposal when you want the AI to explain or refine one specific section.
Privacy And Billing
Task AI Assist runs through IntuitivePM’s AI gateway. Provider keys are not exposed to the browser, and AI usage is billed through the same AI credit controls as other IntuitivePM AI features.
The AI receives the task form state, selected project context, available labels, and project team context needed to make suggestions. It does not automatically send data to external tools.
Troubleshooting
| Problem | What to check |
|---|---|
| AI Assist button is not visible | Make sure AI features are enabled for your company and that the task has a title. |
| Generate is disabled | Select at least one suggestion area. |
| A suggestion cannot be applied | The referenced label, assignee, or field may no longer be available. Re-run that section. |
| The answer is too broad | Use Discuss or Re-run on a single proposal card. |