Create projects and project tasks, or update existing ones.
Create a project
Open the AI Assistant.
Describe the project β name, budget, timeline, stakeholders.
The assistant creates the project record.
Create project tasks
Describe the tasks β milestones, due dates, assignees.
The assistant creates each task linked to the parent project.
Update projects or tasks
Tell the assistant what to change.
What you can say
"Create a project called Lobby Renovation β $250K budget, start date April 1, end date September 30."
"Add five milestones to the roof replacement project: demo, install, inspection, punch list, closeout."
"Update the roof project budget to $320K after the change order."
"Mark the punch list task as blocked β materials are backordered."
