Choose the right assistant
For a background pinboard draft, create a project task and assign it to the AI teammate. See Build and edit a pinboard with AI.
Workflow guides
- Projects, tasks, Today, contacts and timers.
- Schedule editing, pricing, paperwork and sourcing.
- Finance reading and draft preparation.
- Meetings, project files and vendor pricing.
- Pinboard creation and editing.
Find and organise work
Try requests such as:- “Which tasks are overdue on Maple Street?”
- “Create a task to confirm the chair fabric, due Friday, and assign it to me.”
- “Add a Procurement phase to this project.”
- “Find the vendor contact for the pendant light.”
- “Start a timer for this project.”