Summarize records and find tasks
Start with a request such as “Show open tasks assigned to me.” Specify a project or date range to clarify scope. Compare summaries with source records.
Prepare tasks and time entries
When creating a task, provide its description, owner and date. For a time entry form, specify the task, work date and duration. Verify resulting fields before using them.
- Relate the request to a specific work record.
- Clarify uncertain dates and durations.
- Check the result against the relevant screen and record.
Plan licensing and usage
Base-plan users and AI seats are selected separately. Annual base-plan discounts do not apply to AI pricing. Review intended users and monthly limits before purchasing.
Frequently asked questions
Is AI included in the free plan?
No. AI Assistant is a separately licensed add-on to paid plans.
Should AI output be checked?
Yes. Check summaries, task details and time-entry fields against source records and actual work.