Creating project tasks with AI
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Prerequisites
- SoftExpert Suite environment hosted in the cloud.
- SoftExpert Project as part of the solutions acquired by the organization.
- Access to the Project (PR070) menu.
- Previously configured project.
- Previously configured generative AI and NLP API.
- ''AI features'' permission enabled in Configuration > Access group (CM011) > Other permissions > AI features.
Introduction
In SoftExpert Project, Artificial Intelligence (AI) is used to automatically generate the initial structure of tasks in a project schedule based on a description.
The feature allows generating the tasks by providing simple instructions through a chat with the AI, which performs the creation automatically.
This article will demonstrate how AI operates in SoftExpert Project.
Create project tasks with AI
1. Access the Project (PR070) menu.
2. Locate the project and right-click on it.
3. Click on Open schedule.
4. Click on Create with AI.
5. On the side screen that will open, enter the tasks that must be created.
6. Review the task structure suggested by the AI agent.
7. Adjust the necessary information, such as name, date, duration, responsible party, or task type.
8. Confirm the creation of the tasks.
Conclusion
After completing the process, the tasks created with the support of the create with AI option will be available in the project schedule for review, monitoring, and continuity of the planning.