AI, settings, permissions & reporting (Admins + team leads)
Configure how Task Manager and AI behave (categories, playbooks), control access, and measure performance and workload.
7 articles
- What the AI Summary and AI Resolution Fields?Learn how the AI summary and resolution fields work — when they update, when they're generated, and how they interact with content your team writes manually.
- AI Control Centre for Task Manager ExplainedA guide to the AI Control Centre — how to configure AI settings per task category, and how to use the Playground to safely test AI behaviour before going live.
- How to Configure Settings for Each Task CategoryA walkthrough of every setting in the task category configuration panel — classification description, rules, AI behaviour mode, playbook, allowed actions, and reset to defaults.
- How to Track Completed Tasks and ActionsLearn how to use the Productivity Report's Task Manager tabs to track completed tasks, actions, SLA performance, and team workload.
- How to Customise the AI Playbook for Each Task CategoryA practical guide to writing an effective AI Playbook — what to include, how to use if/then logic, tips for good rules, and how to test before going live.
- How to Create a Custom Task CategoryLearn how to create a custom task category in the AI Control Centre — name, classification description, AI mode, allowed actions, and playbook.
- Permissions & Access ControlA full breakdown of permissions in the Task Manager — what admins vs members can do, task-level and action-level access, and portfolio restrictions.