AI, settings, permissions & reporting (Admins + team leads)
Configure how Task Manager and AI behave (categories, playbooks), control access, and measure performance and workload.
8 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 the AI Suggests and Creates Actions on a TaskLearn how the AI Planner Agent works — when it runs, what it can suggest, when it stays quiet, and how task categories shape its behaviour.
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.