Use the AI helpers

The AI helpers do the reading and drafting for you. You always see the result first and choose what to keep.

Catch up on a task

1. Open a task and click Catch me up.
2. Read the short summary of what changed since you last looked (or where the task stands).
3. Click the numbers next to a point to jump to the comment or change it came from.

Catch up on your boards

1. Go to Home.
2. In the Catch me up card, click Catch me up.
3. Each line summarizes what changed on your boards since your last visit and links to the tasks it's about.

Turn a task into steps

1. Open a task and click Suggest steps.
2. Edit or untick the suggested steps.
3. Click Add to checklist or Add as subtasks, or Discard.

Pull action items out of notes

1. Press Q and paste meeting notes into quick add.
2. Click Find action items with AI.
3. Review the tasks it found, with any assignees, due dates, priorities, and labels it picked up. Edit or untick them, then create them.

Summarize the week

1. On Home, open the This week card with Show review.
2. Click Summarise to add a one-paragraph summary. Copy includes it.

Good to know

• The helpers appear only when AI helpers are on for your workspace. See Turn on AI helpers.
• Each request uses AI credits. A quick helper uses a fraction of a credit; a long recap uses several. See AI credits and allowances.
• If you send many requests in a short time, Taskeni asks you to wait a few seconds.
• AI summaries can miss things. The links back to the source make them easy to check.