About Project Task AI Summaries

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Customer Success Manager.

Project Task AI summaries enable you to leverage the power of Certinia AI by generating summaries of project tasks that include an overview of your project tasks and areas requiring attention. Providing only the relevant information reduces the time you spend manually evaluating your project tasks in Gantt, and provides a clear overview that other stakeholders can review. AI summaries for project tasks can be generated and viewed on the project record, in the Project Plan tab.

Generating an AI summary for your project tasks includes the following sections.

Overview

Project Task AI summaries include an overview section. This section provides a snapshot of the number of project tasks contained in your project, and a number of the tasks completed to date. The overview section also provides a task completion percentage, and the themes most covered by your project tasks.

Nearing Completion

Project Task AI summaries include a nearing completion section. This section provides a summary of the project tasks nearing completion, and links to the project task record pages.

Overdue

Project Task AI summaries include an overdue section. This section alerts you to a list of project tasks which are overdue and require attention. This section also links to the project task record pages.

Requires Attention

Project Task AI summaries include a next steps section. This section alerts you to how many project tasks are currently blocked, and provides a list of up to five blocked project tasks with links to the project task record pages. This section also provides an overview of what actions can be taken to resolve the blockages. The requires attention section looks at the number of Project Task Assignments (PTAs) specifically to assess if project tasks are staffed accordingly.

Next Steps

Project Task AI summaries include a requires attention section. This section provides an overview of the tasks that require the most attention, and provides recommendations for which tasks to prioritize, based on their status.