Generate and track project details from AI insights page

Generate and monitor project insights directly from AI insights page in Project Workspace.

始める前に

Ensure that the Project insights generation skill is active.

Role required: it_project_manager

手順

1. Open a project from the home page of Project Workspace.
   For information, see Access the new Project Workspace.
2. Open AI insights page by selecting AI insights from the list.
3. Select Generate insights to generate AI insights of your project.
   

   Project insights are generated using the same Project insights generation skill used for email insights. Insights are displayed directly in the in‑app AI insights experience.

4. Review the generation project insights.

タスクの結果

The project insights are generated from the AI insights page with access to current project insights in a single in‑app view.

次のタスク

• View and reuse stored insights:
  • Generated insights are stored and reused based on a defined date threshold.
  • When you revisit the AI Insights page, previously generated insights are displayed if they are still within the threshold.
• Regenerate project insights:
  • From the AI insights page, select Regenerate icon.
  • Now Assist generates updated project insights.