Generate insights for a goal in Strategic Planning Workspace using Now Assist for SPM

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track.

    始める前に

    重要:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    Role required: sn_apw_advanced.spw_goal_user and (sn_align_core.apw_user or sn_gf.goal_admin)

    このタスクについて

    The Goal insights skill analyzes the goal, its targets, subgoals, and aligned work, then delivers concise, data‑driven insights—including AI forecasted status, confidence of achieving the goal, targets at risk, delayed or stalled aligned work and recommendations.

    The skill analyzes the real-time data — including check-in patterns, comments, and planned versus actual progress — to forecast goal status and surface proactive recommendations.

    注:
    Only the owner or contributors of the goal can generate insights for the goal.
    Generate goal insights in Strategic Planning Workspace using Goal insights skill.

    手順

    1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
    2. Select Favorites, Shared with me, Created by me, or Public, depending on where the board is located.
    3. Select the board that contains the goal for which you want to generate insights.
    4. From the list of goals, select Goal insights icon next to the goal.

      Alternatively, you can select Show insights on the goal's full details page.

      The Goal insights side pane appears processing the insights for the goal. After a while, the Insights by Now Assist pane shows the insights for the goal including AI forecasted status, confidence of achieving the goal, targets at risk, delayed or stalled aligned work and recommendations.

    5. Review AI-generated insights to identify risk, assess forecasted statuses, and act on recommendations before goals fall off track.