Configure tasks and requests
Set up AI preferences to control resource usage and generation modes for task insights and request summaries.
Before you begin
Check your entitlements to determine whether you have access to Now Assist or Moveworks licensing.
Role required: admin
About this task
- AI assist represents a single background execution of an AI feature that automatically generates insights, card summaries, or smart task sorting across your organization.
- Task insight analyzes the tasks against policy criteria to identify compliance and optimization opportunities.
- Request summary generates a concise summary of request details with useful info and efficiency.
Procedure
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Expand the Tasks and requests section and select Tasks to view the read-only list with task types, table, conditions, search, and configure tasks.
Figure 1. Tasks Note:For additional information, select Configure tasks to go to tasks full-list or go to a specific task configuration by clicking external link icon. For more information, see Employee tasks page. -
Expand the Tasks and requests section and select Requests to view the read-only list with request types, table, conditions, search, and configure requests.
Figure 2. Requests Note:For additional information, select Configure request to go to requests full-list or go to a specific request configuration by clicking external link icon. For more information, see Employee requests page. -
Expand the Tasks and requests section and select AI preferences to manage usage limits and insight and summaries.
Figure 3. AI preferences Note:When you don't have appropriate licensing, AI preferences aren't visible in the navigation.