Generate tasks for a project using project plan generation skill

  • Release version: Zurich
  • Updated April 18, 2026
  • 1 minute to read

    • Use project plan generation skill to populate an empty project with tasks by providing text input, uploading files, or both.

    Before you begin

    Role required: it_project_manager

    • Install Now Assist for Strategic Portfolio Management (SPM) plugin.

    • To use attachments to generate a project, activate the document intelligence skill. The default LLM is Azure OpenAI. Switching to a different model may affect accuracy.

    • The project plan generation skill is activated by default. For more information on how to activate the skill if it isn't automatically activated or if you want to change the skill configuration, see Configure Now Assist Admin features.

    Procedure

    1. Navigate to Workspaces > Project Workspace.
    2. Create a project or open any project without tasks.
    3. Select Generate tasks to use Now Assist to generate tasks.

      To create a project task without using Now Assist, use Add Task option.

      Generate tasks using Now assist.

    4. Provide your project task input using one or more of these methods.
      • In the text field, describe your project tasks using natural language. If you provide only natural language input, the document intelligence skill is not required.
      • Select Attach files and upload a word, pdf, excel, or powerpoint document. A preview of the attachment appears before you proceed. To use file attachments, activate the document intelligence skill. For more information, see Activate a Now Assist in Document Intelligence skill.
      Note:
      Attach a file or enter context as free-form text before proceeding. No input returns an error. Insufficient context may also trigger an error.
    5. Select Submit to generate the project.
    6. Review the task details for a project on the planning page.
      AI-generated tasks for a project in Project Workspace.
      Note:
      Because the information in these fields is automatically generated, it's a good idea to review the text and make sure it's accurate.

    Result

    The project is created with the generated tasks, including task hierarchy and dates derived from your input.

    Generate tasks for an empty project

    Input: A project manager types the following in the text input: Create tasks for a website redesign project starting May 1, 2026 and ending July 31, 2026. Tasks include requirements gathering, UI design, and user acceptance testing.

    Output AI creates three task records: Requirements gathering, UI design, and user acceptance testing. Each task is populated with a name, description, start and end dates, and duration. Fields not present in the input are auto-populated with default values.