Assistant

Use the workspace assistant for timeline and planning help.

Outcome

Use the assistant to speed up planning tasks while keeping the final decision with the team.

Applies to

Workspace members working with timelines and issue context.

Before you start

The assistant can help draft actions and summarize planning context, but you should review changes before relying on them.

Steps

  1. Open the assistant from the workspace header.
  2. Ask about the timeline, issue context, or planning action you are considering.
  3. Review any previewed action before applying it.
  4. Open History to resume one of your saved threads, or delete a thread you no longer need.
  5. Use New thread when you want a blank conversation. Opening the assistant from the workspace header also starts a new thread.
  6. Use comments to document decisions that affect the team.

What happens next

Threads are saved automatically and are private to you in the current workspace. Once a thread reaches 200,000 input tokens, older context is summarized automatically while the complete conversation remains available in history.

The assistant is most useful for planning support, not as a replacement for stakeholder review or owner confirmation.

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