AI companion

The AI companion is a chat panel at the right of the screen. Ask it in your own words about your work — what is overdue, what an item's comments say, who has the most open work — to plan a complete project with its phases, tasks and subtasks, or, with an item open in its editor, to draft that item's fields, break it down or find related links. It also translates a public form into a new language version. Nothing is created or saved until you review what it proposes and apply it.

Choosing how it runs (administrators)

Configuration → AI companion offers three choices:

On the platform's account, once 80 % of the month's allowance is used, everyone in the workspace sees a line above the panel's message box saying that most of it is used, and can go on working; when the allowance is used up, the companion's buttons are disabled with a note until the month changes. Switching to your own account lifts both at once.

For your own account, choose the Provider (Anthropic or OpenAI-compatible), the Model identifier (for example claude-sonnet-5 or gpt-4o), the Base URL for an OpenAI-compatible server, and the API key. The key is stored encrypted and never shown again. Test connection checks those settings against your provider and reports what it found. The same check runs when you save: if the provider rejects the key, does not recognize the model, or cannot be reached, nothing is saved and the previous settings stay in place.

The platform's operator can also withdraw the platform's account from your workspace, or turn the companion off there. The settings page then says so in one sentence, and the workspace's security log records the change. With the platform's account withdrawn, your own account still works.

Under the settings, Requests to the AI this month counts the requests made this month and, on the platform's account, the share of the plan's allowance used. The month is your workspace's, in its time zone.

Opening the panel

The sparkle button in the top bar opens and closes the panel; the AI companion entry of the active-project picker, the Projects page, a new project's editor and a work item's editor open it too. You need the use the AI companion permission, which every user has unless an administrator removed it from the All users group. The panel sits beside the page, so you can keep working while it is open; on a phone it takes the whole screen.

Opened from a work item's editor, the panel works on that item: a chip at the top names it, and × on the chip lets you ask for something unrelated, such as a project plan. Leave the editor and the conversation stays, but its cards for that item can only be applied once you open the item again.

Write a request and press Enter. Each answer is either a reply in words or a card with something to review. Follow-ups build on what you said before — the same plan, but without the marketing phase — so you do not have to repeat yourself. A conversation lasts until you reload the page or start a New conversation, and after many turns the panel asks you to start a new one.

The switches under the box apply to every request: Write descriptions, Propose dates, Set priorities, Estimate effort in hours / Estimate value (shown when the estimate tracker is on and you may set estimates) and Search the web for links. Asking in words for something a switch leaves off — dates, say — still works for that request. The switches are remembered in this browser.

The companion cannot read customers' records yet, change the status, assignee or customer of an existing item, or delete anything; ask, and it says so and names the screen that does it.

Examples

Asking about your work

The companion answers from the same lists you see: work items by customer, project, person, status, priority or due date; one item with its description, comments and history; and your own work as your Home page shows it. It sees only what you can open — an item restricted to others, or under an archived project, is never read — and it says so when it cannot answer. Counting work per person, customer, project, status or priority also needs the run saved reports permission.

Items in an answer are links to their editor. One answer lists up to 50 items, and the companion gives the full count when there are more. A name you use — a customer, a project, a person — must match one only; when it matches several, the companion asks which one you mean. Upcoming repetitions of a repeating task are not included until they exist as items.

The names of people, customers and projects stay in the app: the AI provider receives a code in their place, and the answer shows you the names again. Names you type yourself, and the text of summaries, descriptions and comments, are sent as they are.

Opening a filtered list

Ask to show, list or filter work items and the companion answers with a filter card: its conditions, the project the list will show and how many items match for you there. Open the list opens Work items with that filter in the filter bar, where you change or clear it as usual; it replaces the list's current filter.

A project you name becomes your active project when you open the list; with no project named, the list keeps your active project. Each name, a person, customer, customer group, task type, tag or project, must match one only: one that matches none or several is left out of the filter and the card says so. Overdue is kept as a due date up to yesterday, so the filter does not move with the days. A sort order, a total, or anything else the filter bar has no field for is named on the card and left out. In Basic mode the list keeps its own project.

Getting a report

Ask for figures, such as hours logged, estimates against time spent, or items per person, customer or month, and the companion answers with a report card: the table as Reports draws it, the conditions it covers, and a note for anything it left out. The figures are computed by the app, never written by the AI.

A report follows the permissions of the Reports pages. A report about work items needs the run saved reports permission and counts only the items you can open. Hours logged need the view the spent time/value report permission and, as on the spent report, cover everyone's hours. A report groups by up to two things and shows up to four figures. Hours are narrowed by customer, customer group, project, status, tag and person only; with no period named, they cover the last 30 days.

Open in Reports opens the report builder with the report filled in, not saved; it is shown when you have the create, edit and share report definitions permission. A saved report cannot be run by name from the chat.

Changing several tasks

Ask to move, postpone or bring forward several tasks, set their due or start date, or change their priority, and the companion answers with a list: each task with its current and new values. Only the tasks you tick change. The apply button changes them one at a time, as the editor would save each one, with the same checks; a task that cannot change says why on its row, and the others go ahead.

Moving a task by some days moves its start and due dates together, so it keeps its length. Only tasks change from the chat: projects, phases and subtasks are left out, and so are a task's status, assignee, customer and tags, which you change in the editor or the task grid. The list covers the tasks you can open, needs the edit work items permission, and shows at most 50 at a time. A task someone changed after the list was made is not changed; ask again for a fresh list.

Planning a project

Describe the project — goal, scope, budget, deadlines, anything that helps (up to 4,000 characters). Generating can take a couple of minutes. The card shows the plan as a tree: edit summaries and descriptions, remove items (and everything under them), then Create project. One new project is created with all its items in Open status; it becomes your active project and its editor opens. You need the right to create projects, and planning is not available in Basic mode.

A plan is limited to 100 items and four levels, and must respect the usual rules (unique project name, a start date not after the due date and not before the start date of the item that contains it). The provider's answer may be refused, rate-limited or cut short; the message says what happened, and nothing partial is ever created. AI can make mistakes — review the plan before creating it.

Drafting a work item

With an item open in the work item editor — the sparkle button in its header opens the panel on it — ask for what the item should say or what should change, such as set up the CI pipeline for the mobile app, before the beta starts. The companion reads the item's summary and description as they are on the form, the project and the phase or task the item belongs to (name, description, dates), the other items beside it there and the item's existing sub-items, so the draft fits the plan and does not repeat work that already exists. It only ever sees items you can open yourself.

The card has one row per field with the suggestion and, when the field already has a value, the current one. Rows for empty fields are ticked; rows that would replace something you typed are not, so nothing is overwritten unless you tick it. Apply writes the ticked rows into the form. The item is not saved until you press Save, and Cancel on the editor discards everything as usual. A draft never touches the status, the assignee, the restriction, the item's place in the plan or its links. The panel cannot draft a read-only item or a repeating task's series, and a task with Repeat on takes no dates from a draft (the start date is the recurrence anchor).

Drafting a new task

With no item open, describe the task you need. The card lists its fields, all ticked, and Open in editor opens a new task with the ticked ones filled in, in your active project like any new task. Nothing is created until you save it there. You need the right to create work items; a project with its phases is a plan instead.

The request can also name the customer, the project or phase the task goes under, and a repeating schedule: daily, weekly on chosen days, or monthly on a day or a weekday, every so many days, weeks or months, with an end date or a number of times. Names are matched against the customers, projects and phases you can open. The card shows what it found; when a name matches nothing, or several, it says so and leaves that field for you to choose in the editor. A repeating task opens with Repeat on and starts on its first occurrence. What a task cannot hold is named on the card and not filled: a time of day (tasks are scheduled by day), or a person to assign it to, which you choose in the editor. A schedule the repeating rule cannot express is not approximated.

Setting a reminder

In a saved item's editor, ask to be reminded: before or on its due or start date (two days before it is due), or at a day and time (on Friday at 3 to check the invoice). The card says when it fires; Set reminder creates it for you, as the item's reminders menu would, and it appears there. A reminder that counts from the due or start date needs the item to have that date saved, and one that counts from a date moves when the date moves. Reminders for other people or a team, or several at once, are set from the reminders menu.

Creating sub-items

On a saved phase or task, ask for what it breaks down into. The card proposes items one level down — tasks under a phase, subtasks under a task — skipping ones it already has; their descriptions follow the Write descriptions switch. Apply creates every ticked one under the item right away, in Open status, with the item's access restriction — the same rules as adding them by hand — and they appear in the editor's sub-items list. It needs the right to create work items, and is not available in Basic mode or on an item not yet saved.

Adding related links

On a saved item you may edit, ask for links: the companion looks for pages that help with the work — documentation, guides, specifications, tools — using the item's text, its surroundings and your request. Say what the links should be about and how many you want; without a number you get three, and never more than ten. The card lists them with their titles, all ticked; Add links adds the ticked ones to the item's Other links. Only web addresses (http or https) to public sites are offered, and the companion is told to return only pages its search actually found — still, open a link before relying on it. With Search the web for links off, or a provider and model without web search, it falls back to pages it knows and may return fewer.

Translating a public form

When you add a language version of a public form, Translate with the AI companion in the language dialog has the companion write the copy's texts in the new language: the form's name, introduction, thank-you text and footer, and each question's label, help and choices. You need the design public forms permission as well. Formatting and links in the texts are kept; the address, the question keys and the task type names are not translated. The translation is all or nothing: when a question is missing from the answer or a text runs over its limit, nothing is filled in and the copy keeps the original's texts. Nothing is saved until you save the version, which starts closed: read every text before you open it. A very long form is refused before anything is sent. The companion writes the neutral form of the language; adjust the wording to your audience before publishing.