Projects Help

How-to guides and documentation for Projects features.

12 articles

Add Task

Add a new root-level task to the current breakdown mode.

Breakdown Task

Use AI to automatically generate subtasks for an existing task. The current task becomes a parent with AI-generated chil

Delete Task

Delete a task (and its children if any) from the current breakdown mode.

List Breakdown Modes

List all 7 breakdown modes (work, product, requirements, organization, risk, cost, revenue) with their task and completi

List Snapshots

List all saved project snapshots.

New Project

Reset the workspace to start a new empty project. This clears all tasks across all modes.

Read Current Mode Detail

Read the full task tree of the currently active breakdown mode.

Read Current Project

Read the current project summary including title, description, currency, active breakdown mode, and per-mode task counts

Save Snapshot

Save the current project state as a snapshot to the history.

Set Breakdown Mode

Switch the active breakdown mode. Valid values: work, product, requirements, organization, risk, cost, revenue.

Toggle Task

Toggle the completion state of a task.

Update Task

Update a task