| What | Ask AI helps you find
information, get answers about
your work, create projects,
create or update tasks, log
time, and learn how
Teamwork.com
works by describing what you
need. |
|---|---|
| Why |
|
| Who | Teamwork.com users with access
to Ask AI. The information and
actions available to each user
depend on their existing
permissions. |
| When | Use Ask AI when you want to
find information, get an
answer, or complete supported
work without first navigating
to the relevant project, view,
report, or setting. |
Ask AI is available throughout Teamwork.com.
It opens in a side panel, allowing you to find
information, ask questions, and request
supported actions without leaving the area
where you are working.
Describe what you need in your own words. Ask
AI can use the information available to you in
Teamwork.com to return an answer, link you to
relevant work, or prepare an action for your
review.
On this page
Before you
start
- Ask AI follows your existing Teamwork.com
permissions. It cannot show information or
complete an action that you could not
otherwise access or complete.
- Ask AI asks you to review and confirm
supported actions before making changes in
Teamwork.com.
- Ask AI can make mistakes. Check important
details and review every proposed action
before confirming it.
- Site owners and company admins can
manage Ask AI and other AI features from
the AI area in the site
settings.
Ask AI uses Teamwork.com's Model Context
Protocol (MCP) capabilities to retrieve
information and perform supported actions
using the access available to you.
Open Ask AI
Ask AI is available globally from
the main
Teamwork.com header. The suggested questions
on selected pages can change based on the area
you are viewing. For example, your personal
timesheet
can surface time-related suggestions, while a
project can surface questions about its time,
risk, and remaining work.
- Select Ask AI in the main Teamwork.com header.
- Choose how you want to interact with the
AI assistant:
- Enter what you want to find, understand, create, or update in the Tell AI what to do next field. You can also select a suggested question.Alternatively, use the microphone to dictate your request using voice input.
- Select one of the automatically suggested prompts.
- Optionally, select the paperclip icon to
attach an image from your device.
- Send your request.
- Review the answer or proposed action. Open
any linked Teamwork items to see more
detail.
- Ask a follow-up question or, for a
supported action, review the details and
confirm when you are ready.
Find work
Ask AI can locate projects and tasks using
the details you provide. Results can include
links to the relevant Teamwork.com items so
you
can open them directly.
Example requests include:
- Find the task for updating the pricing
page.
- Which of my tasks are due
today?
- Which of my tasks are
overdue?
- What's blocking my work?
Add useful details such as the project name,
task name, assignee, or date range when your
request could match several items.
Get answers about
your work
Ask AI can answer supported questions using
current Teamwork.com data available to you.
Use it to summarize information or explore
questions about:
- Project health, overdue work, upcoming
deadlines, and delivery risk.
- Where time is being spent.
- Team capacity and utilization.
- Project budget usage and remaining
budget.
Example requests include:
- Catch me up.
- What's changed since
yesterday?
- Which projects have deadlines this
month?
- Where did the team spend the most time
last week?
- Which people are over
capacity?
- How much budget remains on the website
redesign project?
Check the project, people, date range, time,
capacity, and budget details before sharing or
acting on an answer. Use links in the response
to review the underlying Teamwork.com
records.
Get work
done
Ask AI can prepare supported changes based on
your request. It checks your permissions and
asks you to confirm the details before making
a change.
You can ask Ask AI to:
- Create a project.
- Create a task.
- Update a task's name, description, dates,
priority, progress, assignees, or
tags.
- Add task dependencies or
subtasks.
- Log time against a project or task.
State the change you want and include the
project or task when relevant. If Ask AI needs
more information, respond to its follow-up
question. Review the proposed change, then
confirm it when the details are
correct.
Log time with Ask
AI
Describe the work, duration, and relevant
project or task. Ask AI can prepare one or
more time entries for you to review before
saving. It asks you to confirm the proposed
entry before logging the time.
For example, you can ask Log 20 minutes
on my most recently edited assigned
task. Ask AI identifies the task and
proposed time entry, then logs it after you
confirm.
For detailed guidance and example requests,
see Log
time using AI.
Learn how
Teamwork.com works
Ask AI can answer supported product questions
using Teamwork.com Help Center content. Ask
where to find a feature, how a setting works,
or how to complete a workflow.
Example requests include:
- What are role rates?
- How do I create a task
dependency?
- Where can I update a project's
budget?
- How do I invite someone to a
project?
Continue
conversations
Ask follow-up questions in the same
conversation to refine an answer, add context,
or request a related action. Ask AI uses the
existing conversation to interpret your next
request. The current conversation remains open
when you move to another area of
Teamwork.com.
Resume a recent
chat
The Recent chats view lists previous
conversations by
title and date so you can return to earlier
work.
- Open Ask AI.
- Select Recent chats in the panel
header.
- Select a conversation to restore its chat
history.
Start a new chat
Select Start new chat in the panel
header to begin a fresh conversation. Previous
conversations remain available through recent
chats. Starting a new chat also displays the
suggested questions for the area you are
currently viewing.
Close Ask AI
Select the close icon in the panel header to
return to your work. You can resume the
conversation later from recent chats.
Best
practices
- Describe the outcome: State what
you
want to find, understand, create, or
change.
- Add identifying details: Include
project names, task names, people, or date
ranges when they help narrow the
request.
- Use follow-up questions: Refine the
result or add missing context without
starting over.
- Review source records: Open linked
Teamwork.com items to verify important
information.
- Check proposed actions: Confirm the
correct item, people, dates, and other
details before approving a change.
FAQ
Can Ask AI access
everything in Teamwork.com?
No. Ask AI follows your existing
Teamwork.com permissions and can only
return information you are already allowed
to access.
Does Ask AI make
changes automatically?
No. Ask AI prepares supported actions for
your review and asks you to confirm the
details before making a change.
Why could
Ask AI not complete my request?
The requested action may not be
supported,
or your Teamwork.com permissions may not
allow you to complete it. Try asking for
the information another way or complete
the action manually if it is available to
you.
What should I do
if an Ask AI answer is incorrect or
incomplete?
Ask a follow-up question with more
specific context or start a new chat.
Review linked Teamwork.com items before
relying on important information, and
check any proposed action before
confirming it.
Can I resume a
previous conversation?
Yes. Open Recent chats from the Ask Teamwork panel and select a
conversation to restore
its history.