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Import AI-Generated Plans/Tasks

  1. We are committed to finding ways to leverage AI in Playbook to help you develop better plans. 
  2. As a first step, plans/tasks can be imported from external sources such as AI-generated lists (Copilot etc.), Excel, Dashboard reports, emails, etc., using the Scratch Task List.
  3. Open your AI Assistant of choice and ask for a detailed plan.
    1. I need a detailed plan to develop a PCBA. Give me an HTML table containing WBS number, TaskTitle, Duration in weekdays, and Predecessor IDs (which are comma-delimited WBS numbers of the predecessors). Don’t leave out any details. Set it up for 3 iterations - Prototype Rev1, Prototype Rev2, and Production. The Production should have typical production-level tasks, e.g., first article, etc. We will accelerate as much as possible and buy the long-lead components before the layout is complete, so they are here when we are ready to assemble. I also want some depth to the hierarchy. Prototype Rev1 should be in a Prototype summary task (WBS = 1). Its first subtask (1.1) should be a summary - e,g, 'Program Initiation'. Then those subtasks are 1.1.1, etc. End the plan with a milestone.
    2. I asked for an HTML table because that makes it easier to copy/paste the plan into the Scratch Task List (STL).
    3. I asked for the WBS to establish the hierarchy of the tasks and the Predecessor IDs to reference them.
    4. I specified three iterations and provided a naming convention.
    5. In reality, this was an iterative process with Copilot generating a plan and me refining the requirements unitl it gave me the following table. Note: the table extends beyond what is visible here.
  4. I then imported the plan into Playbook using the Scratch Task List.
    Scratch Task List icon
  5. Watch this video [~4.5 min] for a demonstration of this powerful capability.
  6. Need a hand? Contact a Customer Success Engineer today!
  7. Use these links to learn more about...