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Tasks & Projects

Add a Progress Dashboard

Insert a milestone progress tracker so everyone gets a visual sense of where they are and what's left.
AI Agent Prompt
Copy

Add a milestone progress tracker to the overview page. Link it to all action plans in this space. Use multi-plan mode so it shows progress across all milestones.

What the AI creates

The AI adds a visual progress tracker that shows completion percentage per milestone. Updates in real time as tasks are checked off.

Pro Tip
Pair this with the Next Task block for a complete "at a glance" overview: where we are + what's next.

More AI Agent Use Cases

Add a Go-Live Readiness Checklist

Insert a checklist that confirms everything is ready before the customer goes live.

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Create an FAQ Section

Generate an expandable FAQ accordion with answers to the most common customer questions.

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Write a Post-Meeting Recap

Add a content block summarizing discussion points, decisions, open questions, and next steps after a call.

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