AI Assistant
Updated: 2026-10-20
How do I use AI chat to create tasks and notes?
Quick Answer
Open the AI Chat assistant panel, type what you need (like 'Turn my meeting thoughts into 3 prioritized tasks'), and review the AI's action proposal. Click 'Accept' to let the AI create the notes or tasks for you.
Step-by-step instructions
- 1
Open AI Chat
Click the Sparkles (AI) icon in the navigation bar to slide open the assistant panel.
- 2
Type your request
Ask the AI assistant to summarize a topic, draft meeting notes, or generate actionable tasks with deadlines.
- 3
Review proposed action items
The AI presents a clear preview of the notes or tasks it recommends creating.
- 4
Approve to save
Click 'Create Tasks' or 'Save Note' to confirm. The AI never alters your data without your explicit approval.
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