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Project Manager

Generate steps with your AI coach

Open the coach chat, pick a planning strategy, and turn your goal into an ordered set of steps.

Your project manager's AI coach can turn a goal into a clear, ordered plan. Tell it what you want to achieve and it generates steps you can work through.

Open the chat

Inside a project, click the round chat button at the bottom right (above the + button). On a project with no steps yet, you can also click Chat with AI. Describe your goal in plain language, where you are now and what "done" looks like.

Pick a planning strategy

Under the messages, choose how deep you want the plan to go:

  • Quick Start: a short, get-moving plan with the essential steps.
  • Comprehensive: a fuller, well-rounded plan that covers the main bases. This is the default.
  • Deep Dive: a thorough, detailed plan for complex goals.

Pick the strategy that matches how much structure you want, then send your message. Your choice is saved on the project and reused for later chats, so you only set it once unless you want to change it.

If you have added your own OpenAI or Anthropic key in the project manager's Settings, the chat header also shows a model picker, so you can choose which AI model plans this project. See Bring your own AI keys.

Get your plan

The coach replies with ordered, actionable steps and adds them to your project, and the chat closes so you can see them. If it answers with advice but no steps, click Generate steps from chat to turn the conversation into steps. Read them over, then start working through them. You can edit, reorder, or remove anything that doesn't fit. See Create and organize steps manually.

The advice reflects your project's mode (Omni, Genius, or Frameworks). See Understand the three modes to choose the right knowledge source.

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