Guidance

Guidance helps you decide what to work on next. It combines rule-based observations (“Smart Actions”) with optional AI generation.

Main tabs

In AI mode, Guidance offers four tabs:

• "Context"

• "Strategic"

• "Execution"

• "CDPM"

AI mode vs manual mode

• AI mode: shown as "✨ AI+" in the header.

• Manual mode: shown as "Manual" in the header.

In Manual mode, a small gear button can appear with the tooltip "Configure custom priority".

Filters and visibility

Guidance includes controls to:

• show/hide completed items

• filter by status/priority

• sort by status, priority, due date, or time tracked

Practical workflow

• Keep action item statuses accurate.

• Open Guidance and run a Check after major context changes.

• Use Strategic when trade-offs matter (budget/time/scope).

• Switch to Manual mode if you want a deterministic prioritization model.

Next steps

• Execute the work: Action Items

• Generate and automate via AI: AI Panel & Quick Actions

• Make context stronger: Project Creation Wizard