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How to Create and Update Projects with the AI Assistant | FlowPath Help Center

How to Create and Update Projects with the AI Assistant

Create projects and project tasks, or update existing ones.

Create a project

  1. Open the AI Assistant.

  2. Describe the project — name, budget, timeline, stakeholders.

  3. The assistant creates the project record.

Open the AI Assistant.

Describe the project — name, budget, timeline, stakeholders.

The assistant creates the project record.

Create project tasks

  1. Describe the tasks — milestones, due dates, assignees.

  2. The assistant creates each task linked to the parent project.

Describe the tasks — milestones, due dates, assignees.

The assistant creates each task linked to the parent project.

Update projects or tasks

  • Tell the assistant what to change.

Tell the assistant what to change.

What you can say

  • "Create a project called Lobby Renovation — $250K budget, start date April 1, end date September 30."

  • "Add five milestones to the roof replacement project: demo, install, inspection, punch list, closeout."

  • "Update the roof project budget to $320K after the change order."

  • "Mark the punch list task as blocked — materials are backordered."

"Create a project called Lobby Renovation — $250K budget, start date April 1, end date September 30."

"Add five milestones to the roof replacement project: demo, install, inspection, punch list, closeout."

"Update the roof project budget to $320K after the change order."

"Mark the punch list task as blocked — materials are backordered."