Using the AI worksheet

The worksheet is the chat panel in the app. The assistant can:

• Answer questions about your projects, tasks, invoices, and requests
• Open screens: tasks, invoices, projects, assigned projects, messages, gig requests, contacts, project tracking
• Fill in forms for new projects and gig requests, for you to review
• Take actions, like approving a task or logging hours

Your chats are saved so you can pick up later.

Tips

• Be specific with names. If a name matches several people or projects, the assistant lists them and asks which you mean.
• You always review a form before it's submitted in the app.
• Each message uses a few tokens. See Tokens and usage.

See: Example prompts