AI Suggestions
Get smart recommendations when creating tasks: suggested assignees and due dates.
Where to Find Itโ
| Location | How to Access |
|---|---|
| Project dashboard | AI Suggestions panel (when enabled in settings) |
| Gantt view | AI Suggestions button in the toolbar |
Rule-Based Suggestions (No API Key)โ
Works out of the box โ no configuration required:
| Suggestion | Logic |
|---|---|
| Suggested assignees | Team members with the fewest tasks (workload balance) |
| Suggested due date | Based on average task duration in the project (or default 3 days) |
Optional LLM Enhancementโ
For AI-generated tips, configure an API key in Project Roadmap โ AI Suggestions Settings (admin only).
Settingsโ
| Setting | Description |
|---|---|
| Provider | Rule-based only, OpenAI (GPT), or Anthropic (Claude) |
| API Key | Your OpenAI or Anthropic API key |
| Model | e.g. gpt-4o-mini, claude-3-5-haiku-20241022 |
AI Insightโ
When configured, suggestions include an AI Insight โ a brief practical tip for the new task based on project context, assignees, and due date.
How to Useโ
- Click AI Suggestions (on dashboard or in Gantt toolbar)
- Review Suggested assignees and Suggested due date
- Optionally read the AI Insight (if LLM is configured)
- Use the suggestions when adding a task in Perfex (Projects โ Add Task)
API Endpoint (Optional)โ
For integrations: projectroadmap/ai_suggestions/{project_id}
Optional query: milestone_id for milestone-specific suggestions.