Task import and quote from materials

Got a long brief from a client, or an e-mail with a list of things to do? You don't have to retype the tasks by hand.

Importing tasks

1. On the project's kanban board or in Tasks, click Import tasks.
2. Paste your text into the Text tab, or upload a PDF, DOCX or TXT in the File tab.
3. Choose the Project and what AI should prepare: Generate sections, Generate packages, Generate tags and Suggest time estimates. You can also set Allowed tags, who the tasks are assigned to and which column they go into.
4. Click Generate.

Generating takes a moment. Feel free to close the window and carry on, frego lets you know when the tasks are ready for review.

Review before saving

Nothing is created without you. Go through the suggestion, edit titles, descriptions, estimates, sections and packages, add missing tasks and delete what you don't want. Then click Save. If you don't like the suggestion, click Discard.

Quote from materials

When you want to lay out a whole project, open Materials & quotes in it and click Create a quote from the materials. From your documents, files, links and mind maps, AI suggests sections, packages and tasks with estimates. You adjust the suggestion, price it and send it to the client. Once they approve it, the Create project structure button turns it into sections, packages and tasks. The details are in the article Materials and quotes.

What it costs

Task import and a quote from materials cost 10 AI credits each. If generating fails, you get your credits back. More in the article AI credits.

Tip

The better the brief AI gets, the better the suggestion it returns. Feel free to paste the client's whole e-mail, details and all.