AI PM Agent · Guide
Bring in your tasks and hours
Move your plan into the AI PM Agent from a CSV file. It checks the file first and shows exactly what it will create.
Step by step
Open AI PM Agent and press Import tasks (or Import once you have a project).
Choose a CSV export from Asana, Jira, ClickUp, Trello or monday.com for tasks, or Toggl, Harvest or Clockify for time.
Read the check: the tasks, milestones and people it found. Nothing is created until you confirm.
Open Roadmap to see every open task on a timeline, with today marked and milestone due dates.
Good to know
- Sections or sprints become milestones. People become team members you can plan.
- You can also add work by hand with New task.
About the AI PM Agent: what it does, step by step.
Something not as described? Write to us and we will fix the guide.
Related guides
- Log time and finish a milestoneHours you log become invoice lines. When a milestone is done, the Billing Agent drafts the invoice.AI PM Agent → Hours
- Apply or turn down a client changeWhen a client asks for more, the Inbox Agent hands the request to the AI PM Agent. You decide whether it goes on the plan.AI PM Agent → Changes