# Opening and editing cards via chat with AI assistant

Type what you want into the assistant in the right sidebar: it opens, moves, or deletes cards; adds dates, labels, and checklists; and writes comments. Every change it makes is immediately visible on your and your team’s screens; your chat is private to you.

- Project manager

- Project Member

- Viewer (questions only)

## Steps

- Click Assistant in the top bar; the chat panel opens on the right.

- Type what you want in your own words and press Enter. Example: “Open the Logo revision card due tomorrow, assign it to me, and add a pre-launch checklist.” If you type while a dashboard is open, the assistant knows that dashboard.

- Assistant performs the task and describes what it did. Below the response, each change is listed on a separate line; clicking a line opens the card.

- Changes appear immediately on the dashboard, list, Gantt chart, and calendar; teammates viewing the same dashboard have their screens refreshed automatically.

Drag and drop a Word, PDF, or Excel document into the assistant panel (or select it via the paperclip next to the input box) to convert items inside into draft cards; see Extract tasks from document.

## Optional questions

If your request is unclear, the assistant asks a short question and offers options to simplify your answer: single-choice buttons, multi-select checkboxes, sliders (e.g., “how many days ago?”), or text/date fields. Your selection is sent as a message in the chat; you can also type your own response instead of using options.

## What can the assistant do?

- Opening a card (list, description, start and end dates, priority, assignees, labels, checklist), creating subtasks.

- Moving a card to another list; changing title, description, dates, priority, progress, assignees, and labels; marking completion.

- Adding comments and checklists to a card, establishing dependencies between two cards, adding a list to a board, opening a new project.

- Opening a relative-date card: saying “Create a task for materials procurement 3 days before construction ends” creates a card linked to the Construction card; if Construction’s date shifts, so does this one.

- Answering questions: overdue cards, who is assigned what, the status of a card.

> Note Assistant operates only within your permissions: it cannot do anything you cannot do. It does not delete cards; if necessary, it archives them (you can restore from archive). Everything it does appears in the card history under your name.

> Tip Only you can see your chat history. You can delete the entire conversation using the trash bin button. Each assistant response deducts from your organisation's monthly artificial intelligence allowance; the token cost is shown below the response, and total monthly usage is displayed at the top of the panel. Greetings and thank-you messages do not consume allowance.

## Related pages

- AI usage and person limits

- Creating a project plan by describing it

- Working with the team simultaneously