Generating Reports & Snapshots

Create presentation-ready project reports with AI-powered summaries.

INTERACTIVE VISUAL GUIDE

Step-by-Step Guide

Open the Command Bar (Cmd+K) and select Analyze Health, or click Analytics in the canvas toolbar to open the Management Panel

The AI generates a comprehensive summary of project state, risks, and progress

Status Report gives a structured update suitable for email

Standup Prep creates a quick 3-bullet summary for daily meetings

Run Snapshot every Friday for a weekly archive of project state

Status Reports are formatted for stakeholder communication

Combine Snapshot + Risk Analysis for quarterly business reviews

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Understand your project’s health at a glance with visual charts and metrics.

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