Productive's AI-driven filters can help you manage tasks, projects, deals, and invoices more efficiently. With AI filters, you can:
Track overdue items
Organize data dynamically
Customize views to suit your workflow
Follow this guide to activate and make the most of AI filters!
Enabling AI Filters
Before you can take advantage of AI filters, they need to be activated. As an admin, you can turn on the AI features by navigating to your organization’s settings.
Once enabled, AI filters will be available for all users in your organization, unlocking advanced filtering options.
How to Use AI Filters
To get started with AI filters, follow these steps:
1) Navigate to the Desired Section
AI filters can be used in the following areas:
Tasks: Go to Project Management > Tasks or a specific project and open the Tasks tab.
Projects: Go to Project Management > Projects.
Deals: Go to CRM > Deals.
Invoices: Go to Financials > Invoices.
2) Open Filters
Within the selected section (e.g., Tasks), locate the Filters dropdown.
3) Access AI Filters
Under the standard filter options, you’ll find a new section for AI filters.
Utilizing AI Filters
With AI filters enabled, you can enter queries to refine your task views. Here’s how to make the most of this feature:
Enter a Query
In the AI filter input box, type any query related to your tasks. For example, you might enter "Manny's overdue tasks" to quickly view tasks assigned to Manny that are past their deadlines.
Use Recommended Filters
Experiment with pre-defined prompts to test various filtering scenarios. These prompts can help you understand how AI can tailor your task views according to your needs.
Key Considerations
While AI filters can significantly simplify task management, it’s important to remember:
Verification
Always verify the results of AI filters independently before making critical decisions. AI outputs are provided "as-is" and should be used as one of several tools in your decision-making process.
Data Privacy
Productive AI does not use your customer data to train machine learning models, ensuring that your data remains secure and confidential.