Check the Delayed Projects That Need Your Attention
Overview
Ask the AI Assistant, in your own words, which of your projects are behind schedule and what is still pending. It finds the projects where you are on the team and that are marked delayed, together with the Jobs pending your action. Follow-up questions narrow the answer, for example to closed projects whose Jobs were left open. The assistant can then cancel those Jobs or move them to another stage once you approve.
The agency, clients, projects, Job numbers, stages and transitions in this example are illustrative. The projects and Jobs you see depend on the teams you are part of, and the transitions depend on each Job's workflow.
An example conversation between a project manager and the AI Assistant.
Which of my projects are behind schedule? I need to wrap up everything that’s overdue and see which tasks are still pending.
You have 9 projects on your team that are marked behind schedule. You also have 4 jobs currently pending for you. Three are marked delayed; one is not.
How I read your question
- Included: projects where you are on the team and the project is marked delayed.
- Included: jobs where you are on the team and currently have a pending action.
- Assumed: “overdue” means items marked behind schedule, and “my” means you are a member of the project or job team.
- Sorted both lists by end date, earliest first.
And are there past projects, already closed, that still have open jobs? I want to close them properly.
There are 2 open jobs under closed projects: one in a done project and one in an approved project. They are shown below and should be reviewed, since their project is already closed.
How I read your question
- Included: projects on your team in approved, done or cancelled stages.
- Included: jobs under those projects that are not in approved, done or cancelled stages.
- Assumed: “closed” means approved, done or cancelled; “open job” means a job outside those final stages.
- Sorted by job end date, earliest first.
Please cancel these open jobs for me.
The job GMC0036VID001 – GM 2025 Dealer Event – Recap Video was cancelled successfully. The other job, LUM0024CR003 – Lumen Bank Annual Report – Print Edition, has no available cancellation transition, so it was not changed.
What transitions do you have available?
Available transitions for LUM0024CR003 – Lumen Bank Annual Report – Print Edition: Send for Review → To Review by Traffic; In Progress → In Progress; Close → Done. Cancellation is not available.
Close → Done
- Target stage
- Done
I reviewed the stage change and selected Approve.
LUM0024CR003 – Lumen Bank Annual Report – Print Edition was moved to Done successfully.