Configure the Monitor project tasks AI agent in AI Agent Studio

  • Release version: Yokohama
  • Updated July 31, 2025
  • 1 minute to read

    • Monitor project tasks autonomously by configuring the AI agent in the AI Agent Studio.

    Before you begin

    Role required: admin or it_project_manager

    Procedure

    1. Navigate to All > AI Agent Studio > Create and manage.
    2. From the Agentic workflows list, select Monitor project tasks AI agent.
      From the Monitor project tasks agentic workflow, each AI agent is shipped as active by default.
      Note:
      Only users with the Now Assist panel (NAP) role can access agents, even if the current agentic workflow doesn’t require that role.
    3. Enable the Monitor project tasks AI agent:
      1. From Define key requirements screen, select Continue.
      2. From Define user access screen, select Continue.
      3. From Define data access screen, select Continue.
      4. From Add triggers screen, select the Project task update monitoring and turn on the Trigger. Select Save and select Continue.
      5. From the Select channels and status screen, select Save and test.

      The agentic workflow trigger defines the events that invoke AI agents for this agentic workflow. The trigger ensures that the AI agents can only start working upon specific key updates to project tasks.

    4. Navigate to Workspaces > Project Workspace and select the project.

      The admin must enable the project insights generation skill for a specific project and set up a cadence for the project insights email. For more information on how to set up an email cadence, see the Schedule the project summary email.

    5. Enable the AI agent for a specific project:
      1. Schedule the project summary email.
      2. From the planning page, select the more actions icon (More actions icon.) and then select Enable critical task alerts.
        Note:
        Enable critical task alerts option is only available when the email is scheduled. To disable the AI agent, select the more actions icon (More actions icon.) and then select Disable critical task alerts.
      The Monitor project tasks agents are enabled for the selected project.