Configure the Monitor project tasks agentic workflow in AI Agent Studio

  • Release version: Xanadu
  • Updated February 20, 2025
  • 2 minutes to read

    • Monitor project tasks agentic workflow in the AI Agent Studio.

    Before you begin

    To use Monitor project tasks, make sure that the email project summary skill is activated. For more information on how to activate the skill, see Configure Now Assist for Strategic Portfolio Management (SPM).

    Role required: admin or it_project_manager

    Procedure

    1. Navigate to All > AI Agent Studio > Create and manage.
    2. Select Monitor project tasks.
    3. 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.
    4. Enable the Monitor project tasks agentic workflow trigger:
      1. Select the Describe and connect screen and select Continue.
      2. From the Define trigger screen, select the existing trigger name and turn on the Active toggle on the Edit trigger window, and then select Continue.
      3. In the Select display 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.

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

      The project managers must enable the project email summary skill for a specific project and set up a cadence for the project summary email. For more information on how to set up an email cadence, see the Schedule the project summary emails with Email project summary skill.

    6. To enable the AI agent for a specific project, you can directly enable the AI agent on the Email project summary modal:
      1. Navigate to Workspaces > Project Workspace and open any project.
      2. From the planning page, select the more actions icon (More actions icon.) and then select Email project summary.
      3. From the Email project summary window, select the Cadence as Weekly, Bi-weekly, or Monthly according to your requirement.
      4. Select On this day, as days for weekly or bi-weekly or dates for monthly cadence.
      5. Select Users and select the Include critical path task changes
      6. Select Schedule or Schedule and send to schedule and send the email cadence for the project.
      Note:
      You can select Schedule to schedule the project summary email and the project summary is shared as per the selected cadence. You can also choose Schedule and send to instantly sent the summary and schedules as per select cadence. For more information, see Schedule the project summary emails with Email project summary skill.
      The Monitor project tasks agents are enabled for the selected project.