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Status Shipped
Categories AI assistant
Created by Lorena Connolly
Created on Aug 12, 2025

AI Assistant: Enable the ability to review and evaluate To-Dos

What is the challenge?

We use To-Dos at the Epic Level to track our Discovery efforts. I created an AI Agent to evaluate an Epic for readiness for our Lean Portfolio Management Team. Part of that check is to ensure that all of the To-Dos are in a Completed state. The AI Agent tells me that due to the special nature of To-Dos it cannot review them and provide a list view of incomplete To-Dos

What is the impact?

Users have to manually perform this check

Describe your idea

Allow the agent to review/evaluate To-Dos indicated to be directly linked to a record type

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  • Lorena Connolly
    Aug 13, 2025

    Thank you! I tried it in my agent and it works great. I appreciate the speed of getting this in place.

  • Austin Merritt
    Aug 13, 2025

    Thank you for your idea! We made an update to the AI assistant yesterday to allow it to look up to-dos. This should help your agent accomplish what you had hoped but please let us know if you have issues. Thanks!