AI sidebar & task chat

What the model sees, strong prompts, limitations, and privacy-minded usage.

The AI sidebar (task chat) is a project-aware assistant. It can answer questions, propose task breakdowns, and mutate the board through tools: project metadata/roadmap, tasks, and comments.

What context the model sees

Active project metadata—name, type, description, roadmap (master_plan), notes, and related fields when available.
Tasks in the current board—titles, columns, and fields exposed to the tool layer.
Your messages in the thread (and any system instructions the product adds for safety and product behavior).

It does not magically read private repos or tickets outside what you paste or what the app stores.

What it can change

Project — title, short description, and roadmap phases (update_project). Providing phases replaces the whole roadmap.
Tasks — create, update, delete, and undo the last assistant mutation in the session.
Comments — add a note on a card (signed-in boards).

Good prompts

“Rewrite the project description to emphasize LLM/GEO search, not classic SEO.”
“Replace the roadmap with 5 milestones through MVP and GTM.”
“Break card X into 3–5 smaller tasks and suggest column placement.”
“I’m blocked on Y—what are two concrete next steps a solo dev could finish today?”
“Summarize risks for launch based on tasks still in Backlog.”

Limitations

Models can hallucinate file paths or APIs—verify against your repo.
Large boards may require you to narrow scope (“only tasks in This week”).
Guest mode may disable or simplify server-backed tool calls; behavior matches deployment.

Privacy snapshot

Treat prompts like support tickets: do not paste secrets, keys, or personal data you would not email to a vendor.
Product analytics may record events (clicks, task writes) separate from raw chat—see privacy policy for the deployment you use.