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The assistant

Help last updated 8 November 2026

Every screen has an assistant you can ask about your own work. It answers from what you can already see, and it can look things up rather than guess: your tasks, what happened on a project between two dates, and, if you are a company admin, the money questions like what is overdue and what this month has billed. It reads nothing you could not open yourself, and the money tools refuse anyone who is not an admin.

It can also move the app for you. Ask where something is and it offers a button that takes you to that screen, or opens the task you were asking about.

Asking it to file a task gets you the task written out and a create button. It never files anything on its own, so nothing is created until you have read what it says and pressed create. The task is then yours, filed exactly as if you had typed it.

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