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Teamwork.com

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Plan a Teamwork.com task list from a brief
Write

Turn a written brief into a ready Teamwork.com task list

For project managers who want a brief broken into estimated, dated Teamwork.com tasks by asking their AI assistant.

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Plan a Teamwork.com task list from a brief
Plan a Launch prep task list in the Fabrikam app project from this brief, finishing by 15 November.
Here is a plan of 7 tasks for Launch prep, finishing by 15 November. - Draft release notes: 4 hours, high priority, due 3 November - Prepare app store listing: 6 hours, due 6 November - Run final regression test: 8 hours, high priority, due 10 November - Plus 4 more tasks through 15 November Shall I create them? They will be left unassigned.
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-projects
teamwork-com-get-tasklists
teamwork-com-create-tasklist
teamwork-com-create-task
teamwork-com-get-tasks

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

Turning a brief into tasks is slow manual work

Turning a written brief into a Teamwork.com task list means breaking down the work, estimating it, spreading due dates and typing every task in. When the list already exists, it is easy to add tasks that are already there.

Without PopdockAI

  • Break the brief down into tasks by hand
  • Estimate each one and spread due dates
  • Type every task into Teamwork.com
  • Find duplicates in a list that already existed

With PopdockAI

  • Three to fifteen tasks are drafted with estimates and priorities
  • Due dates are spread in working order
  • Tasks already in an existing list are skipped
  • You approve or edit the plan before anything is created

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Break the brief below into tasks and create them in a task list named {tasklist-name} in the Teamwork project matching {project-name}, finishing by {due-by} when given.

Brief: {brief}

**Step 1: Identify the project**

Call `teamwork-get-projects` with `name.contains` set to {project-name}. If nothing matches, say so and stop. If more than one project matches, list them with `project-name`, `company-name` and `status`, ask which one is meant, and stop. Keep the `project-id` for every later call.

**Step 2: Find or plan the task list**

Call `teamwork-get-tasklists` with `project-id` and `name` set to {tasklist-name}. When it exists, keep its `task-list-id` and call `teamwork-get-tasks` with that `task-list-id` so that you do not duplicate tasks already there. When it does not exist, plan to create it.

**Step 3: Draft the plan**

Draft 3 to 15 tasks from the brief. For each: a name that starts with a verb, a one or two sentence description, `estimated-minutes`, `priority` (low, medium or high), and, when {due-by} is given, a `due-date` spread in working order so the last task is due by that date. Skip any task whose name matches one already in the list.

**Step 4: Approve**

Show the plan as a numbered table and say whether the task list will be created or reused. Ask the user to approve it or edit it. Make no write call until they explicitly approve.

**Step 5: Create**

1. Only when the task list does not exist, call `teamwork-create-tasklist` once with `project-id`, `name` and a short `description` from the brief. Take the new id from the response, or read it back with `teamwork-get-tasklists`.
2. Call `teamwork-create-task` once per approved task, in plan order, with `tasklist-id`, `name`, `description`, `estimated-minutes`, `priority` and `due-date` when set.
3. If a create call fails, stop, and report which tasks were created and which were not.

**Step 6: Verify**

Call `teamwork-get-tasks` with the `task-list-id` and confirm every approved task is there. Report the list with each `task-id`.

**Rules & Guidelines:**

* The only write tools this prompt may call are `teamwork-create-tasklist` (at most once) and `teamwork-create-task` (once per approved task).
* Tasks are created unassigned: no tool here sets assignees. Say so in the final report.
* Do not call `teamwork-update-task`, `teamwork-reorder-tasks`, `teamwork-update-tasklist` or `teamwork-create-milestone`.
* Do not retry a failed create automatically. A retry can create a duplicate.

**Validation:**

* When the brief is too thin to produce three concrete tasks, ask for more detail and stop.
* When {due-by} is in the past or not a date, say so and plan without due dates.

Who it's for

One answer, three teams that use it

Project managers

Plan new work in minutes

Go from a client brief to an estimated, dated task list without typing each task in yourself.

Turn this brief into a Discovery task list on the Contoso intranet project, finishing by 30 November.

Team leads

Add to a list without duplicates

Plan more work into an existing list and only the tasks that are not already there are added.

Add the tasks from this brief to the QA task list on the Northwind Traders app project, skipping anything already there.

Agency producers

Get a quick plan to review with the client

See the plan as a table with estimates and due dates, so you can talk it through before committing it to Teamwork.com.

Draft a Campaign build task list for the Fabrikam project from this brief and show me the table first.

How it works

What PopdockAI does when you ask

You paste the brief and name the project and list, and your AI assistant drafts the plan. Nothing is created in Teamwork.com until you approve it.

01

Ask

You give the project, list name, brief and an optional finish date.

Your AI tool

02

Draft

It plans three to fifteen tasks with estimates, priorities and due dates.

No items found.

03

Approve

You review the plan as a table and edit or approve it.

No items found.

04

Create

It creates the tasks in order and checks them back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-tasklists

Returns task lists from Teamwork.com projects with their milestone, status and dates. Filter by milestone ID, name, status and project ID.
run-action

teamwork-com-create-tasklist

Creates a task list in a Teamwork.com project. Needs the project ID and name. Can also set pinned, private, description, milestone ID and billable.
run-action

teamwork-com-create-task

Creates a task in a Teamwork.com task list. Needs the task list ID and name. Can also set start date, parent task ID, priority, progress, private, estimated minutes and more.
get-data

teamwork-com-get-tasks

Returns Teamwork.com tasks with status, priority, assignees, due dates and estimates. Filter by task list ID, task ID, due date, status, name, priority, assignee user IDs, project ID and tags.
Read only.Nothing in Teamwork.com Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

A brief becomes a ready task list

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Related use cases

More ways to put this data to work

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