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Teamwork.com portfolio health review
Report

Rate every Teamwork.com project red, amber or green

For leaders who want a portfolio view of active Teamwork.com projects, with a reason behind every rating, from their AI assistant.

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Teamwork.com portfolio health review
Give me a health review of all active Teamwork.com projects for the Consulting category.
Of 18 active Consulting projects, 3 are red, 5 amber and 10 green. - Red: Contoso rollout, 2 late milestones and a bad health update - Red: Fabrikam audit, severe risk with no mitigation - Amber: Northwind portal, no health score recorded - Dormant: 2 projects with no recent activity Want the full ratings table with reasons?
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-project-updates
teamwork-com-get-milestones
teamwork-com-get-risks

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

Portfolio reviews that are out of date when finished

Rating a portfolio of Teamwork.com projects means checking each one's health score, latest status update, late milestones and open risks. By the time it is compiled by hand, the picture has already changed.

Without PopdockAI

  • Open each active project one at a time
  • Note health, status, late milestones and risks
  • Decide a rating with no consistent rules
  • Present a picture that is already stale

With PopdockAI

  • Health, status, milestones and risks are read in one pass
  • Each project is rated red, amber or green by stated rules
  • Every red and amber rating carries its reason
  • Missing health scores show as no score, and nothing is changed

The prompt

Use this prompt

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

Prompt
**Objective:** Review the health of the active Teamwork projects, limited to companies whose name contains {company-name} and to the category {category-name} when those are given.

**Step 1: List the projects**

Call `teamwork-get-projects` with `status` set to active, `max-records` 200, and `company-name.contains` and `category-name` when given. If that returns nothing, repeat without `status` and drop projects that have a `completed-at` value. Keep `project-id`, `project-name`, `company-name`, `owner-name`, `end-date` and `last-worked-on`.

**Step 2: Pull the health signals once, not per project**

Make each call below once, without a project filter, and match the rows to the projects by `project-id`:

* `teamwork-get-project-health`: `health-score`.
* `teamwork-get-project-updates` with `is-active` set to true: `health-label` and `created-at`.
* `teamwork-get-milestones` with `completed` set to false and `deadline.to` set to yesterday: late milestones.
* `teamwork-get-risks` with `status` set to open: open risks, and the highest `result` per project.

**Step 3: Rate each project**

* **Red:** the active health label is bad, or the project has a late milestone, or its `end-date` has passed.
* **Amber:** the health label is ok, or the active update is more than 30 days old or missing, or an open risk has no `mitigation-plan`.
* **Green:** none of the above.
* Separately mark a project **dormant** when `last-worked-on` is more than 30 days ago.

**Step 4: Report**

* Counts of red, amber, green and dormant.
* A table sorted red first, then amber, then green: project, company, owner, rating, health score, health label and update age, late milestones, open risks, and the reason for the rating.
* The three projects most in need of attention, with one sentence each on why.

**Rules & Guidelines:**

* This prompt is read-only. Do not call any tool whose name begins with teamwork-create-, teamwork-update-, teamwork-complete-, teamwork-uncomplete-, teamwork-assign-, teamwork-move-, teamwork-copy-, teamwork-clone-, teamwork-reorder-, teamwork-archive-, teamwork-unarchive-, teamwork-lock- or teamwork-unlock-, and do not call `teamwork-get-file-shared-link`.
* Give the reason for every red and amber rating. A rating without a reason is not useful.
* Do not treat a missing health score as good. Show it as "no score".

**Validation:**

* When no projects match, say so and name the filters used.
* When 200 projects come back, say the list may be truncated and suggest a company or category filter.

Who it's for

One answer, three teams that use it

Executives

See the whole portfolio at a glance

Get a red, amber or green rating for every active project with the three that most need attention, ready for a leadership meeting.

Rate all our active Teamwork.com projects red, amber or green and tell me the three most at risk.

PMO leads

Apply the same rules to every project

Ratings come from stated rules rather than each manager's view, so projects are compared fairly.

Give me a portfolio health review of Teamwork.com projects for the Implementation category.

Client directors

Check every project for one client

Rate all the projects for a single client company, with the reasons behind any red or amber.

How healthy are the active Teamwork.com projects for Contoso?

How it works

What PopdockAI does when you ask

You can narrow to a company or category, and your AI assistant rates every active project from the evidence. It is read-only and warns when the list may be truncated.

01

Ask

You optionally name a company or category.

Your AI tool

02

Read

It lists active projects and pulls health, status, milestones and risks in one pass.

teamwork-com-get-projects
teamwork-com-get-project-health
teamwork-com-get-project-updates
teamwork-com-get-milestones
teamwork-com-get-risks

03

Rate

It rates each project red, amber or green by stated rules.

No items found.

04

Report

You get ratings with reasons and the three projects most in need.

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-project-health

Returns the health score of Teamwork.com projects. Filter by health score and project ID.
get-data

teamwork-com-get-project-updates

Returns project status updates from Teamwork.com with their health rating. Filter by project ID, health label, active and created at.
get-data

teamwork-com-get-milestones

Returns project milestones from Teamwork.com with deadlines, completion and progress. Filter by deadline, completed, name, status and project ID.
get-data

teamwork-com-get-risks

Returns project risks from the Teamwork.com risk register with impact, probability and mitigation. Filter by probability, result, status, impact, project ID and created on.
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

See which projects need attention, and why

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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