Add context to the request
“Show open tasks assigned to me” defines a clearer scope than “show my work.” A project or date range clarifies relevant records. Use actual record names; include the project if tasks share a name.
Three example uses
These examples make requests specific. Check that results refer to the intended task and person.
- “Show open tasks assigned to me.”
- “Summarize this record’s description and key points.”
- “Prepare a two-hour time entry for today’s customer portal design task.”
Compare output with the source
AI text or fields may contain misinterpretations. Check task name, date, person and duration separately. Ensure summaries do not present unsupported conclusions as facts. Taklino AI Assistant supports summaries, task filtering and creation, and time-entry preparation.
Evaluate AI seats separately
AI Assistant can be added to all paid plans at USD 10 per AI user/month or USD 120/year, excluding taxes. Seats are selected separately; annual base-plan discounts do not apply to AI. Monthly usage is capped with no automatic overage charges.