AI Suite — Smart Tasks Documentation
Getting Started
Follow these steps to get AI Suite — Smart Tasks up and running.
Install Prerequisites
Ensure AI Suite Core is installed and configured. Then upload and activate Smart Tasks via Setup > Modules.
Open the Dashboard
Navigate to Smart Tasks in the sidebar menu. The dashboard shows your task statistics, personal task list, and team workload distribution.
Generate AI Prioritization
Click "Prioritize with AI" to get an optimal task order. The AI analyzes all open tasks and returns a prioritized list with urgency levels, quick wins, and bottleneck warnings.
Download Diagnostics Report
If you need support, go to the module admin page and click the "Download Diagnostics" link. This generates a JSON file with system info, PHP version, installed modules, and recent errors (secrets are automatically redacted). Upload this file when creating a support ticket at custom-perfexcrm.com/support/ for faster troubleshooting.