A risk flag is acted on
Who is involved
| Role | What they do |
|---|---|
| Project manager | Owns the project and acts on flags. |
| Project member | Is the assignee of the flagged task. |
Step by step
- Project manager
Does nothing: the morning sweep runs by itself.
What they see:Flags are raised for overdue, unassigned and stalled work.
- Project member
Receives a nudge about a task that is overdue.
What they see:The alert names the task and its due date.
- Project manager
Receives an alert about the flag and opens the project's AI tab.
What they see:The open flags with the task named.
- Project manager
Reassigns the task, moves the date, or dismisses the flag through the AI Copilot.
What they see:A dismissed flag does not return for fourteen days.
Who is told what
The project owner is told of a new risk flag and the assignee of an overdue task, both through the project's chosen channels.