v1.2.1
Leon
Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.
📋 Project Management
🤖 Automation
🧠 AI
❇️ Offical
Included Resources
Weekly Team Tasks
Monday - Sync Schedule
Wednesday - Progress Reminder
Friday - Weekly Summary Report
Workflow Graph
Workflow Graph
Workflow of AI Automated Task Management
With the AI-powered task management template, teams can achieve efficient task management and progress tracking while addressing the following issues:
Poor Communication: By automatically sending task lists, all team members are kept informed about current tasks, reducing misunderstandings and delays caused by missing information.
Task Omissions and Delays: Regular progress reminders help team members stay focused on their tasks, preventing delays due to personal oversights, thereby improving project on-time delivery rates.
Lack of Work Transparency: AI-generated summary reports provide comprehensive task analyses, enabling managers and team members to clearly understand project progress and reduce blind spots in their work.
Inefficient Collaboration: Automated task tracking and reporting features allow team members to collaborate better, optimize resource allocation, and enhance overall work efficiency.
Difficulty in Data Analysis: AI-generated task summary reports not only provide completion status but also analyze team work patterns, helping to identify bottlenecks and offer improvement suggestions.
Cumbersome Manual Operations: Automation reduces the need for manual intervention, lowers error rates, and frees up team members' time for higher-value tasks.
This template is based on AI automation technology, executing task management-related operations automatically through preset rules and trigger conditions. Core functionalities include:
Install the Template: Install the task management template into your Bika.ai workspace.
Fill in the Content: Add the team's weekly tasks in the task database, including task names, responsible persons, start and end dates, etc.
Configure Automation:
Enter the page for generating the "Friday - Weekly Summary Report" automation task, click on the "Find Team Members" executor, and select the business member group (if there is no group/role, please add a group/role in the Role Management section of the Space Station settings).
Click on the "OpenAI - Generate Text" executor and add your OpenAI API key. For detailed steps, please refer to the help documentation.
Manually enter the OpenAI API key or select an existing integration within the Space Station.
Once configured, click "Save".
Test the Automation Task: Manually trigger the automation task once to check if the task list, progress reminders, and summary reports are generated and sent as expected. Review the AI activity report for accuracy.
Activate Automation: Once confirmed, officially enable the automation feature. The template will run automatically according to the set rules:
By using this template, teams can achieve efficient task management and progress tracking, significantly enhancing work efficiency and collaboration.