TaskRox Help & User Manual

AI Studio is the dedicated AI workspace in TaskRox. It is separate from normal module pages and supports both fast Q&A and reusable outputs.

Tabs: - Chat - Reports - Saved

In Chat, ask questions in either portfolio scope or a selected project scope.

When scoped to a project, TaskRox AI builds a live context snapshot before response generation (for example task, RFI, NCR, HSE, budget, and milestone signals).

Streaming responses support: - Stop while generating - Regenerate the latest assistant response without duplicating the user prompt - Partial-response preservation if a stream is interrupted

For safety, a conversation's project scope is immutable after creation (you cannot swap project scope mid-thread).

Assistant responses include provenance metadata for decision-grade prompts: - scope indicator (Project or All projects) - Data as of timestamp - queried module/domain summary - confidence label (High / Medium / Low) - assumption list when inference was required

Where supported, responses also show contextual quick actions (for example open a linked module/register). Quick actions only appear if your role has permission for that module.

Use Reports to generate structured outputs and Saved to retain reusable drafts/summaries.

Daily message limits apply to non-super users. The UI shows remaining allowance and reset time. Reset policy is UTC, with local display in the client.

If upstream AI service issues occur, user-safe error messages are shown (for example timeout, temporary provider unavailability, or retryable rate-limit errors). AI usage health is visible to super users in Administration → AI.