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Planview Customer Success Center

Working with AdaptiveWork Bot

What is AdaptiveWork Bot

There are two ways AdaptiveWork Bot can help you. AdaptiveWork Bot can be set to automatically warn you when issues get behind. Or you can interact with AdaptiveWork Bot to retrieve project data and status on the fly.

Contents

AdaptiveWork Bot Interactions

Alerts

Reporting

Tracking Projects

Tracking Tasks

Finding Projects or Tasks

Managers

Logging out

Internationalization

AdaptiveWork Bot Interactions

The following is a list of all current supported commands for the bot.

Alerts

Automated Alerts

AdaptiveWork Bot is designed to proactively notify you if issues become off track or overdue. Your conversations with AdaptiveWork Bot are private as they take place over direct message (DM). The messages will not be shared.

Off-track projects: AdaptiveWork Bot will let you know when a project becomes offtrack. You will receive a maximum of one warning a day regarding your offtrack projects.

Overdue tasks: AdaptiveWork Bot will let you know if a task that you are a resource on is overdue. You will receive a maximum of one warning a day regarding your overdue tasks. After the initial notification, you will not receive a notification for the same task for another 7 days.

Reporting

Get a status of what’s on your plate with AdaptiveWork Bot. Quickly get some key project data within Slack/Microsoft Teams.

Status Report

See the status report. AdaptiveWork Bot can highlight progress, scheduling, and budget status for each project.

@AdaptiveWork give me a status report of project Eagle

AdaptiveWork Bot will provide a report of various status signals on project Eagle. Data include scheduling status, budget status, and progress.

Milestone Report

Get a breakdown of the milestones within a project by its R/Y/G status. If a project is off track or at risk, the milestone report helps dive one level deeper to see the status of the milestones.

@AdaptiveWork give me a milestone report of project Penguin

AdaptiveWork Bot will provide a report on the milestones of project Penguin. Data will segment milestones by R/A/G and sort them by status.

Financial Report

Get the financial results in context of a project. Access the revenue or cost information between budgeted and actual.

@AdaptiveWork give me a financial report of project Golden Goose

Tracking Projects

Get Back on Track
Quickly determine which projects are at risk and why. The AdaptiveWork Bot can help prioritize your time by highlighting the status of your projects

@AdaptiveWork show me my projects

Shows projects where user is the project manager, and the project is active

@AdaptiveWork all projects

Shows all projects where viewable to the user where the project is active

Off Track Projects

The AdaptiveWork Bot can help prioritize your time by highlighting only projects that are at risk or off track.

@AdaptiveWork Show me my off track projects

Show projects where user is the project manager, the project is active and the project status is off track

@AdaptiveWork Show me my red projects

Show projects where user is the project manager, the project is active and the project status is off track

@AdaptiveWork Show me my at risk projects

Show projects where user is the project manager, the project is active and the project status is at risk

@clarizen Show me yellow projects

Show projects where user is the project manager, the project is active and the project status is at risk

Tracking Tasks

Overdue Tasks

The bot can help you prioritize your day by showing your overdue tasks.

@AdaptiveWork Show me my overdue tasks

Update Status: Easily update your tasks with AdaptiveWork Bot’s help. Be able to mark complete, update due date and task from Slack/Microsoft Teams.

@AdaptiveWork mark as complete

A user can mark a task as complete (assuming it passes all validation rules). This command can only be made once the user has selected a task where the status is active and the user is the resource.

@AdaptiveWork log 4 hours/days/minutes on [Customer Name/Project Name/Milestone Name/Task Name]

The Bot will show the user a list of all Work Items related to the Project name, Customer object, Milestone name or Task name. A user can log time on a task if the user is the resource, the task is reportable, and the task's actual effort is updated from timesheets. Logged time is calculated according to the organization calendar.
Note: This command does not support multiple Work Items, for example:

log 1 hour on <Project name>, <Milestone name>

@AdaptiveWork add comment

When the user is logging time, the user can add a comment. This command is made once the user has started to log time on a work item.

@AdaptiveWork submit timesheet

User can submit a timesheet. User can edit the date, comment, and time logged on the work item. This command is made once the user has started to log time on a work item.

Finding Projects or Tasks

@AdaptiveWork find Project Hummingbird

AdaptiveWork bot will search for active projects with the phrase "Hummingbird"

@AdaptiveWork find Hummingbird

AdaptiveWork bot will search for active projects and tasks with the phrase "Hummingbird"

Managers

Get Timesheets (My team or user group)

@AdaptiveWork My team's timesheets

Returns the number of hours logged by my direct reports (active users only) for the past week.

Additional commands (my team):
@AdaptiveWork Timesheet for my team
@AdaptiveWork team's weekly timesheet

Additional commands (by group name):
@AdaptiveWork Show me Developers group timesheets for the last 30 days
@AdaptiveWork Show me group Developers timesheets for the last 30 days

Returns timesheets for all users from user groups that have 'Developers' in the group name.

To get hours for more than a week, you can add 'last x days' or 'x days'. Example: @AdaptiveWork My team's timesheets last 90 days

Schedule Timesheets

Schedules sending a timesheet on a regular basis, handy for getting team timesheet updates every evening or at the end of the week.

Use one of the commands above to get a timesheet, and then click Schedule to set the frequency.

Logging out

To log out from AdaptiveWork, use the following command:

@AdaptiveWork Revoke

Internationalization

@AdaptiveWork 我的項目

AdaptiveWork Bot understand multiple languages. We've taught the bot to understand multiple languages, including French, Spanish, Italian, Hebrew, and Chinese. The Bot will respond in English.