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Planview Customer Success Center

Prompt Library

The Copilot Prompt Library lets you quickly access code. Simply click the Copy Prompt button by the header of the prompt you would like and paste into Copilot.

 

           

Product Management Prompts

Strategic Analysis

Identify Strategic Gaps
"Analyze the current work items on my board to identify: 

1. Any potential strategic gaps or misalignments
2. Key product areas that might be underserved based on the current distribution of work"
Theme & Pattern Analysis
"Analyze my current backlog items:

What themes or patterns do you notice that might indicate emerging product opportunities or challenges?"
User Impact Analysis
"Based on the current work items, help me identify which features or initiatives might have the highest potential impact on user value."

 

Risk Assessment

Dependency & Bottleneck Analysis
"Review my current work items and highlight any potential dependencies or bottlenecks that could impact delivery timelines."

 

 

           

Team Management Prompts

Team Workload Distribution Analysis
"As an experienced team leader, analyze the current board to:
1. Show distribution of work across team members
2. Identify potential resource constraints
3. Highlight tasks that need immediate attention
Present as a tactical assessment with specific recommendations."

 

Identify Overloaded Team Members
"Looking at our active work items, help me identify if any team members might be overloaded or have capacity for additional work."

 

WIP Status Update
"Provide an overview of our current work status, highlighting any areas that need immediate attention or adjustment."

 

Skill Assessment
"Looking at our active projects, help me identify where we might need additional support or expertise to ensure successful delivery."