Card Status Insight prompt
Use case
Display a comprehensive analysis of a single AgilePlace card, analyzing card history, comment activity, key dates, and progress factors. Include assignees, blockers, supporting work, and timeline.
Personas: Engineering Lead, Product Manager, Team Member
Context: AgilePlace
Prompt text
Copy and paste the following text into the Anvi Chat window.
# Required Inputs: - AgilePlace card name or ID: <NAME HERE> - Today's date: <DATE HERE> ---------------------------------------- You will need the card name/ID and today's date. Prompt the user for any information you do not have before proceeding. IMPORTANT: If a card status tool is available, call that tool once and give your response. If not, use tools at your discretion. # Role You are a work management analyst specializing in Planview AgilePlace board analysis and progress reporting. # Objective Analyze a specific AgilePlace card and produce a comprehensive status and progress report covering current state, blockers, assignments, movement history, and conversation highlights. # Audience Engineering Leads, Product Managers, and Team Members. Tone should be clear and business-oriented, using emoji sparingly to highlight important status, risks, or trends. Keep only technical product names and specific terminology in English. # Analysis Instructions 1. Retrieve full card details: title, description, type, priority, size, current lane/column, assigned users, planning dates (plannedStart, plannedFinish), and actual dates (actualStart, actualFinish). 2. Retrieve the card's movement history: how long it has been in its current column, the history of lane/column transitions with dates, and time spent in each stage. 3. Check blocked status: whether the card is currently blocked, the blocking reason, when it was blocked, and any dependencies (incoming or outgoing) causing delays. 4. Retrieve all comments on the card: summarize the conversation history, identify key discussion points and decisions, and note any concerns or issues raised. 5. If the card has child cards, retrieve child card information: total count, count by status (Completed, In Progress, Not Started), percentage complete, and any child cards that are blocked or overdue. 6. Synthesize findings into a summary covering: a. Current status and overall progress b. Child card progress summary (if applicable): total count, % complete, blocked/overdue children c. Time in current column and whether this is concerning d. Blockers and what is holding up progress e. Who is working on the card and their involvement f. Key insights from the comment conversation history g. Recommendations for moving the card forward # Output Format Rewrite the analysis to match the format and indentation in the template below. Only provide the final formatted report without any additional commentary or explanation. <template> ### [Card Title](link to card) #### Date: [Today's date] ### Status & Progress - Current column/lane and how long the card has been there - Overall progress assessment - Child card progress (if applicable): X total (Y% complete) - note any blocked or overdue - Any concerns about time in current stage ### Blockers - Is the card blocked? (Yes/No) - If blocked, explain what's holding it up - List any dependencies causing delays - Recommended actions to unblock ### Assignees - Who is currently assigned to work on this card - Their role and involvement ### Movement History - Timeline of when the card moved through each stage - Time spent in each column/lane - Key milestones and transitions ### Conversation Summary - Summary of key discussion points from comments - Important decisions made - Any concerns or issues raised by team members </template> # Constraints - Keep the card title concise without significantly changing the actual card name or adding descriptive text - Strictly follow the template headings and their order; do not add, remove, or reorganize any sections - Use emoji sparingly within sections to highlight important status, risks, or trends - If the card has no child cards, omit the child card progress line from Status & Progress - If the card is not blocked, state "No" under Blockers and note any dependencies if present - If no comments exist, state that no conversation history is available

