Tasks
The individual pieces of work that move the project forward.
Product Project Management
Keep Related Work Together with AI Project Management
Covey is an AI project management tool that brings related Tasks, Sources, conversations, and results into one Project. Work with teammates and AI Agents so follow-up requests can build on relevant research, materials, and results.
Start a ProjectProject / Customer Onboarding Redesign
Share
Customer Onboarding Redesign
GoalImprove how new customers get set up in their first week, using shared research and customer evidence.
Start a task in this project
3 sources
Tasks
- Analyze User Feedback2 days ago
- Compare Onboarding PatternsYesterday
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Draft Product RequirementsActive now
- Review the Proposed FlowUp next
Customer Onboarding Redesign
Draft Product Requirements
Skill · Requirements WritingPlugin · Product analytics
Draft · Setup friction
Most new customers drop off before their first data import3, and admins name permissions as the slowest step2.
Maya reviewing ·
Covey Agent drafting
Use a Project When One Task Isn’t Enough
A Project in Covey is a shared place for related Tasks, supporting Sources, conversations, and results. Use it when one body of work needs several requests, contributors, or rounds of revision.
Sources
The materials that give the work its context.
People and AI Agents
The contributors who help develop and review the work.
Results and Decisions
What the project can build on next.
AI Project Management, Built Around Your Work
Combine business context with project-specific sources.
Use relevant Business Context, Brand Kit, and product information when starting a Task for your project. Add project-specific Sources and requirements to support the research, discussions, and deliverables that follow.
Start a ProjectAdd Sources
Added by
Files
Assets
Website
Text
In this Project
Product Brief
User Interviews
Onboarding Data
Research Agent· Analyze User Feedback
Most drop-off happens before the first data import1, and admin setup adds the longest delay2.
1 Onboarding Data · 2 User Interviews
Keep Related Tasks Connected
Organize research, analysis, drafting, and review as related Tasks within one Project. Open the work you need while keeping it connected to the wider project.
Start a ProjectShared project
Project
Customer Onboarding Redesign
Tasks4 related
Analyze User Feedback
Done
Compare Onboarding Patterns
Done
Draft Product Requirements
Builds on 2 Tasks
Review the Proposed Flow
Up next
New Task in this Project
Sources3 files
- Product Brief
- User Interviews
- Onboarding Data
Results
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Interview findings
Analyze User Feedback
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Pattern comparison
Compare Onboarding Patterns
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Requirements draft
Draft Product Requirements
Work with Teammates and AI Agents
Bring teammates into relevant Tasks to give direction, add expertise, and review results. Work with AI Agents on research, analysis, and drafting while keeping those contributions connected to the Project.
Start a Project3 people · 2 Agents
Customer Onboarding Redesign
Review the Proposed Flow
Maya· Product lead
Focus the review on admin setup. That's where interviews show the most friction.
Research AgentAI Agent
Matched 12 interview quotes to the proposed flow. Permissions come up in 9 of them.
User Interviews
Jun· Design
Moving the permissions step after the first import in the mockup.
Writing Agent is updating the requirements
Use Skills and Connect Third-Party Tools
Apply available Skills in project Tasks to follow established methods. Connect supported tools through Plugins and complete the required authorization to use the data and capabilities the work needs.
Start a Project
Task
Draft Product Requirements
Skills
Requirements WritingInterview Synthesis
Plugins
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FigmaRead the current onboarding flowConnected
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SlackShared the draft in #onboardingConnected
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Google DriveNeeds access to Onboarding DataAuthorize
Writing Agent is drafting with 2 Skills
and 2 tools
Continue from Existing Work
Return to a Task to give feedback and refine its result. Start follow-up work with relevant research and materials already connected to the Project, instead of collecting the same background again.
Start a ProjectOnboarding Requirements
From Draft Product Requirements
Continue in the original Task
Start a follow-up Task
Carried forward
- Interview findings
- Prioritized requirements
- Decision: import before setup
Lucia and
Covey Agent picked this up in a follow-up
Task
Start a Project in Four Steps
Start with one body of work that needs several related requests. Add its Sources, run the first Task, and build on the results as the work develops.
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Create a Project for a body of work, such as Customer Onboarding Redesign. Start with one concrete question or deliverable rather than trying to map every future task.
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Built for Projects with More Than One Moving Part
Client Engagements
Keep the client brief, meeting notes, research, proposals, and review discussions connected throughout the engagement.
Marketing Campaigns
Bring campaign goals, brand materials, research, and content work into a shared project context, from the first brief through revisions.
Operations Improvements
Bring process documents and business data together for the improvement work. Keep analysis, proposed changes, and review Tasks connected as your team develops the next version.
Questions About Project Management in Covey
Project management is the practice of planning and coordinating people, tasks, and resources to achieve a defined outcome. With AI project management in Covey, related Tasks, Sources, conversations, and results stay connected so follow-up requests can build on existing work.
A project management professional can use AI for research, analysis, drafting, and revision. In Covey, these Tasks can draw on relevant project Sources and existing work, while your team provides direction, reviews results, and decides what to do next.
A Project brings a goal, related Tasks, Sources, conversations, contributors, and outputs together. It gives ongoing work a shared context rather than treating every request as a separate starting point.
A Task is a specific piece of work, such as analyzing interviews or drafting a proposal. A Project connects related Tasks and materials around a broader goal, so you can keep the overall work together.
A Workspace is the broader team space for shared resources and capabilities. A Project organizes the particular goal, Tasks, Sources, and results of one body of work within that environment.
You can add files, existing Assets, websites, or copied text as Sources. Choose the materials relevant to the project and use them to support the work you ask people and AI Agents to do.
Yes. Covey supports people and AI Agents working within a shared project space. Contributions stay connected to the project, with access governed by the applicable sharing and permission settings.
Yes. Return to the relevant Task to continue the conversation and refine the result, or use existing research and materials in a follow-up Task. The Project helps keep that work connected as the goal develops.
Access is governed by the sharing and permission settings that apply to the Project and its resources. Connected tools may require separate account authorization, so sharing a Project does not grant access to every connected service.
You can start using Covey for free. When you need more, paid plans start at $20 per month and include monthly credits you can use across Converge products.
PricingGive Your Next Project a Connected Starting Point
Bring the goal, people, sources, and related work into one Project and keep moving forward together.
