AI features
From the Checkolo Planner user guide · browse all topics
Checkolo Planner includes AI in two different styles. You might have one or both, depending on your account and the current release.
1) AI Assistant (chat in the side panel)
Where: On board and planner pages, open the right panel. When no item is selected, you usually see AI Assistant.
What it is for: Ask questions in everyday language, brainstorm steps, or request help structuring work. The assistant may suggest changes (such as new planners, buckets, or items) instead of applying them instantly.
Important habit — review before you agree
- If the assistant proposes an action, the app typically asks you to review and approve (or reject) before anything is created or changed.
- Read the summary carefully. AI can be wrong or miss context.
- Do not paste passwords, recovery codes, bank details, or private keys into chat. Treat the assistant like a coworker in a shared office—not a vault.
Pending actions
- Some workflows use an Actions list or tab for proposals waiting for your decision. Approve what you want applied; reject what you do not.
- If you wait too long, old proposals may expire and need to be requested again—this keeps stale suggestions from cluttering your account.
Fair use
- AI features are usually limited to signed-in users and may have usage limits so the service stays fast and affordable for everyone. If you hit a limit, try again later or continue editing manually.
2) Generate a full planner with AI (marketing / rolling feature)
The product documentation describes a flow where you describe a project or routine, choose PROJECT vs ROUTINE, and generate a full planner with buckets and checklist items—then you review, use Mark as Reviewed when satisfied, and work in List, Kanban, or Calendar like any other planner. That story matches the public feature page and internal wiki copy summarized below.
If your screen already offers “Generate with AI” when creating a planner: follow those on-screen steps.
If you only see templates and “start from scratch”: use a template or the AI Assistant to build structure, or read the feature overview on the marketing site for the latest entry point.
Trust but verify
- AI-generated checklists are starting points, not professional, legal, medical, or financial advice.
- You remain responsible for what you execute in real life. Adjust items to match your rules, budget, and safety requirements.
Content sources in this guide
This topic blends how the app is intended to work (from docs/wiki/AI-Planner-Feature.md and the planner marketing copy) with what is visible today in the board Create Planner dialog and the AI Assistant panel. When those two differ, prefer what you see in the app.