The Proposal System

Controlling & Fine-Tuning

Contents

You don’t always have to accept a proposal the way the AI phrased it. As long as it’s open, you can deselect individual changes, adjust values right in the card, and move new tasks to another place—before you execute it.

Deselecting Individual Changes

In the Changes section of the expanded card, each line has a checkbox. By default, all changes are selected; clicking the line or the checkbox toggles it. With “Selected: N of M” above the list, you deselect or reselect all lines at once.

To accept only part of the proposal:

  1. Expand the card.
  2. Uncheck the changes you don’t want to accept.
  3. Click Approve (N/M)—the button shows how many of the changes are selected.

Deselected changes are discarded—they aren’t kept in a follow-up proposal and aren’t proposed again. The proposal still gets the status Executed.

Deselecting is final. Once you approve, there’s no way to execute discarded changes later—unless the AI proposes them again in a new proposal.

Adjusting Values Directly

If a detail isn’t right, correct it directly in the line instead of requesting a revision. Editable parts are highlighted in color or have a small pencil icon:

  • Title—a click turns the title into an input field; ↩︎ applies, ⎋ cancels.
  • Status, Assigned To, Delegation, and Project Type—a click opens a menu.
  • Due Date—a click opens a calendar.
  • Success Criteria and Intent—a click opens a text field.

Your adjustment is saved in the proposal immediately and executed that way when you approve.

Changing the Destination of New Tasks

When the AI proposes new tasks, you may want a different project or milestone than the one it chose.

If a group in Changes contains tasks to be created, its heading (the location, such as “Area · Project”) has a pencil icon. Click it to open the destination picker, where you choose a project or milestone. All new tasks in this group move to the new destination together.

This option applies only to newly created tasks. You can’t redirect existing tasks that are to be moved or changed this way—deselect the corresponding change lines instead and make the adjustment manually afterward.

All adjustments are possible only for open proposals, as long as they haven’t been executed yet.

Typical Workflow

  1. Expand the card and review the list of changes.
  2. Deselect individual lines you don’t want to accept.
  3. If needed, correct titles or values and move new tasks with the pencil icon.
  4. Click Approve (N/M) or Approve & Execute—only the selected changes are executed.