1
Quick scan
Run the project review surfaces, inspect the output, and turn the result into concrete follow-up work to catch slipping timelines.
Projects
Weekly Review
Health Check
2
Overview
Project risk usually shows up before the client complains: stale tasks, missing decisions, old requests, unbilled time, or overdue invoices. Project health review helps operators spot those signals in one place.
3
What to inspect
Open requests and stale tasks.
Recent notes and missing decisions.
Tracked but unbilled time.
Sent invoices, outstanding balance, overdue state, and reminders.
Agent runs or automations linked to the project.
4
Use AI as a reviewer
AI can summarize risk and suggest follow-up, but operators decide which tasks, notes, reminders, or client messages to create.
5
Connect commercial risk
A project is not healthy if delivery is moving but invoices are overdue. Include billing follow-through in your review.
6
Next steps
Read Projects.
Read Agent Activity.
Common Questions
Is project health only about tasks?
No. It includes context, decisions, time, invoices, and collection pressure.
Does AI create follow-up automatically?
No. It suggests and stages; operators apply.
Open the related workspace surface
Use the linked product area after reviewing the page guidance and permission notes.