Prompts to run your projects from an AI assistant

All plansMember

Once Onplana is connected to your AI assistant, you work by typing a sentence. These thirty prompts are grouped by the job they do. Each one ends in a real result in your workspace: a project, a report, a risk, or an answer from your live data.

Every prompt here was run against a demo workspace through the Onplana MCP server before it was listed, and each entry says what it does in Onplana. The same list, with copy buttons, is at onplana.com/prompts.

Before you start

Connect the assistant once. ChatGPT and Claude connect from their directories with a browser sign-in. Gemini CLI and other clients use a connection token. Microsoft 365 Copilot comes with the Onplana app for Teams.
Change the part in square brackets. Use the project, task and people names you see in Onplana, so the assistant can find them.
Everything runs as you. The assistant sees and changes only what your role allows, on your plan.

Plan a project from a brief

Describe the work and get a real project back: tasks, dates, owners, links between tasks, milestones and a baseline.

Plan an office move in Onplana, starting on 2 November and finishing by 18 December. We need to confirm the new lease, book movers, cut over the IT network, take the furniture delivery and hand back the old keys. Group the work into New site and IT.

What it does: A new project that starts on the date you name, with its first task on that day: its epics, tasks and subtasks, a date on every task, you as the owner, and any risks you mention.
Works in: ChatGPT, Claude, Gemini CLI
Tools: instantiate_plan

Turn this list into a project in Onplana called [name], with a task for each line and its due date: [paste your list]

What it does: A project built from your list: one task per line, with the due dates and priorities it found.
Works in: ChatGPT, Claude, Gemini CLI
Tools: parse_pasted_schedule, instantiate_plan

In [project], make "[second task]" wait until "[first task]" is finished.

What it does: A finish-to-start link between the two tasks. The later task moves if it started too early.
Works in: ChatGPT, Claude, Gemini CLI
Tools: link_dependency

Add a milestone called "[name]" on [date] to [project].

What it does: A milestone on the project, with a link to it.
Works in: ChatGPT, Claude, Gemini CLI
Tools: create_milestone

Assign "[task]" in [project] to [person] and tell me how loaded they are that week.

What it does: The task assigned, plus that person’s hours in the week the task falls in, against their capacity.
Works in: ChatGPT, Claude, Gemini CLI
Tools: assign_task

Save a baseline of [project] called "Agreed plan".

What it does: A baseline of every task’s dates, to measure slippage against later.
Works in: ChatGPT, Claude, Gemini CLI
Tools: capture_baseline

Import and check an .mpp file

The connector cannot open or import a file. Import the .mpp in Onplana first (Import, in the sidebar), then ask about the project it made.

Run a schedule health check on [imported project] and list the three worst problems.

What it does: A 0 to 100 health score with the problems behind it: overdue, blocked and unassigned tasks, tasks stuck near done, budget and stale updates. It changes nothing.
Works in: ChatGPT, Claude, Gemini CLI
Tools: schedule_health_check

Add the obvious schedule risks in [imported project] to its Risks tab.

What it does: Risks on the Risks tab for overruns, overdue work, unassigned work and tasks stuck near done. Running it again adds no duplicates.
Works in: ChatGPT, Claude, Gemini CLI
Tools: auto_detect_import_risks

Explain the critical path of [imported project] in plain words.

What it does: A short explanation of which tasks set the end date, with their ids.
Works in: ChatGPT, Claude, Gemini CLI
Tools: critical_path_narrative

Compare [imported project] with the baseline that came in the file and list the tasks that moved most.

What it does: The project finish against the baseline, counts of delayed and on-time tasks, and the worst slippers in days.
Works in: ChatGPT, Claude, Gemini CLI
Tools: list_baselines, compare_baseline
Note: The baseline comes in when you import an .mpp or Project XML file into a new project.

Show me the plan for [imported project].

What it does: Every task with its dates, status and owner. ChatGPT draws it as a timeline in the chat.
Works in: ChatGPT, Claude, Gemini CLI, Microsoft 365 Copilot
Tools: get_plan

Run the weekly status

Write the report, see what changed, and update the work, without opening a spreadsheet.

Write this week's status report for [project].

What it does: A status report in the chat: progress, task counts, risks and recommendations. Nothing is sent or saved.
Works in: ChatGPT, Claude, Gemini CLI
Tools: generate_status_report

What changed on [project] in the last 7 days, and what is blocking it?

What it does: A summary with the key changes, risks, blockers and recommendations.
Works in: ChatGPT, Claude, Gemini CLI, Microsoft 365 Copilot
Tools: summarize_project

What is assigned to me, and which of it is overdue?

What it does: Your tasks across projects, with due dates, flagged when overdue.
Works in: ChatGPT, Claude, Gemini CLI, Microsoft 365 Copilot
Tools: list_my_tasks

Write this week's status for [project] and post it as a comment on the project.

What it does: A comment on the project carrying the status, where the team sees it.
Works in: ChatGPT, Claude, Gemini CLI
Tools: generate_status_report, create_comment

Mark "[task]" in [project] as done.

What it does: The task set to Done at 100 percent.
Works in: ChatGPT, Claude, Gemini CLI, Microsoft 365 Copilot
Tools: update_task

Find what is late and why

Overdue and blocked work, the pace of the team, who is overloaded, and a request to move a date.

What is overdue across all my projects?

What it does: Every overdue task you can see, with its project, owner and days overdue.
Works in: ChatGPT, Claude, Gemini CLI, Microsoft 365 Copilot
Tools: list_overdue

Which tasks in [project] are blocked or overdue, and who owns them?

What it does: The blocked and overdue tasks in the project, with their owners and dates.
Works in: ChatGPT, Claude, Gemini CLI
Tools: list_tasks

Is the team on [project] finishing work faster or slower than over the last month?

What it does: Tasks finished last week against the four-week average, week by week.
Works in: ChatGPT, Claude, Gemini CLI
Tools: get_project_velocity

Is anyone on [project] overloaded? Suggest what to move, but change nothing yet.

What it does: Who is over capacity and the moves that would fix it, as a preview that changes nothing.
Works in: ChatGPT, Claude, Gemini CLI
Tools: resource_leveler_analyze
Plan: Professional and up

Ask to move "[task]" in [project] to [new date], because [reason].

What it does: A request to change the due date, waiting for a person to accept. The date moves only when they do.
Works in: ChatGPT, Claude, Gemini CLI
Tools: propose_deadline_extension

Manage risks and issues

Find risks, log the ones you already know about, and track issues to a resolution.

What could go wrong on [project]? Add what you find to its Risks tab.

What it does: AI-found risks saved on the Risks tab. A new scan replaces the previous scan’s findings; risks a person added stay.
Works in: ChatGPT, Claude, Gemini CLI
Tools: analyze_project_risks
Plan: Professional and up

Log a high schedule risk on [project]: [what might happen]. Mitigation: [what we will do].

What it does: A risk on the Risks tab with its severity, category and mitigation.
Works in: ChatGPT, Claude, Gemini CLI
Tools: create_risk

Log an issue on [project]: [what happened]. Severity high, owner [person].

What it does: An issue in the Issue Log with its severity and owner.
Works in: ChatGPT, Claude, Gemini CLI
Tools: create_issue

List the high and critical issues across my projects, most severe first.

What it does: The issues at that severity across your projects, with status, owner and a link.
Works in: ChatGPT, Claude, Gemini CLI
Tools: list_issues

Resolve the "[issue]" issue: [what fixed it].

What it does: The issue marked Resolved, with the resolution recorded.
Works in: ChatGPT, Claude, Gemini CLI
Tools: resolve_issue

The short version for the people who fund the work: a summary, earned value, the portfolio and the risks that matter.

Summarise [project] for the sponsor in five bullets: progress, dates, risks, blockers and the decisions we need.

What it does: A sponsor-ready summary from the live project.
Works in: ChatGPT, Claude, Gemini CLI, Microsoft 365 Copilot
Tools: summarize_project

What is the earned value position of [project]? Explain CPI and SPI in plain words.

What it does: Planned value, earned value, actual cost, CPI, SPI and the forecast at completion.
Works in: ChatGPT, Claude, Gemini CLI
Tools: calculate_evm
Plan: Professional and up

Summarise the [portfolio] portfolio, red projects first.

What it does: Each project’s red, amber or green status, progress, the budget rollup and what needs attention.
Works in: ChatGPT, Claude, Gemini CLI
Tools: portfolio_summary
Plan: Business and up
Note: Needs a role that can manage portfolios (Manager and up by default).

List the critical risks across all my projects for the steering meeting.

What it does: The open risks across your projects with their project, severity and recommendation.
Works in: ChatGPT, Claude, Gemini CLI
Tools: list_org_risks

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