Evidence-backed project-management assistant test

AI can triage messy project notes — but it must not update your tools for you.

This evidence log tests a safe first workflow: paste synthetic project notes into a general AI assistant and ask for a reviewable priority list, task table, dependency map, risk register, and draft updates. No Jira, Asana, Trello, Notion, Slack, Gmail, Outlook, calendar, reminder, ecommerce, shipping, CRM, task-system connector, workflow automation, browser agent, real project data, or live action was used.

Quick answer

Duck.ai is slightly ahead; Perplexity is a usable second baseline.

In the synthetic Northstar Candle Co. launch-triage fixture, Duck.ai scored 4.60/5 and Perplexity scored 4.36/5. Both produced useful review drafts without touching real project systems. Duck.ai had the cleaner overall balance; Perplexity gave a detailed table and dependency map but needed more human checking for priority order and one due-date detail.

These scores cover assistant text only. They do not test Jira, Asana, Trello, Notion, Slack, Gmail, Outlook, calendars, ecommerce, shipping, support tools, project-management connectors, workflow automation, browser agents, real workplace data, or task creation.

Search route map · updated 2026-06-28

Use task-triage evidence without pretending it tested live project tools.

Early task-management and workflow-agent searches overlap. This route map keeps readers on the safest relevant page before they connect Jira, Asana, Trello, Notion, Slack, email, calendars, ecommerce, or browser agents.

“AI task management tools” or “task app” searches

Use the beginner support guide to decide when paste-only triage is enough and when a real task app needs sandbox permission, audit-log, and undo testing.

Open the recommended route →

“AI to-do list generator from notes” searches

Use the to-do-list guide when the reader only needs a priority list, owners, due dates, and dependencies from pasted notes — not a full project-management platform.

Open the recommended route →

“AI workflow automation” or browser-agent searches

Route automation-curious readers to the workflow-boundary evidence before they let an agent touch live apps, customer systems, prices, calendars, or messages.

Open the recommended route →

Admin-professional and office-assistant searches

Use the admin-professional route map for readers comparing task triage with email, calendar, spreadsheet, form, PDF, and meeting-note workflows.

Open the recommended route →

Current no-login results

Two paste-only project-triage baselines scored.

Setup friction, prompt echo, public answer-page cleanup, and pending rows are tracked separately in the evidence CSVs.

ToolScoreLast testedWhat workedWhat to review
Duck.ai 4.60/5 2026-06-24 Best current result. It produced a practical task-triage draft with strong no-live-action boundaries, useful leadership and team-message drafts, solid stale-claim detection, and mostly accurate owners, dates, and dependencies. Priority order slightly over-weighted support macro/return-policy work before Alex’s Thursday 11:00 input gate, and it had minor fuzziness around Jules/final-count and social timing details.
Perplexity 4.36/5 2026-06-24 Produced a separable public answer-page draft with a detailed task table, dependency map, risk register, draft leadership update, person-by-person draft asks, human-review checklist, and strong connector/live-action boundaries. Priority order put inventory first while stale-claim cleanup was lower than the answer-key top order. One table row shifted Alex’s landing-page draft from Wednesday EOD to Thursday EOD, and the public answer page required Show more expansion plus prompt-echo cleanup.
Pending safe routes

Unsubmitted or prompt-echo runs stay unscored.

A pending or setup-friction row is not an output-quality score. It means no distinct project-triage answer has been captured through a safe route yet.

ChatGPT

Pending safe baseline

Score only if a no-login or project-safe route returns a distinct assistant output, not sign-in UI, prompt echo, or marketing copy.

Gemini

Pending safe baseline

Run only after a visible composer and separable output can be verified; keep project connectors and real workplace data out of scope.

Microsoft Copilot

Pending safe baseline

Prior no-login Copilot runs sometimes echo prompts only; keep the full fixture unscored unless a distinct answer appears.

The test scenario

A fictional launch cleanup with scattered notes and real-world traps.

The fixture uses Northstar Candle Co., a fictional candle business preparing a small Cedar Room summer bundle launch. The notes mix Monday planning-call fragments, Tuesday support-thread snippets, Wednesday vendor/warehouse constraints, stale marketing copy, and task fragments. That mirrors a normal worker’s problem: the facts exist, but they are scattered across messages, notes, and partial plans.

A strong answer must preserve owner limits, deadlines, tentative price/inventory status, stale copy risks, return-policy ambiguity, and draft-only boundaries while turning the packet into something a human can review before updating any project system.

Reusable paste-only prompt shape

What the benchmark forces the assistant to prove.

The prompt deliberately separates planning/status drafting from connected tools, customer messaging, ecommerce, approvals, and action-taking.

Preserve the fixed dates: today Wednesday 2026-06-24, leadership check-in Friday 2026-06-26 at 10:30, and soft launch Tuesday 2026-06-30 at 09:00.
Keep approvals and authority clear: Alex can draft copy but cannot change pricing or publish; public launch email depends on Maya approval and Jules stock confirmation.
Flag stale claims before customer-facing use: gift note included, free shipping, limited edition wording, and special return-policy exceptions are not approved as written.
Respect operational constraints: Priya is out until Thursday 12:30, Jules needs a Friday 11:00 count decision and cannot ship samples after Friday 15:00, labels/boxes constrain inventory.
Treat everything as draft/review-only. The assistant must not create tasks, send messages, edit calendars, publish pages, change prices, reserve stock, book shipments, approve returns, or automate project workflows.
Evidence files

The fixture is reusable and connector-safe.

Synthetic project packet

content/fixtures/ai-project-management-task-triage/synthetic-project-packet.md

Fictional Northstar Candle Co. launch notes from planning, support, vendor, warehouse, and marketing fragments.

Paste-only benchmark prompt

content/fixtures/ai-project-management-task-triage/project-triage-paste-prompt.md

The exact prompt requiring an ordered 48-hour priority list, task table, dependency map, risk register, leadership draft, draft asks, human-review checklist, and connector boundary.

Expected output key

content/fixtures/ai-project-management-task-triage/expected-project-triage-output.md

Manual answer key for must-preserve facts, priority logic, task rows, risks, draft communications, must-not claims, and scoring criteria.

Test protocol

content/fixtures/ai-project-management-task-triage/project-triage-test-protocol.md

No-connector protocol: use only synthetic project data, preserve prompt/raw/clean output separately, and never score login gates or prompt echoes as model output.

Before copying into a real project system

AI task triage still needs human verification.

A polished task table can still carry a wrong date, implied approval, stale customer promise, or unsafe automation step.

Check every owner, date, time, and dependency against the original notes before copying tasks into a project system.
Verify arithmetic and inventory manually: 118 candles ready, 100 boxes on hand, 75 boxes Monday, and only 24 of the extra 40 labels if the label roll arrives after 15:00.
Confirm whether $64 is approved or still tentative before it appears in landing-page copy, launch email, support macros, or social posts.
Remove stale free-shipping, gift-note, limited-edition, and return-policy-exception language unless Maya explicitly approves it.
Keep draft messages, leadership updates, task tables, and social copy in human-review mode until the responsible person approves each action.
Limitations

This is a paste-only draft benchmark, not a project-management platform test.

The current scores cover two public web prompt-only runs using a synthetic project packet. They do not test paid plans, project-management apps, task creation, Slack/Teams/email/calendar connectors, ecommerce or warehouse systems, support tools, CRM records, real project data, privacy retention settings, automated reminders, live publishing, pricing updates, inventory reservations, shipment booking, customer contact, approvals, or production workflow automation. New rows will be added only when raw output or setup-friction evidence is saved and scored with the same rubric discipline.