Trellis AI

Trellis AI turns your workspace into something you can talk to. Ask natural-language questions about your projects, generate client-ready update reports, create or update tasks, and manage comments without leaving the conversation. It's built to save time on the routine work that would otherwise mean clicking through the UI or digging through project data manually.

Flip the Enable AI features toggle to turn Trellis AI on across your workspace. Once enabled, members can start using it straight away — no per-user setup required.

Asking Trellis

Select Ask at the bottom of the sidebar to open the Ask Trellis panel on any page. Type your question, or start from a suggestion such as List my projects or Show my tasks. Inside a project you also get suggestions for that project's tasks and a project update.

Replies appear as they're written. Projects and tasks named in a reply are links, so you can open one straight from the conversation. Under the latest reply, Trellis suggests a few follow-up questions — select one to ask it. Use Copy or Retry under any reply to copy it or ask again.

Full page and chat history

For longer conversations, select Expand in the panel's header to open the full Ask Trellis page. You can also go there directly from Ask Trellis in the sidebar.

On the full page, select Open sidebar to see your History — your past conversations, grouped by date. Select one to pick it up where you left off, or select New chat to start a fresh one. Hover a conversation to delete it. Each conversation has its own address, so you can bookmark it and come back to it later.

What Trellis AI can do

Once enabled, members can:

• Ask questions about workspace data — projects, tasks, sprints, team members, workflow statuses. Useful for status checks without opening five tabs.
• Generate project update reports — a client-ready summary covering executive summary, completed work, in-progress items, blockers, decisions needed, and optionally spend and timeline data for any date range.
• Create, update, archive, or delete tasks — spin up a bug or task by describing it in plain English, or ask Trellis AI to reprioritise or reassign existing work.
• Manage comments on any task — post a new comment, edit or delete an existing one, or add reactions.
• Plan sprints — create a sprint, rename it or change its dates, start or complete it, and move tasks into it. Tasks can be placed at the top, at the bottom, or next to a specific task, and moving them out of a sprint means moving them to the backlog.
• Manage timeline milestones — add, move, recolour, or remove a milestone by describing it: "add a Client launch milestone on 1 December in red".
• Link and unlink tasks — create or remove dependencies between tasks in the same project.
• Set timeline colours — recolour a task's timeline bar by hex code or by name, e.g. "make the QA deliverable amber".

Usage

When AI is enabled, the page shows live token usage for your workspace across three windows:

• Rolling (5h) — short-term burst limit, resets every 5 hours
• Weekly — weekly usage cap, resets every 7 days
• Monthly — monthly usage limit, resets on the 1st of each month

The panel shows how much of each window you've used, along with the time until each one resets. Enterprise workspaces start with 250,000 tokens per rolling 5 hours, 2,000,000 per week, and 8,500,000 per month. Together these limits keep AI availability predictable for the whole workspace, even if one team member gets very active in a single session.

Who can do what

Only Owners and Admins can turn Trellis AI on or off for the workspace. Once enabled, everyone except Viewers can use it. The Viewer role doesn't see Ask or the Ask Trellis page, and can't ask AI to do anything. For roles that can use AI, Trellis AI mirrors your existing permissions: you need to be a member of a project to create or update tasks on it, and you can only edit or delete comments you authored — matching what the UI already enforces.