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User Guide
PM Pilot
Complete feature documentation to help you get started and maximize system performance.
11 chapters
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System Overview
PM Pilot is an AI-powered project management platform that integrates task boards, milestone tracking, meeting records, team collaboration, and intelligent diagnostics — helping teams manage the full project lifecycle in a single platform.
| Module | Description |
|---|---|
| 🏠 Dashboard | AI chat assistant + task, milestone & meeting overview |
| 📁 Projects | Create and manage multiple projects with type, priority, and categories |
| ✅ Task Board | Drag-and-drop Kanban + grouped list with AI task breakdown |
| 🎯 Milestones | Set key project checkpoints and track completion |
| 📅 Meetings | Log meeting summaries and action items with AI analysis |
| 🤖 AI Features | Project health scoring, AI task refactoring & meeting analysis |
| 📆 Calendar | Cross-project task and meeting calendar view |
| 🔔 Notifications | Real-time alerts for tasks, milestones, and meeting events |