Triage and intake · Autessa Vision
AI auto-triage
Autessa Vision’s AI auto-triage plans your whole backlog in one pass. For every task in the queue it proposes a sprint (or keeps it in the backlog), an owner, a priority, a project, an estimate and labels, keeps the target sprint within the team’s capacity, balances work across people, and flags likely duplicates. You review every row, change anything, and nothing is saved until you press Apply.
The problem
Sprint planning meetings spent filling in fields
Most of a planning meeting is mechanical: estimate this, who owns that, does it fit, have we seen it before. Those are exactly the questions a model can answer from the board’s own data. Auto-triage does the first draft so the meeting is spent on the decisions that need people.
What you get
- Choose the target sprint (the active one by default) and the capacity in points, which defaults to recent velocity.
- Add plain-language guidance, such as “bugs first, keep Sam light this sprint”.
- Auto-triage proposes sprint, owner, priority, project, points and labels for up to 60 queued tasks per run, each with a short reason.
- Owners come only from the board’s real members, and projects and sprints only from real ones on the board.
- Capacity is enforced: if a plan overfills the sprint, the highest-priority additions stay and the rest go back to the backlog.
- Changed fields are highlighted, and every cell stays editable before you apply.
- Untick any row to leave that task alone, and keep or turn off Link duplicates.
- A summary explains the plan, and the capacity panel shows each person’s load before and after.
How it works
How does ai auto-triage work in Autessa Vision?
Set the target
On the Triage page, pick the sprint to plan into and confirm the capacity in points.
Give guidance (optional)
Type how you want it done, for example “customer bugs first” or “Priya is out next week”.
Press Auto-triage
Vision AI reads the queue, the team, the sprints, the projects and current load, and returns a proposed plan with a summary.
Review
Check each row’s reason. Change a sprint, owner, priority, project or estimate, or untick a row.
Apply
Press Apply. Vision updates only the fields that changed, links duplicates if you kept that on, and tells you how many tasks were triaged.
Every option
Auto-triage options
| Option | What it does |
|---|---|
| Plan into | Any sprint that is not completed. |
| Capacity | Points the team can take on; defaults to average done points per completed sprint (20 when there is no history). |
| Guidance | Free-text instructions for Vision AI. |
| Per-row fields | Sprint or Backlog, Owner or Unassigned, Priority, Project or No project, Points, Labels, Duplicate of. |
| Include | A checkbox per row; unticked rows are not changed. |
| Link duplicates | On by default: links proposed duplicates as Duplicate of when you apply. |
| Batch size | Up to 60 tasks per run, highest priority first; run again for the rest. |
| Actions | Discard or Apply N changes. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Team member, owner or admin | Run auto-triage, edit the plan and apply it. |
| Not on the team | Cannot run or apply a plan. |
AI assist
How Vision AI helps
This is Vision AI’s planning engine. It is validated against the board, so it can only use real people, sprints, projects and tasks, and capacity is always enforced. The Triage agent offers the same planning in chat.
Vision AI always shows a preview or asks first. You decide what is applied.
Meet the Vision AI agents →Connected
How it connects to the rest of Vision
FAQ
Questions about ai auto-triage
Can AI plan a sprint in Autessa Vision?
Yes. Auto-triage proposes a sprint, owner, priority, project, estimate and labels for every task in the queue, within the capacity you set. You review and apply it.
Does auto-triage change tasks on its own?
No. It produces a proposed plan. Nothing changes until you press Apply, and you can edit or exclude any row first.
How does it avoid overloading the sprint?
The plan is checked against capacity in points. If it overfills the sprint, the highest-priority additions stay and the rest return to the backlog. Each person’s load before and after is shown beside the plan.
Can it assign people who are not on the team?
No. Owners must be members of the board, and sprints, projects and duplicate links must be real items on the board.
100% customizable, code and all
Make Autessa Vision fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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