1. Any user role with the required permissions to create and assign tasks can execute this. Administrators can configure custom roles with these permissions.
2. Anyone can create a task from Requirements in the current section if they have the access to view it.

Note: Please see the Settings section of PerXL hierarchy to find out more about who can create a task from Requirements and who can edit or change task properties.

Steps to view the Application Usage of a resource

1. On your workspace in the sidebar menu select a Space and then click on it.
2. Select the Section/Project name in which you want to create the tasks from the requirement.
3. On the top right corner of the window click on icon

   

4. This would open Create Tasks From Requirement window in which you can add the Task

   

When you open the Create Tasks from Requirement window, you will go through 4 steps:
• Step 1: Add Requirements
• Step 2: Create Tasks
• Step 3: Get Project Outputs
• Step 4: Review & Save

Provide the following details:

1. Requirement Description
2. Technology
3. Already Completed Work

After filling in these fields, click the Submit button to proceed to the next step.

Based on your input, the AI will generate tasks and subtasks required to implement the project. In this step, you will see three action buttons:

• Go Back – return to the requirements step
• Generate Estimated Timeline – AI estimates completion time based on complexity
• Get Resource Recommendation – AI recommends resources based on skillsets and past history

Depending on the option selected in Step 2, the interface will change:

• If “Generate Estimated Timeline” is selected:
  - Select resources manually and provide a start date.
  

  

  - Click Get Due Date Estimation to see a result such as: “Based on the allocated resources and their skill sets, the project is estimated to be completed by Sep 11, 2025.”
  

  

  - Then click Assign Resources To Tasks to proceed to Review & Save.
• If “Get Resource Recommendation” is selected:
  - Provide a start date and end date.
  

  

  - The AI will recommend resources and skill sets required.
  

  

  - You may add or remove resources manually.
  - Then click Assign Resources To Tasks to proceed to Review & Save.

In this final step, you will see a summary of the generated tasks, including:

• Task Name
• Status
• Start Date
• Due Date
• Assigned To
• Time Estimate

You can make changes if needed. Finally, click Save Task to create your tasks from requirements.