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AI skills

Create skills for Dart's AI to utilize for your work

The AI skill feature lets you build specific actions that Dart’s AI can perform inside chat. Think of them as prompt templates that Dart can use on demand, for example, “brainstorm a set of tasks” or “plan out a project.”

What is an AI skill?

An AI skill is mainly about helping you accomplish a specific goal or action inside AI chat, like brainstorming tasks, planning a project, or organizing ideas. Unlike Dart AI's guidelines, which shape how Dart AI behaves across all chats, a skill is designed to run a particular process on demand.

You can still include guidelines inside a skill (such as setting a tone, style, or brand language), but those only apply while that AI skill is being used in your current chat. The core purpose of a skill is to carry out an action that moves your work forward.

Example custom skills

Meeting Agenda builder
Action: Draft a structured agenda for a meeting

Instructions:

  1. Ask what the meeting topic is and who the participants are

  2. Generate 4–6 agenda items with time allocations

  3. Highlight the purpose of each item (e.g., decision, discussion, update)

  4. End with action items and open Q&A

  5. Write in a clear, businesslike style

Idea evaluator
Action: Assess and compare multiple options
Instructions:

  1. Ask the user for 2–5 ideas they want evaluated

  2. Create a pros and cons list for each idea

  3. Score each idea on feasibility, cost, and impact (scale of 1–5)

  4. Summarize with a ranked recommendation

  5. Use a straightforward, analytical tone

Default AI skills

Dart AI comes with some default skills preconfigured for you to use inside AI chat.

  • Plan this project: Updates all tasks in a dartboard with realistic start and due dates, assigns them to the right teammates, and organizes them into an executable plan

  • Brainstorm new tasks: Suggests and creates new task ideas that complement the existing ones in your dartboard

  • Generate a standup report: Writes and saves a per-person report summarizing completed work, tasks in progress, planned next steps, and blockers from the last 24 hours

  • Generate a changelog report: Creates a per-person record of task changes over the last 24 hours, organized by assignee with links to the tasks

How to set up an AI skill

  1. Navigate to settings and find Skills in the AI section

  2. Add a new skill by clicking the plus button

  3. In the provided field, fill out the skill instructions that you want to save for future use with AI chat

  4. If desired, add attachments or reference files to your custom AI skill

  5. If desired, set a schedule by choosing a specific date and time recurrence (e.g., "Every Friday at 4 PM") to automate routine tasks

  6. Once created, these skills are available to be executed anytime via AI chat by typing "@" in the chat box or waiting for the scheduled run time

You can return to the AI skill settings anytime to adjust instructions, update attachments, or modify the schedule.

AI skills settings page


Managing and pinning AI skills

You have full control over which skills appear in your workspace.

  • Toggle custom skills on or off using the switch next to the skill name. This allows you to archive skills you aren't currently using without deleting them.

    • Note: Default AI skills cannot be disabled

  • To pin your favorite AI skills in AI chat for easy access, simply toggle the "Pinned" switch on the skill.

AI skills showcase in AI chat

Standard Operating Procedures (SOPs)

You can use AI skills to enforce specific workflows or Standard Operating Procedures (SOPs). This ensures that when the AI helps you with a task, it follows your team's exact protocols.

How to create an SOP skill

  1. Navigate to Settings > Skills

  2. Click the plus (+) button to create a new skill

  3. Give your skill a clear name (e.g., "Bug Reporting SOP" or "Client Onboarding Checklist")

Documenting the procedure

  • For short SOPs: Write the instructions directly into the skill's text field

  • For longer SOPs: If your procedure is complex, it is best to document it separately. Create a Dart doc or a task that contains the full SOP text. Then, in the skill's instruction field, use the @ menu to find and reference that specific doc or task. This allows the AI to read the external document for context without cluttering the skill settings

Using the SOP in AI chat

Once your SOP skill is saved, you can put it to work immediately in AI chat:

  • One-click access: If the skill is in your top three, simply click the skill button in the chat interface to run it

  • In conversation: You can invoke the SOP during a discussion. Type your request and tag the skill using @. For example: "Please review this ticket based on the @Bug Reporting SOP"

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