Answers

How do I create a project plan and Gantt from a meeting?

Short answer

A plan comes from the requirements, not from the conversation. Group the requirements into deliverables, order them by dependency, attach an owner and an estimate to each, and place them on dates: that is the Gantt. Segua.ai builds it from the requirements extracted in the meeting, and needs at least three active requirements before it can propose one.

How to do it

  1. 1

    Group requirements into deliverables

    Five to fifteen deliverables is the readable range. More than that and nobody looks at the chart.

  2. 2

    Order by dependency, not by wish

    A task that needs another one's output cannot start earlier, whatever the deadline says.

  3. 3

    Add owners and estimates

    An unowned bar on a Gantt slips silently. Every bar needs a name.

  4. 4

    Set the milestones that matter

    Milestones are the dates someone outside the team will ask about: demo, sign-off, go-live.

  5. 5

    Re-plan after each meeting

    When a decision moves a date, the plan should change in the same pass, not in a separate spreadsheet.

Good to know

  • Segua.ai needs at least three active requirements, or an architecture document, to propose a plan.
  • Regenerating a plan does not discard the existing one; changes are proposed for review.
  • The plan, the milestones and the roadmap are filled together after a meeting is processed.
  • Tasks and milestones export to Word and CSV.

Related questions

Why is the Generate plan button disabled?
Because the project has fewer than three active requirements. Process a meeting or add requirements first.
Can I edit the dates by hand?
Yes. Manual changes are kept and are not overwritten by a later generation.
Does it estimate effort?
It proposes estimates from the requirements, which you are expected to adjust, they are a starting point, not a commitment.

See it on your own meeting

Paste a transcript or let Segua.ai join your next call, then read the documents it writes.

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