Help & Docs

Everything you need to use mAI Priority.

mAI Priority helps teams score initiatives, gather delivery evidence, plan work, and export to the tools they already use — without turning prioritization into overhead.

Features

What's in the app

Portfolio backlog

Add initiatives to a shared backlog and score each one on Value, Urgency, and Effort from 0–10. The priority score is calculated as (value × value weight × urgency × urgency weight) / max(effort × effort weight, 1), giving every conversation a transparent, consistent starting point. Filter by project type, status, or tag.

SDLC readiness

Each initiative moves through eight lifecycle phases: Idea → Discovery → Requirements → Solution Design → Ready for Delivery → Exported → Validated → Archived. A readiness checklist tracks required evidence. An initiative cannot advance to delivery without: a problem statement, value hypothesis, success metrics, an approved requirement, acceptance criteria, at least one test case, and no unresolved high-impact risks.

Requirements

Capture functional and non-functional requirements with descriptions and acceptance criteria. Requirements start in draft status and are promoted to approved once reviewed. Approved requirement count feeds directly into the readiness score.

Risks

Log risks with title, impact level (Low / Medium / High), and mitigation plan. Track each risk through Open, Mitigated, or Accepted status. Open high-impact risks block an initiative from reaching Ready for Delivery.

Decision log

Record decisions with context and rationale so future team members understand why a direction was taken. Decision logs make handovers cleaner and avoid repeated discussions.

Test cases

Define test cases with steps and expected results. Track run status — Not Run, Passed, Failed, or Blocked. Link test cases to specific requirements. At least one test case is required for delivery readiness.

Kanban board

Break a ready initiative into tasks across To Do, In Progress, and Done columns. Assign tasks an owner, due date, estimate, and type (Research, Requirement, Design, Development, Test, Release). Flag blocked tasks and add notes. Time estimates roll up to project-level effort tracking.

Timeline view

Visualize start and projected end dates across the portfolio in a Gantt-style chart. Bar color reflects the priority score (green ≥ 6, amber ≥ 3, red < 3). Translucent confidence bands show how early or late a project could finish. A Today marker reveals what is overdue, on track, or upcoming at a glance.

AI helpers

Portfolio AI and Project AI draft planning artifacts — kanban tasks, requirements, risks, decisions, test cases, and readiness improvements — as proposals you review before anything is saved. The AI can never delete your data. Available as a Pro feature on the hosted SaaS.

Export

Export a project or the full portfolio as CSV or Markdown. Supported targets include Azure DevOps, Jira, Trello, GitHub Issues, Microsoft Planner, Teams/Wiki, and generic CSV. Exports include scoring data, requirements, risks, decisions, test cases, tasks, and estimates — everything a receiving team needs to start without a separate handover meeting.

Understand the Value (ROI)

Every initiative gets a full business case: total investment, annual value, payback period, and 3-year ROI. The break-even chart shows the exact month the initiative pays for itself.

Workflow

How to use mAI Priority

Follow this sequence to keep things lightweight. The goal is better decisions, not a second project management system.

  1. 1Open the portfolio backlog and add an initiative with a short, concrete name.
  2. 2Score value, urgency, and effort using the same 0–10 scale across all initiatives so comparisons are fair.
  3. 3Fill in the project's research sections: problem statement, value hypothesis, stakeholders, success metrics, and solution proposal.
  4. 4Add requirements (with acceptance criteria), risks, decisions, and test cases as evidence develops.
  5. 5Check the readiness panel. Resolve open risks and approve at least one requirement before moving to Ready for Delivery.
  6. 6Break the initiative into kanban tasks. Assign owners, estimates, and types.
  7. 7Use the timeline view to check sequencing and capacity before committing to a delivery window.
  8. 8Export to your delivery tool of choice when the handover evidence is complete.

Readiness

What an initiative needs before delivery

The readiness panel in each project tracks these required artifacts. Missing items show in the checklist so you know exactly what still needs to be done.

  • Problem statementRequired
  • Value hypothesisRequired
  • Stakeholders
  • Success metricsRequired
  • Solution proposal or tech stackRequired
  • ≥1 approved requirementRequired
  • Acceptance criteriaRequired
  • ≥1 test caseRequired
  • No open high-impact risksRequired

Timeline view

The timeline page shows every project that has a start date as a horizontal Gantt chart. Open a project, set its Start date and Projected end date, and it will appear on the timeline automatically. Projects without a start date are excluded.

Bar color = priority score
Green bars (score ≥ 6) are high-priority. Amber bars (score ≥ 3) are medium. Red bars (score < 3) are low. Tag colors override score colors when a project is tagged.
Confidence bands
Each bar has a lighter translucent band on both sides. The left band shows how early the project could finish (optimistic %). The right band shows how late it could slip (pessimistic %). Set both percentages in the project edit modal.
Today marker
A red vertical line marks today's date so you can see at a glance which projects are running late, on track, or not yet started.
Sidebar and navigation
The left sidebar lists all projects with a start date, sorted earliest first. Click any bar or sidebar row to open that project's detail page. Hover a bar to see a tooltip with name, type, score, start date, end date, and confidence dates.

Scoring

How the priority score works

Score each initiative on three dimensions using a 0–10 scale. Settings can weight value, urgency, and effort, so comparisons stay meaningful for your portfolio.

  • Value (0–10)Strategic, financial, or customer impact.
  • Urgency (0–10)Time sensitivity — deadlines, market windows, risk exposure.
  • Effort (0–10)Cost and complexity. Higher weighted effort lowers the score.
Formula
Score = (V × value weight × U × urgency weight) / max(E × effort weight, 1)

High weighted value and urgency with low weighted effort rises to the top. Visual meters scale against the current maximum possible score; grade thresholds remain the same priority labels.

AI helpers — always review before applying

Two AI helpers are available inside the app. Both show every suggestion as a proposal you review before anything is saved. The AI can never delete your data. On the hosted SaaS, AI helpers are a Pro feature.

1. Ask
Use the Portfolio or Project AI panel to ask a planning question or request a draft.
2. Review
A proposal modal shows every proposed change before it is applied.
3. Approve
Accept the full proposal or discard it. Nothing changes until you confirm.

Portfolio AI

Available on the backlog page. Sees all projects, their scores, tasks, and readiness. Use it to get a cross-portfolio view before a planning meeting.

  • Summarize the portfolio by score, status, and readiness
  • Identify projects that are blocked or under-specified
  • Suggest the next planning actions across the backlog
  • Draft new projects or propose priority and date updates

Project AI

Available on each project page. Sees the single project's full context: research sections, tasks, requirements, risks, decisions, and test cases.

  • Draft a kanban plan and break work into tasks
  • Fill in missing readiness evidence (problem statement, value hypothesis, success metrics)
  • Generate requirements with acceptance criteria
  • Draft risks with impact levels and mitigations
  • Document decisions with context and rationale
  • Write test cases linked to requirements

Example prompts

"Review the portfolio and suggest the next three planning actions."
"Which projects look high-value but are not ready for delivery?"
"Create a practical kanban plan for getting this project to delivery."
"Draft risks and mitigations for this project."
"What readiness evidence is missing — and propose the updates."
"Turn the solution proposal into small implementation tasks."

Export to your delivery tools

Export a single project or the full portfolio when the handover evidence is ready. Exports include scoring data, requirements, risks, decisions, test cases, and tasks.

CSV
  • Azure DevOps
  • Jira
  • Trello
  • GitHub Issues
  • Generic CSV

Structured columns that map directly to backlog import formats.

Markdown
  • Microsoft Planner
  • Teams / Wiki
  • Documentation sites

Human-readable output for wikis, handover documents, and team channels.

Reference

Key terms

Initiative
A project or idea in the portfolio backlog.
Priority score
(value × value weight × urgency × urgency weight) / max(effort × effort weight, 1) — the calculated ranking number.
SDLC phase
The lifecycle stage an initiative is in, from Idea through Archived.
Readiness %
How many required evidence items have been completed.
Requirement
A functional or non-functional description of what must be true, with acceptance criteria.
Risk
A threat with an impact level and mitigation plan.
Decision log
A record of a key decision with context and rationale.
Test case
Steps and expected results for verifying a requirement or behavior.
Kanban task
A unit of work on the project board with owner, estimate, and type.
Estimate
Time prediction expressed in hours, days, weeks, or months.
Timeline view
Gantt-style portfolio chart. Bar color = priority score; confidence bands show optimistic and pessimistic finish windows.
Confidence band
Translucent extension on a timeline bar showing how early (left) or late (right) a project could realistically finish.
Portfolio AI
AI helper on the backlog page. Reviews all projects and drafts cross-portfolio planning suggestions as a proposal.
Project AI
AI helper on a project page. Drafts kanban tasks, requirements, risks, decisions, and test cases for that project as a proposal.