Work Breakdown Structure (WBS) Creation
Generate a complete project structure with tasks, epics, features, and dependencies using AI. Choose between uploading a document or answering guided questions to create your Work Breakdown Structure automatically.
Two Ways to Create Your WBS
Method 1: Document Upload
Upload an existing project document (PDF, TXT, or Markdown) and let AI extract the structure automatically.
- Best for: Existing project documentation
- Supports: PDF, TXT, Markdown files
- Total cost: ~35 credits
Method 2: AI Interview
Answer a few guided questions about your project, and AI will generate a structured document for WBS creation.
- Best for: New projects or brainstorming
- Interactive: Step-by-step questionnaire
- Total cost: ~45 credits
Method 1: Document Upload
Step-by-Step Guide
Prepare your document
Create or gather a project document in PDF, TXT, or Markdown format. Include project phases, tasks, milestones, and any dependencies. Maximum file size is 10MB.
Open the upload dialog
Click the "Upload Document" button in the top-right corner of your project canvas. Select the "Upload Document" tab.
Upload your file
Drag and drop your file or click to browse. The file will be uploaded to Supabase Storage and processing will begin automatically.
Wait for processing
The document will be processed: text extracted, chunked, and embedded. This typically takes 10-30 seconds depending on file size. You'll see a "Processing..." status.
Generate WBS
Once processing is complete (status shows "Ready"), click "Generate WBS" to create your project structure. AI will analyze the document and create nodes with dependencies.
Review and refine
The generated nodes will appear on your canvas. Review them, adjust positions, and add any missing tasks manually. You can regenerate if needed.
Supported File Types
Best for: Project proposals, requirements documents, technical specifications. Text is extracted using OCR.
Best for: Simple project descriptions, plain text notes. Fastest processing time.
Best for: Structured documentation, README files, formatted project plans.
Tips for Better Results
- Include clear section headings (e.g., "Phase 1", "Tasks", "Dependencies")
- Mention time estimates or deadlines when available
- List dependencies explicitly (e.g., "Task B depends on Task A")
- Keep documents under 100 pages for optimal processing
- Use consistent formatting and structure
Method 2: AI Interview
The AI Interview guides you through a structured questionnaire to capture all essential project information. Your answers are used to generate a comprehensive project document that is then processed into a WBS.
Interview Steps
Project Basics
Enter project name, owner, goal, and hard deadline. This provides context for the entire project.
Phases & Scope
Define major project phases with time estimates. Add dependencies between phases and any constraints.
Milestones
Set key checkpoints and target dates. Milestones help track progress and identify critical dates.
Risk Register
Identify potential risks with likelihood and impact. This helps the AI understand project uncertainties.
Document Preview & Approval
Review generated document
After completing the interview, AI generates a structured markdown document. Review it in the preview dialog.
Edit if needed
Click "Edit" to make changes to the generated document. You can modify any section before approval.
Regenerate (optional)
If you're not satisfied, click "Regenerate" to create a new version. This costs additional credits.
Approve & Generate WBS
Once satisfied, click "Approve & Generate WBS" to save the document and create your project structure.
Credit Costs
Method 1: Document Upload
Method 2: AI Interview
Credit Balance
Make sure you have enough credits before starting. You can check your balance in the upload dialog or purchase more credits from your account page.
Understanding Your Generated WBS
Node Types
High-level project themes or major deliverables
Significant functionality or capability
User-facing requirements or use cases
Specific work items that can be assigned and tracked
Key checkpoints or deadlines
Potential issues or uncertainties
Dependencies
AI automatically creates dependency connections between nodes based on the document content. Connections are visualized as lines between nodes, with smart positioning (e.g., bottom of feature to top of user story).
Tips & Best Practices
Be specific in documents
Include concrete details about tasks, phases, and dependencies. Vague descriptions lead to generic WBS structures.
Use consistent terminology
Stick to the same naming conventions throughout your document. This helps AI identify relationships correctly.
Include time estimates
Mention durations, deadlines, or milestones. This information helps create more accurate project structures.
Review before approval
Always review the generated document or WBS before finalizing. Make edits if needed to ensure accuracy.
Start with phases
In the interview, begin with high-level phases before diving into detailed tasks. This creates better hierarchy.
Document dependencies explicitly
Clearly state which tasks depend on others. Use phrases like "depends on", "requires", or "must complete first".
Refine after generation
The generated WBS is a starting point. Manually add missing tasks, adjust dependencies, and reorganize as needed.
Use milestones strategically
Include key checkpoints and deadlines. They help track progress and identify critical path items.