Ru can help you turn a rough project request into a proper draft project. You give it the client, the campaign shape and the outcomes you need. Ru creates the project structure, adds tasks, assigns available people and gives you a plan to review.
This how-to follows the interactive demo below. You will start on the dashboard, ask Ru to create a project for Aurora Beverages, inspect the project views, then activate it when the plan looks ready.
Try the demo
What Ru is doing in this flow
When you ask Ru to create a project, it uses the context it can access in Runnit. That can include clients, available team members, project settings and planning rules. The result is still a draft. You stay in control before anything becomes live work.
In the demo, the request is intentionally simple. Something like this is enough:
Create a new project for Aurora Beverages for a summer product launch campaign. Include the main deliverables, create the tasks and assign them to available people.
Example Ru prompt
That gives Ru a clear client, a campaign type and an outcome. You do not need to write a novel. Thank goodness.
Step 1: Open Ru from the dashboard
Start from the dashboard and open Ru from the AI agent avatar in the top-right corner. Ru opens as a chat window over the current page, so you can keep your place while it works.
If you want more background on what Ru can do, read Introducing Ru, Runnit's AI Operator.
Step 2: Give Ru a tight project request
Ask for the project in plain English. Include the basics:
- Client name, for example Aurora Beverages.
- Campaign or project name, for example Aurora Fizz Summer Launch.
- The main deliverables, such as launch creative, social content, paid media and reporting.
- A clear instruction to create tasks and assign them to available people.
- Any hard dates, budget notes or must-have roles if you know them.
You can be specific, but you do not need to perfectly format the brief. Ru will work from the intent and ask if something important is missing.
Step 3: Wait while Ru builds the draft
Ru may take a moment because it is doing real setup work, not just writing a reply. It creates the project, adds a project plan and prepares the tasks for review.
The project is not live yet. Draft status gives you room to check the plan before the schedule becomes confirmed work for the team.
Step 4: Open the project Ru created
Once Ru finishes, open the project link it provides. In the demo, the Ru chat window is closed so you can focus on the project workspace.
This is where you check whether the plan matches the brief. Look for obvious misses before activating anything.
Step 5: Review the timeline view
The timeline helps you see sequence. Check whether the work is in the right order, whether dependencies make sense and whether the key phases line up with the campaign launch.
For an agency project, this is where you catch classics like media going live before creative approval. A small win, but a very useful one.
Step 6: Review the task view
The task view gives you the working list. Scan task names, owners, estimates and dates. Make sure the plan is usable for the people doing the work, not just tidy on a slide.
Good task names should make sense without a meeting. If a task is vague, edit it before activation.
Step 7: Review capacity
Capacity shows whether the plan fits the people assigned to it. Use it to spot overloaded team members, awkward timing and gaps where the work may need to move.
For draft projects, scheduled work can appear as tentative capacity. That means you can review the load before confirming it.
Step 8: Activate the project
When the plan is ready, select Activate project. Activation turns the draft into live work and confirms the task schedules.
Do this only after you have checked the project name, client, tasks, owners, timing and capacity. Once it is active, your team can start working from it.
When to use this flow
Use Ru when you know what needs to be made, but you want a faster first pass at the project structure. It is useful for:
- Campaigns with familiar phases and deliverables.
- Retainer work that follows a known delivery pattern.
- Internal projects that need structure quickly.
- Turning a producer's rough request into a reviewable plan.
If you prefer to build every task yourself, use the manual walkthrough instead: Create and activate your first project.
Quick prompt template
Copy this and swap in your own details:
Create a new project for [client] called [campaign name]. The project is for [short goal]. Please include tasks for [deliverables], assign them to available people, estimate the work and prepare it as a draft project for me to review.
Prompt template
Before you activate, check this
- The project name and client are correct.
- The main deliverables are covered.
- Task owners make sense for the work.
- Estimates look realistic enough to start.
- The timeline sequence is sensible.
- Capacity does not overload key people.
- Any required budget or rate-card checks are complete.
That is the loop: ask Ru for the first pass, review the plan like a grown-up, then activate when it is ready.