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Overview
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AI Project Wizard

AI Project Wizard

Go from a blank page to a fully structured project board in minutes. The AI Wizard guides you through four stages — framing, refinement, roadmap, and execution — so you can start working with clarity from day one.

1.Framing

Define the project name, description, and optionally attach context documents.

2.Refinement

Answer adaptive AI questions to sharpen requirements — up to 4 rounds.

3.Roadmap

Review the AI-generated plan with phases, deliverables, and priorities.

4.Execution

Confirm creation — phases become columns, deliverables become cards.

What is the AI Wizard?

The AI Project Wizard is Stellary's guided project creation flow. Instead of starting with an empty board and manually adding columns and cards, the wizard interviews you about your project, then generates a complete roadmap that is converted into a ready-to-use board.

The process follows four sequential stages: Framing → Refinement → Roadmap → Execution. At each stage the AI adapts its behavior based on your inputs, ensuring the final result matches your actual needs.

Stage 1: Framing

Framing is where everything begins. You provide two essential pieces of information:

  • Project name — a concise title that will become the project's identity across Stellary
  • Description — a short paragraph explaining what the project is about, its goals, and its scope

Optionally, you can attach context documents — a brief, a specification, meeting notes, or any file that gives the AI richer background. These documents are analyzed during the refinement stage and significantly improve the quality of the generated questions and roadmap.

Once you submit the framing form, the draft is saved and the wizard advances to refinement.

Stage 2: Refinement

This is the heart of the wizard. The AI generates a set of contextual questions designed to uncover details that matter for planning: team size, technical stack, constraints, timeline, budget, dependencies, and more.

Questions come in five formats, each chosen by the AI based on what it needs to learn:

Single choicePick one option from a curated list. The AI highlights a recommended answer.
Multiple choiceSelect several options when more than one applies.
ScaleRate on a numeric scale (e.g., team size, budget range, complexity).
Free textProvide open-ended details when the AI needs richer context.
DateSet a target date, such as a deadline or a launch window.

The refinement stage runs for a maximum of 4 rounds. After each round of answers, the AI recalculates a readiness score and decides whether additional questions are needed. If the score is high enough, the wizard moves directly to roadmap generation — you may not need all four rounds.

Each question includes a recommended option highlighted by the AI, so you can move quickly when the suggestion fits.

Readiness Score

Between each refinement round, the AI computes a readiness score — a percentage that reflects how well-defined your project is based on the answers collected so far.

  • Low score (below 50%) — critical information is still missing. The AI will ask more targeted questions in the next round.
  • Medium score (50–79%) — the project outline is forming. One or two more rounds will sharpen the plan.
  • High score (80%+) — the AI has enough context to generate a solid roadmap. The wizard may skip remaining rounds and proceed directly.

The score is displayed visually during refinement so you always know where you stand. It provides transparency into the AI's decision-making process and helps you understand why certain questions are being asked.

Stage 3: Roadmap

Once refinement is complete, the AI generates a structured roadmap for your project. The roadmap consists of phases, each containing:

  • Phase name & description — a clear label and summary of what the phase covers
  • Deliverables — concrete tasks or outputs that must be completed within the phase
  • Priority — the relative importance of each phase so you know where to focus first

Review the roadmap carefully. If something doesn't look right, you can provide written feedback and ask the AI to regenerate the roadmap. This feedback loop lets you iterate until the plan truly reflects your vision — there is no limit to the number of regenerations.

Stage 4: Execution

When you are satisfied with the roadmap, confirm the creation. The wizard converts the plan into a live project board:

  • Phases become board columns — each phase is mapped to a column in the kanban view, preserving the order defined in the roadmap
  • Deliverables become cards — every deliverable is turned into a card and placed in its corresponding column
  • First card in "In Progress" — the first deliverable is automatically moved to the active column so you can start working immediately

After execution, you land on a fully populated board — columns, cards, and a clear starting point. From there you can customize everything: rename columns, add labels, assign team members, and enrich cards with descriptions, dates, and checklists.

Draft Management

The wizard auto-saves your progress at every stage. If you close the browser or navigate away, your draft is preserved and you can resume exactly where you left off.

Each draft follows a state machine that tracks its lifecycle:

framing
refining
roadmap_ready
executing
completed
framingInitial stage — project name and description are being defined.
refiningThe AI is asking questions and the readiness score is evolving.
roadmap_readyQuestions are complete; the roadmap has been generated.
executingCreation confirmed — the board is being scaffolded.
completedThe project is live. The draft can be safely deleted.

You can delete unused drafts at any time from the wizard dashboard. Completed drafts (those that have been executed into a live project) can also be cleaned up once you no longer need them.

Tips & Best Practices

Attach context documents

Upload a brief, spec, or meeting notes before framing. The AI reads them to ask smarter questions and produce a more accurate roadmap.

Answer every question thoughtfully

Each answer directly influences the roadmap. Vague answers lead to generic plans; precise answers yield tailored phases and deliverables.

Iterate on the roadmap

Not satisfied? Add feedback and regenerate. You can refine the roadmap as many times as needed before committing.

Start small, expand later

The wizard creates a solid starting point. After execution you can add columns, cards, and labels — treat the generated board as a foundation, not a final product.

User GuideBoard & CardsCockpit & Command Center
On this page
  • What is the AI Wizard?
  • Stage 1: Framing
  • Stage 2: Refinement
  • Readiness Score
  • Stage 3: Roadmap
  • Stage 4: Execution
  • Draft Management
  • Tips & Best Practices