Projects

Deliver the work — milestones, risks, issues and tasks.

What it is

A project is the delivery workspace for a client engagement, from kickoff to handover.

Inside a project

  • Milestones with status.
  • Tasks with owners and due dates.
  • Risks, Issues and Decisions logs.
  • Meeting notes and documents.

Tips

  • Keep one owner and one status per item.
  • Mark deliverables client-visible to share them in the portal.