STEP 01
Set up the project
Open the company Projects workspace and create or review the project’s actual planning information, priority and status. Confirm which company employees should be involved.
STEP 02
Assign the work
Create project-linked tasks with clear owners and the supported dates/priorities. Review the task details with the assigned employee so an assignment has practical context.
STEP 03
Keep status current
Employees and authorized reviewers update the supported task status and activity. Use the recorded work for follow-up conversations; do not assume task status proves billable time or client acceptance.
Before you finish
- The project belongs to the correct company.
- Each task has a clear responsible owner.
- Status updates describe the actual work.
