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- Project Management
- Frequently asked questions
Questions, answered
Answers to common setup and daily delivery questions.
Project Management
10 questions
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How do I get started?
Click Get started, then use Proto to configure Project Management for your business. Begin with one active project, its team, a short task plan and the next milestone.
Can we begin from a project template?
Yes. A project can reference a template. Enter and review the current tasks, dates and owners before kickoff.
How do people see their own work?
Use My Tasks for assignment context and the Tasks page for the project board, status Kanban and Gantt timeline.
Can several people work on one task?
Task assignments can link several people to a task and identify the primary assignee.
How do we show a blocked handoff?
Mark the task Blocked, explain the missing input in its comments and inspect its predecessor and due date with the project manager.
Where do files and discussion go?
Use task comments for discussion and task attachments for the relevant deliverable or supporting file.
Can contributors log time?
Yes. A task time entries record contains a date, hours, task, project and user, with optional notes.
How are project checkpoints tracked?
Milestones have target dates, owners, status and an optional completing task. Review the task before recording the checkpoint outcome.
How do stakeholders get a progress account?
The project manager prepares a dated project status updates record, checks the task and milestone picture, then shares it.
Can external collaborators participate?
A Guest role and project membership record support invited work. Test that person’s access to the intended project and an unrelated private project before sharing work.
Set up Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.