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- Project Management
- Integrations
Integrations
Plan the external handoffs your team needs around the project record.
- Project Management
- Identity directory
- Calendar
- Messaging
- File storage
Systems to connect
- Identity directory. Agree how internal users and teams are created and kept current before assigning work.
- Calendar. Decide whether milestone dates need to appear on people’s calendars and who owns date corrections.
- Messaging. Decide where the team should receive task or mention notices if chat is part of its operating routine.
- File storage. Decide which file links and access rules are suitable for task attachments.
How connections are governed
Name an owner for each connection. Agree which system is authoritative for a person, calendar event or file, and how a changed record will be reconciled. Test a delayed or repeated update with a pilot project. The project record remains the place to review delivery status; a message or calendar entry should point people back to the current task or milestone.
Set up Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.