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- Project Management
- Process
- Break down and assign
Break down and assign
The plan should tell a team member what to do next, what must finish first and who owns the result. Keep phase rows broad enough to organize work and task rows concrete enough to assign. Use a sub-task only when it helps people coordinate a deliverable. The Gantt timeline shows the dated sequence; the Kanban shows current status.
Step by step
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Define deliverables ProjectManager
Project manager adds tasks with titles, dates, estimates and a project link.
- Gives each item dates and project context
- Updates Tasks, Projects
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Group work ProjectManager
Project manager uses Phase, Task and sub task types and parent links to show the work hierarchy.
- Relates phases, tasks and sub-tasks
- Updates Tasks
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Record order ProjectManager
Project manager connects predecessor tasks, choosing the dependency type and any lag needed for the schedule.
- Makes predecessor timing inspectable
- Updates Task dependencies, Tasks
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Attach checkpoints ProjectManager
Project manager gives a milestone a target date and links its completing task when appropriate.
- Connects an outcome date to work
- Updates Milestones, Tasks
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Assign owners ProjectManager
Project manager links users through task assignments and marks the person accountable for the outcome as primary.
- Names a primary assignee and collaborators
- Updates Task assignments, Users
Who does what
Roles and permissions- Project manager
- Owns breakdown and assignment; team member confirms effort and availability; Viewer reads the agreed plan.
Set up Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.