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- Project Management
- Process
- Plan and kickoff
Plan and kickoff
A kickoff works when the owner, delivery manager and team read the same dates and responsibilities. Start from a project record, then review the task and milestone plan before moving the project into active delivery. An implementation template may provide a useful outline, but each dated item should fit the real initiative.
Step by step
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Set up project ProjectManager
Project manager creates the project, chooses its owner, team, visibility, priority and dates, and checks any selected template.
- Establishes ownership, scope and target dates
- Updates Projects, Project templates, Teams
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Break down work ProjectManager
Project manager adds phases, tasks and sub-tasks, then records predecessor links and due dates.
- Makes the deliverables and order visible
- Updates Tasks, Task dependencies
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Date checkpoints ProjectManager
Project manager gives milestones target dates and owners, and links a completing task where a deliverable demonstrates the checkpoint.
- Connects dated outcomes to work
- Updates Milestones, Tasks
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Assign owners ProjectManager
Project manager adds task assignees, identifies the primary person and checks project membership.
- Makes responsibility explicit
- Updates Task assignments, Project members, Users
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Start delivery ProjectManager
Project manager reviews the plan with the team and changes the project from Planning to Active.
- Opens active work with a baseline account
- Updates Projects, Project status updates
Who does what
Roles and permissions- Project manager
- Runs kickoff; team member checks the practical plan; Viewer reads the agreed baseline.
Set up Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.