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- Project Management
- Process
- Run and record work
Run and record work
Daily project work belongs on the task it advances. The team member uses status to show whether work has started, is blocked, awaits review or is complete. Comments provide context for the next person, attachments hold deliverables, and time entries show the hours spent on a particular day. The Project Manager reads those records to decide whether the plan still fits.
Step by step
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Run tasks TeamMember
Team member opens assigned work and moves a task from not started to in progress when it begins.
- Shows work currently under way
- Updates Tasks, Task assignments
-
Record effort TeamMember
Team member adds a dated time entry with hours and optional notes for the task and project.
- Preserves dated hours against work
- Updates Task time entries, Tasks
-
Discuss work TeamMember
Team member adds a comment and attachment where a reviewer or collaborator needs the actual artifact.
- Keeps decisions and files by the task
- Updates Task comments, Task attachments
-
Handle blockers TeamMember
Team member marks a blocked task, explains the missing input and asks project manager for a decision on the dependency or date.
- Exposes the affected handoff
- Updates Tasks, Task dependencies
-
Send for review TeamMember
Team member moves finished work into in review; after the work is checked, the task moves to Complete.
- Makes review state and completion visible
- Updates Tasks, Task comments
Who does what
Roles and permissions- Team member
- Performs and records work; project manager handles plan changes; Guest contributes to invited tasks; Viewer reads progress.
Set up Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.