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Project management

Project management

Organize project delivery with connected stories, tasks, team discussions and documents. Give everyone a clear place to follow the work.

When to use it

A practical example for your team

A delivery lead sets up a customer rollout, breaks the scope into stories and tasks, and keeps the launch discussion and working documents with the project.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

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How project management works

  1. 1

    Define the project

    Give the work a name, a purpose and a responsible team. Keep the project context accessible as the scope develops and more people contribute.

  2. 2

    Break down delivery

    Connect stories and tasks to the larger project. Use owners and work status to make the next steps visible to the people doing the work.

  3. 3

    Coordinate progress

    Bring project discussions, meetings and documents into the delivery workflow. Review the actual work items when a deadline, dependency or decision changes.

What to prepare for a walkthrough

Bring one project or service queue, the people responsible and the stages your team uses. We can discuss task views, sprint needs, service levels and duty coverage.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make project management work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.

Request a walkthrough