Workflows & examples

Launching a project

1. Create the project with dates, owner, and budget.
2. Build the Gantt schedule with milestones and dependencies.
3. Assign resources and check workload for overloads.
4. Log risks and begin executing tasks on the board.

Daily execution

1. Open My Tasks to see what is due today.
2. Move tasks across the board as work progresses.
3. Log time so project budget actuals stay current.

Portfolio review

1. Open the Portfolio dashboard for cross-project health.
2. Drill into any at-risk project’s budget and risk register.
3. Rebalance resources via the Workload and Capacity views.