All resourcesGuides
Keep project work connected
Bring project tasks, supporting records and decisions together.
Project work needs more than a conversation record. Keep the tasks, supporting files and decisions organised so the next person can understand what needs to happen.
1
Set up the work
Create a project and define the tasks needed to move it forward.
2
Make responsibilities clear
Add owners, priorities and due dates where appropriate.
3
Keep supporting records
Save notes and documents in your library, grouped around the project.
4
Capture useful conversations
When a meeting is needed, review its summary and actions before sharing the record.
What this helps you do
- Make responsibilities visible
- Keep the reasons behind decisions available
- Review outstanding work