Define the project
Create a recognizable project name in Project Management. Establish the outcome and the team responsible for delivering it before creating the individual tasks.
Headquarters / Work
Give delivery a clear structure.
A shared plan for owners and contributors
Project leads need to see the next action, contributors need enough detail to begin, and reviewers need a clear definition of done. Headquarters brings boards, tickets, and project time into the same workspace so those conversations have concrete work to refer to.
Use a board to organize the delivery workflow. Use Project Management to maintain the projects available for time allocation and to review project analytics. Agree on consistent names across these views so the team can recognize the same initiative.
Move from scope to reviewed work
Organize the board
Choose workflow columns that reflect how the team works. Create tickets with a useful description, priority, assignees, and acceptance criteria. Move and reorder tickets as their status changes.
Keep decisions available
Resolve questions in chat and keep enduring decisions in Documentation. Add relevant context to the ticket so an assignee can pick up the work without repeating the discussion.
Review progress and effort
Review the board for delivery state. In Project Management analytics, inspect finalized tracked time and live activity separately, with project, person, and date filters for the history table.
Example: a customer onboarding update
A delivery lead organizes tickets for the welcome message, setup instructions, and review checklist on an onboarding board. Each ticket has an assignee and a reviewable outcome. Contributors select the onboarding project when tracking time and describe the work they are doing.
At review, the board shows which tasks reached the agreed completion stage. Project analytics adds context about recorded effort. The lead uses both views to plan the next increment and places the approved setup instructions in Documentation.
Access and connected capabilities
Your organization must enable the relevant Work capabilities and grant members the permissions they need. Project creation and editing require project management access; project analytics also requires Time Tracker access. Board and ticket actions follow their own permissions.
AI ticket improvement can help clarify tasks through a reviewed proposal. Time Tracker records project allocations. Finance adds employee and spending context for people with access to those records.
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