Planning Execution

Projects and Tasks

Use this process when a team needs to turn work into assigned tasks with visible progress and evidence.

Create a project

1. From the main dashboard, click Planning.
2. Click Projects.
3. Click New Project.
4. Enter the project name, description, owner, start date, due date, and priority.
5. Click Save.

Add or assign tasks

1. Open the project.
2. Click Tasks or Add Task.
3. Enter the task title and description.
4. Select the assignee.
5. Select due date, priority, and status.
6. Click Save Task.
7. For work that is not inside a project, click Direct Tasks and create the task from that page.

Update progress

1. Open Planning, then click My Tasks or Tasks.
2. Click the task row.
3. Change the status to In Progress, Blocked, Done, or the status used by the organization.
4. Add a comment explaining the update.
5. Attach or reference evidence where the screen allows it.
6. Click Save or Update.

Review execution

1. Open the project dashboard or task board.
2. Filter by assignee, status, priority, or due date.
3. Open delayed or blocked tasks first.
4. Review comments and evidence before marking work complete.
5. Use the newest activity to guide follow-up instead of relying only on verbal updates.

Keep task evidence close to the task. That makes handover, audit, and follow-up easier when several teams share one project.