How This Works
A practical guide for managing intake, projects, and tasks without the noise.
Your Role View
This page adapts to what matters most for each role.
If You Only Do 3 Things
Clear blockers first
Check Needs Attention and remove roadblocks.
Update work in progress
Refresh project status and add notes at least weekly.
Finish what’s due
Use My Tasks to complete items due this week.
Daily Workflow (3 Minutes)
Use this as your daily operating rhythm. It keeps triage, work, and updates moving without extra meetings.
Open Needs Attention
Scan Critical / At Risk / Stale items. Resolve blockers first.
Review My Tasks
Confirm what’s due today or this week. Complete or update tasks as you go.
Update Projects
Refresh project status/notes at least weekly. Mark blockers clearly and log decisions.
Quick Links
Jump straight to your most common actions.
Status Definitions
Work is progressing as planned. No issues or concerns.
There's a potential issue that could impact timeline or delivery. Needs monitoring.
Work cannot proceed due to a dependency or issue. Requires escalation.
Item is approaching or past its deadline.
No updates in 7+ days. Needs a status refresh.
Key Concepts
Projects
Approved work with scope, owner, and due dates. Shows health and outcomes.
Workstreams
Major tracks of work within a project. Use for large parallel efforts.
Tasks
Small, concrete actions. These drive daily execution.
Decisions
Choices that must be made with an owner and due date.
Ongoing Work
Recurring responsibilities that don’t fit project timelines.
Intake
Front door for all new work. Use before a project is approved.
Frequently Asked Questions
How often should I update my project status?
Weekly updates are expected every Friday. You'll receive a reminder email.
What do I do if my project is blocked?
Update the status to Blocked, add a clear description of the blocker, and use the Escalate button to notify leadership.
How do I request a new project?
Go to Intake and click "New Project" to submit a request. It will be reviewed by leadership.
Who can see my updates?
Project updates are visible to all team members and leadership. Task details are visible to project team members.