Follow the Prompts

Information not entered now can be entered at any time by tapping a project bar once and then the OVERVIEW button.


  • Enter the project name.

  • Tap NEXT at the lower right corner of the pop-up.

  • The project sponsor and project manager pop-up will display.

  • Select or enter the sponsor and project manager now or later.

  • The emails entered will gain access to the project.

  • Tap NEXT at the lower right corner of the pop-up.

  • The goals & objectives pop-up will display.



  • Enter the project's goals & objectives now or later.

  • The project timeline will display.

  • When task dates are entered, they will be rolled up.

  • Tap DONE at the bottom right of the pop-up.

  • The project scope page will display.

Next: Record the Plan