Project-Assistant Help​​
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Videos
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Step-by-step guidance
Deliverable
Develop the habit of labeling deliverables as things, or nouns, it provides focus.
Double tap a deliverable to open.
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Deliverable Features:
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< Return to the scope page and edit the label.
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Assign priority and responsibility. (new members are added to the team)
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Status, % complete, and alerts (display only, changed at the tasks)
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Dates (display only, changed at the tasks)
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Describe the deliverable, tap outside of the text box to save changes
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Attach documents from the computer, webpage, or OneDrive
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Work packages, tap + on green bar to add work package, box = task, color = status
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Hides NOT STARTED and DONE that are not pinned, or show all
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Hide or show deliverable description, expands work packages
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Tap the 3 dots on the right of a work package bar:
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Open​ work package
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Rename work package
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Delete work package
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Cut work package, paste with data in another deliverable
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Copy work package, paste without data in another deliverable
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Copy work package, paste title into text box, email or word doc
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Convert work package to a deliverable
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Work Package
Develop the habit of labeling work packages starting with a verb, it provides focus.
Double tap a work package to open.
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Work Package Features:
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< Return to the scope page and edit the label.
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Assign priority and responsibility. (new members are added to the team)
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Status, % complete, and alerts (display only, changed at the tasks)
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Dates (display only, changed at the tasks)
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Describe the work package, tap outside of the text box to save changes
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Attach documents from the computer, webpage, or OneDrive
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Tasks, tap + on green bar to add tasks
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Hides NOT STARTED and DONE that are not pinned, or show all
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Hide or show work package description, expands tasks
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Tap the 3 dots on the right of a task bar:
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Open​ task
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Rename task
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Delete task
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Cut task, paste with data in another work package
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Copy task, paste without data in another work package
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Copy task, paste title into text box, email or word doc
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Convert task to a work package
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Dashboard
The dashboard displays when you log in and provides access to:
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Projects List:
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Open
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Delete
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Copy
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Save as a Template (with the feature)
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OVERVIEW​:
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Project Name - Project ID​
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Template Used - Created By
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Sponsor - Timeline
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Project Manager
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TEAM - add and remove team members​
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Needs Attention:​
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OVERDUE​
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DUE TODAY
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DUE SOON
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DATE MISSING
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ME or TEAM
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Copy to clipboard
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Tap a project bar once, the OVERVIEW button displays
Tap the OVERVIEW button, a pop-up displays
Enter and edit:
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Project Name
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Project ID
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(max 5 characters)
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Sponsor
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Project Manager
Display only:
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Template​
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Created by
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Timeline
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Rolled up from tasks > work packages > deliverables > project
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Tap TEAM button, a pop-up displays
All team members have full access and edit capability:
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Add new members
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​Select and remove members
Needs Attention Report
Copy to clipboard
OVERDUE​ DUE TODAY DUE SOON DATE MISSING ME TEAM
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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When all projects and personal commitments are entered, you will have a total daily to-do list.​​
Task
Develop the habit of labeling tasks starting with a verb, it provides focus.
Double tap a task bar to open
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Task Features:
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< Return to the work package page and edit the label.
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Assign priority and responsibility. (new members are added to the team)
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Select status
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Dates are linked to status, Expected Start, Actual Start, Expected End, and Actual End
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Describe the task, tap outside of the text box to save changes
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Attach documents from the computer, webpage, or OneDrive
Schedule
Tap the schedule icon on the left navigation bar.
Using the Schedule:
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Use the buttons at the top to select the information you need.
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The buttons on the right act in combination with the buttons on the left.
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Select the ME button to display items assigned to the account holder
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Un-select the ME button to display items assigned to the any team member
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Monitor and update the schedule, daily.
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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Getting Started
Step 1. Learn Project-Assistant's Features
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Log in, and the dashboard displays
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Watch the short videos describing each page
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Use our sample project to learn features
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Do a few test projects
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Enter and assign deliverables, work packages, and tasks
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Play, try all the features
Step 2. Send questions and comments
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Email stephen@project-assistant.com
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Free Product Review (Zoom)
Step 3. Deliver Successful Projects In Six Steps
1. Start projects with smart templates.
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2. Build projects within our three-level framework.
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3. Follow the template's project management suggestions.
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4. Customize the template's project management suggestions.
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5. Define, assign, schedule, and create the solution deliverables.
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Team
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You can share your project with as many people as you want.
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All team members have full edit capability.
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There are three ways to add and two to remove people from a project team.
1. Tap a project bar once, the OVERVIEW button displays
Tap the OVERVIEW button, a pop-up displays
Tap the TEAM button, a pop-up displays
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Add new members
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​Select and remove members
2. Tap the TEAM button at the top right of the project scope page.
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The pop-up above will display to add or remove team members.
3. Selecting Assigned To for a deliverable, work package, or task opens the pop-up on the right.
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Select an existing team member or tap Add new team member and enter their email.
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The new member will be added to the team list above and have access to the project.
1. Start projects with smart templates
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Select the template and follow the prompts
2. Build projects within our three-level framework
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Solution deliverables are what the project delivers. Its work packages and tasks create the deliverable
3. Follow the template's project management suggestions
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Enhance your plan by asking ChatGPT for help.
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The first four are displayed on the right.
4. Customize the template's project management suggestions
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Common customization includes:
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Stakeholder management​
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Budget
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Risk management
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Metrics
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Reporting
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Communication
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Etc.
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5. Define, assign, schedule, and create the solution deliverables
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Describe, and assign solution deliverables, work packages, and tasks.​​
Used Grant Proposal template -- Implement multiple deliverables in parallel
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Describe the task
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Assign the task
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Change the status to IN PROGRESS, verify Actual Start Date
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Perform the task and enter the Expected End Date
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Verify the Actual End Date
6. Review and Update All Projects Daily
OVERDUE​ DUE TODAY DUE SOON DATE MISSING ME TEAM
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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When all projects and personal commitments are entered, you will have a total daily to-do list.​​
Navigation Bars
Dashboard
Project Name (% Complete)
Help
Account
Three-Level Plan
Written Plan, Accomplishments, Learnings
Daily Update
Schedule
Needs Attention
The Needs Attention report is displayed on the right side of the dashboard.
Using the Report:
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Use the buttons at the top to select the information you need.
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Select the ME button to display items assigned to the account holder
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Un-select the ME button to display items assigned to the any team member
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Monitor and update this report, daily.
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When all projects and personal commitments are entered, you will have a powerful tool for managing all commitments.
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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Add New Project
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Select the template and follow the prompts
Projects
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Create change
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Modify existing things
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Create things that didn't exist
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Have a beginning and an end
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Produce deliverables (things or nouns)
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Should have goals and are time-bound
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Typically include multiple deliverables
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Change human and or machine behavior
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Humans and machines collaborate on doing projects
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Some intelligent machines do projects this will expend
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All organizations do a limited # of repeatable project types
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All humans over the age of eight that are active do projects​
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Project Templates:
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Check the Starter Templates tab
Custom Templates
Three-Level Framework
Project
1. Deliverable
2. Work Package
3. Task
Attach Documents
Attach Documents To:
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Projects
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Deliverables
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Work Packages
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Tasks
Tap the paperclip to attach documents
Tap the + button to add an attachment
The attachments screen opens
Select the source and the document
The document is added to the list
Tap to close the screen
