top of page

Experiment:

  • With the Preloaded Sample Project

Use Our Free Startup Services:

  • Unlimited Zoom coaching

  • Unlimited email support

  • Three custom project workflows

Start with a solution

Plan and meet all your commitments using a desktop, laptop, or tablet:

Identify Your Business and Personal Commitments:

  • Identify all current and potential projects, personal commitments, and appointments.

  • Gather available documentation.

  • Determine your business project types and commitments:

    • New product launch, process improvement, business plan, marketing plan, grant application, employee onboarding, marketing calendar, grant application, website updates, new product or service development, facility upgrades, etc.

  • Determine your personal project types and commitments:

    • Vacation, renovation, residence move, appointments, family, friends, daily living, finances, holiday decorations, purchases, etc.

  • Identify the first project to enter into Project-Assistant.

  • Add all personal and professional commitments.

 

Add a Project or Commitment - Dashboard:

  • Scroll to the top left and tap the Home icon to open the dashboard.

  • Tap the + button to the right of the word Projects.

  • Select a workflow and follow the prompts.

 

Document the Plan - Plan:

  • Tap the plan icon on the top left of the navigation bar.

  • Tailor the plan categories and begin documenting the plan

  • Enter the information into ChatGPT and ask for recommendations.

  • Review and share the plan frequently

 

Define the Work - Work Breakdown:

  • Tap the Work Breakdown icon on the left navigation bar.

  • Tap an element to select, and double-tap to open.

  • Edit, add, describe, and assign deliverables

  • Edit, add, describe, and assign the task groups required to produce the deliverables.

  • Edit, add, describe, and assign tasks to do the work packages.

  • Pin task groups to be scheduled.

Schedule the Task Groups - Timeline:

  • Tap the Timeline icon on the left navigation bar.

  • Select a work period.

  • Drag task groups to the appropriate calendar column.

 

Monitor, Update, and Share the Status:

  • Needs Attention report on the dashboard - Monitor, tap links, and update.

  • Timeline - Drag task groups to calendar columns.

  • Work Breakdown - Update, add, describe, and assign.

  • Plan - Update, add, and edit.

  • Schedule - Monitor and share the reports.

 

​Formally Close the Effort:

  • Tap the plan icon and tap the close project button.

  • Tailor the categories and enter the information.

  • Review the learnings and identify improvements.

  • Enter key information into ChatGPT and ask it to create the project closure report.

  • Share the closure report.

Roadmap.png
Don't have time to change
Young stressed secretary in the office overwhelmed by work and desk full of files, her bos

Too busy to change what you're doing?

We'll do the first step for free:

  • Send us any documentation you have on a project, and we'll enter it.

  • Review what we entered into your free account.

  • Take it from there by doing steps two through six.

  • If you want, we'll continue to offer free suggestions in bite-size steps. 

Beginners learn as they use

Learn best practices

  • Best practices become the norm.

  • Teams know what needs to be done.​

  • Missed commitments are reduced.

  • Fewer meetings are held.

  • Project results improve.

  • Beginners are transformed into experts.

Woman on remote work or online education, using laptop computer, making  notes, indoors at
bottom of page