PROJECT-ASSISTANT DESKTOP

Identify Business and Personal Projects:

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

• Gather available documentation.

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

 

Add a Project:

• 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.

• The workflow's three-level work breakdown displays.

• Enter the team members.

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Document the Written Plan:

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

• Tailor the plan categories and begin documenting the plan.

• Describe the project for Jared, the AI coach, and ask for recommendations.

• Review, update, and share the plan frequently

 

Define Project Work:

• 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 short-interval task groups.

• Edit, add, describe, and assign tasks within the task groups.

• Ask Jared, the AI coach, for recommendations.

• Pin task groups to be scheduled.

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Schedule Task Groups:

• Pin not started task groups or tasks to be scheduled.

• Tap the timeline icon on the left navigation bar.

• Select a work period.

• Drag task groups to the desired calendar column.

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Do Project Work:

• Review and update the assigned tasks report.

• Ask Jared, the AI coach, for task guidance and recommendations.

• Do the assigned tasks.

• Update the task status.

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Monitor, Update, and Share Status:

• Review and update the assigned task report.

• Review and update the needs attention report.

• Reschedule by dragging task groups to calendar columns.

• Split task groups to reorganize the tasks.

• Review, update, add, describe, and assign deliverables, task groups, and tasks.

• Review, add, update, and share the written plan.

• Ask Jared, the AI coach, for recommendations.

• Review the completed tasks in the accomplishments report.

• Record and update the learnings.

 

​Formally Close the Project:

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

• Tailor the categories and enter the information.

• Review the learnings and identify improvements.

• Enter a project summary into Jared, the AI coach, and ask for an assessment.

• Share the closure report.

• Review the project and create a custom workflow for the next usage.

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