Projects organise agreed work after a customer relationship or job is active.
How work is structured
- Project: the overall piece of work or delivery engagement.
- Milestone: a major phase, checkpoint, or delivery point inside the project.
- Task: a specific action assigned to someone with a status and due date.
Recommended setup
- Create milestones for larger phases such as discovery, build, review, and handover.
- Keep tasks small enough to assign, update, and complete.
- Use comments to keep project conversation close to the work.
- Upload files to the project so staff and customers can find them later.
Monitoring progress
- Review overdue tasks regularly.
- Use project status and milestone progress to spot delays early.
- Keep customers informed through the portal where appropriate.
Good to know: Milestones are best used as project phases, not as every small action.