Project Today, Team Members & Roles, and Tasks

Use these forms to collect important information about your project.
The Project Today form answers the following questions.
  • Who is involved in this project?
  • How is the project progressing?
  • Is the project ready for the next phase?
The Team Members & Roles form answers the following questions.
  • Who are the members of this project's team?
  • What roles do they play on the team?
  • How does each member contribute to the success of the project?
  • How can I contact a team member?
The Tasks form answers the following questions.
  • Which tasks are in progress?
  • Which tasks are at risk?
  • Who is responsible for each task?
  • When did work on the task begin and end?
  • Which tasks have the highest priority?

How-to

The Project Today, Team Members & Roles, and Tasks forms are located under Management.
  • Complete each form as much as possible prior to the start of the project so that you can share this information at the project kick-off meeting.
  • Update the forms often throughout the project so that team members can be sure they have the latest information.
  • When information changes, update the forms immediately to keep all team members up-to-date.
  • When the project is complete, verify and finalize the data in the forms to create an accurate project archive.

For more information, go to Add and complete a form.

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