Project Today, Team Members & Roles, and Tasks
Use these forms to collect important information about your project.
Project Today answers the questions:
- Who is involved in this project?
- How is the project progressing?
- Is the project ready for the next phase?
Team Members & Roles answers the 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?
Tasks answers the 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?
| When to Use | Purpose |
|---|---|
| Pre-project | Set start dates. Plan and schedule the project kick-off. Collect information about the project and its team members. |
| Start of project | Schedule meetings. Create and assign tasks. Estimate due dates and set dates for phase gate reviews. Update team member information. |
| Mid-project | Schedule meetings. Create, assign, and monitor tasks. Evaluate due dates, project health, and project status. |
| End of project | Finalize project status and phase information. Close tasks. |
Data
This form has no data requirements because you use it only to collect and organize data.
Guidelines
- Complete as much of each form as possible prior to the project's start so you can share this information at the project kick-off.
- Update the forms often throughout the project so 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.
How-to
Under Management, double-click the form to open it in the workspace.
- In Project Today, enter information in the data fields and choose options from the drop-down lists.
- In Team Members & Roles, enter the names of those who play a role on the team. In the table, click the add button
, choose Create New Team Member, and enter the contact information. - In Tasks, click the add button , choose Create New Tasks, and enter information about the task. Click All Tasks Gantt Chart to see a graphical timeline of project tasks.
For more information, go to Insert and fill out a form.