Project-Assistant Help​​
![](https://static.wixstatic.com/media/f6fc14_82ed42d43bd14001b06b7eeff4af77e5~mv2.png/v1/crop/x_91,y_0,w_1691,h_1080/fill/w_529,h_339,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_82ed42d43bd14001b06b7eeff4af77e5~mv2.png)
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Videos
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Step-by-step guidance
Deliverable
Develop the habit of labeling deliverables as things, or nouns, it provides focus.
![](https://static.wixstatic.com/media/f6fc14_8ccdbf04449d4bada55a2403e46e0f87~mv2.png/v1/fill/w_971,h_100,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_8ccdbf04449d4bada55a2403e46e0f87~mv2.png)
Double tap a deliverable to open.
![2023-02-19 08_34_25-Window.png](https://static.wixstatic.com/media/f6fc14_a41f8921fd5c4536bf3f0c2647485013~mv2.png/v1/fill/w_964,h_363,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2008_34_25-Window.png)
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Deliverable Features:
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< Return to the scope page and edit the label.
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Assign priority and responsibility. (new members are added to the team)
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Status, % complete, and alerts (display only, changed at the tasks)
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Dates (display only, changed at the tasks)
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Describe the deliverable, tap outside of the text box to save changes
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Attach documents from the computer, webpage, or OneDrive
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Work packages, tap + on green bar to add work package, box = task, color = status
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Hides NOT STARTED and DONE that are not pinned, or show all
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Hide or show deliverable description, expands work packages
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Tap the 3 dots on the right of a work package bar:
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Open​ work package
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Rename work package
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Delete work package
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Cut work package, paste with data in another deliverable
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Copy work package, paste without data in another deliverable
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Copy work package, paste title into text box, email or word doc
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Convert work package to a deliverable
![](https://static.wixstatic.com/media/f6fc14_d72f3ebfee5d4117a8563390f503eb8b~mv2.png/v1/fill/w_118,h_209,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_d72f3ebfee5d4117a8563390f503eb8b~mv2.png)
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![2023-02-19 08_54_58-Window.png](https://static.wixstatic.com/media/f6fc14_7296d468b97345608729197ee78bef0f~mv2.png/v1/fill/w_957,h_366,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2008_54_58-Window.png)
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Work Package
Develop the habit of labeling work packages starting with a verb, it provides focus.
![](https://static.wixstatic.com/media/f6fc14_b5a46d84fd64474f817ebdb50f3348f2~mv2.png/v1/fill/w_219,h_142,al_c,q_85,enc_avif,quality_auto/f6fc14_b5a46d84fd64474f817ebdb50f3348f2~mv2.png)
Double tap a work package to open.
![2023-02-19 09_07_34-Window.png](https://static.wixstatic.com/media/f6fc14_8e8853413d914eeca7816cd5e883d8b8~mv2.png/v1/fill/w_964,h_356,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2009_07_34-Window.png)
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![2023-02-08 17_05_21-Project Assistant.png](https://static.wixstatic.com/media/f6fc14_25781adee5084053ab84e5f75788afe4~mv2.png/v1/fill/w_113,h_210,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-08%2017_05_21-Project%20Assistant.png)
Work Package Features:
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< Return to the scope page and edit the label.
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Assign priority and responsibility. (new members are added to the team)
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Status, % complete, and alerts (display only, changed at the tasks)
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Dates (display only, changed at the tasks)
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Describe the work package, tap outside of the text box to save changes
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Attach documents from the computer, webpage, or OneDrive
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Tasks, tap + on green bar to add tasks
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Hides NOT STARTED and DONE that are not pinned, or show all
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Hide or show work package description, expands tasks
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Tap the 3 dots on the right of a task bar:
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Open​ task
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Rename task
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Delete task
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Cut task, paste with data in another work package
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Copy task, paste without data in another work package
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Copy task, paste title into text box, email or word doc
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Convert task to a work package
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![2023-02-19 09_28_53-Window.png](https://static.wixstatic.com/media/f6fc14_c8ec7d3bae924149a5295b72b6b0def4~mv2.png/v1/fill/w_961,h_362,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2009_28_53-Window.png)
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Dashboard
The dashboard displays when you log in and provides access to:
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Projects List:
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Open
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Delete
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Copy
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Save as a Template (with the feature)
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OVERVIEW​:
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Project Name - Project ID​
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Template Used - Created By
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Sponsor - Timeline
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Project Manager
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TEAM - add and remove team members​
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​​
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Needs Attention:​
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OVERDUE​
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DUE TODAY
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DUE SOON
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DATE MISSING
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ME or TEAM
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Copy to clipboard
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![](https://static.wixstatic.com/media/f6fc14_46a7c582bbff4462a7b4e1a467d368f3~mv2.png/v1/fill/w_952,h_447,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_46a7c582bbff4462a7b4e1a467d368f3~mv2.png)
Tap a project bar once, the OVERVIEW button displays
![](https://static.wixstatic.com/media/f6fc14_9414268b64f645d8948bdbc7f82ee252~mv2.png/v1/fill/w_695,h_230,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_9414268b64f645d8948bdbc7f82ee252~mv2.png)
Tap the OVERVIEW button, a pop-up displays
![](https://static.wixstatic.com/media/f6fc14_fdc13065d7144bb9bd9374a0e10b3588~mv2.png/v1/fill/w_745,h_413,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_fdc13065d7144bb9bd9374a0e10b3588~mv2.png)
Enter and edit:
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Project Name
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Project ID
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(max 5 characters)
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Sponsor
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Project Manager
Display only:
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Template​
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Created by
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Timeline
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Rolled up from tasks > work packages > deliverables > project
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Tap TEAM button, a pop-up displays
![](https://static.wixstatic.com/media/f6fc14_d7dada2582d24e7590c7a2e434760c98~mv2.png/v1/fill/w_870,h_376,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_d7dada2582d24e7590c7a2e434760c98~mv2.png)
All team members have full access and edit capability:
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Add new members
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​Select and remove members
Needs Attention Report
![](https://static.wixstatic.com/media/f6fc14_55e7cdf60bac42bebe332ec89952d106~mv2.png/v1/fill/w_576,h_520,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_55e7cdf60bac42bebe332ec89952d106~mv2.png)
Copy to clipboard
OVERDUE​ DUE TODAY DUE SOON DATE MISSING ME TEAM
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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When all projects and personal commitments are entered, you will have a total daily to-do list.​​
Task
Develop the habit of labeling tasks starting with a verb, it provides focus.
![](https://static.wixstatic.com/media/f6fc14_520f7033569f4aabb67a2dad28ac214e~mv2.png/v1/fill/w_600,h_64,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_520f7033569f4aabb67a2dad28ac214e~mv2.png)
Double tap a task bar to open
![2023-02-19 09_38_42-Window.png](https://static.wixstatic.com/media/f6fc14_a9a3a2204a5648f196cda1d5601e5a75~mv2.png/v1/fill/w_952,h_342,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2009_38_42-Window.png)
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Task Features:
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< Return to the work package page and edit the label.
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Assign priority and responsibility. (new members are added to the team)
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Select status
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Dates are linked to status, Expected Start, Actual Start, Expected End, and Actual End
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Describe the task, tap outside of the text box to save changes
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Attach documents from the computer, webpage, or OneDrive
Schedule
Tap the schedule icon on the left navigation bar.
![](https://static.wixstatic.com/media/f6fc14_3d22173460f64259a3448e673a602061~mv2.png/v1/fill/w_951,h_377,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_3d22173460f64259a3448e673a602061~mv2.png)
Using the Schedule:
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Use the buttons at the top to select the information you need.
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The buttons on the right act in combination with the buttons on the left.
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Select the ME button to display items assigned to the account holder
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Un-select the ME button to display items assigned to the any team member
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Monitor and update the schedule, daily.
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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Getting Started
Step 1. Learn Project-Assistant's Features
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Log in, and the dashboard displays
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Watch the short videos describing each page
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Use our sample project to learn features
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Do a few test projects
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Enter and assign deliverables, work packages, and tasks
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Play, try all the features
Step 2. Send questions and comments
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Email stephen@project-assistant.com
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Free Product Review (Zoom)
Step 3. Deliver Successful Projects In Six Steps
1. Start projects with smart templates.
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2. Build projects within our three-level framework.
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3. Follow the template's project management suggestions.
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4. Customize the template's project management suggestions.
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5. Define, assign, schedule, and create the solution deliverables.
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Team
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You can share your project with as many people as you want.
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All team members have full edit capability.
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There are three ways to add and two to remove people from a project team.
1. Tap a project bar once, the OVERVIEW button displays
![](https://static.wixstatic.com/media/f6fc14_9414268b64f645d8948bdbc7f82ee252~mv2.png/v1/fill/w_695,h_230,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_9414268b64f645d8948bdbc7f82ee252~mv2.png)
Tap the OVERVIEW button, a pop-up displays
![](https://static.wixstatic.com/media/f6fc14_fdc13065d7144bb9bd9374a0e10b3588~mv2.png/v1/fill/w_745,h_413,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_fdc13065d7144bb9bd9374a0e10b3588~mv2.png)
Tap the TEAM button, a pop-up displays
![](https://static.wixstatic.com/media/f6fc14_d7dada2582d24e7590c7a2e434760c98~mv2.png/v1/fill/w_870,h_376,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_d7dada2582d24e7590c7a2e434760c98~mv2.png)
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Add new members
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​Select and remove members
2. Tap the TEAM button at the top right of the project scope page.
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The pop-up above will display to add or remove team members.
![](https://static.wixstatic.com/media/f6fc14_36f117ad6329445daaf5db37e51ace0d~mv2.png/v1/fill/w_958,h_271,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_36f117ad6329445daaf5db37e51ace0d~mv2.png)
3. Selecting Assigned To for a deliverable, work package, or task opens the pop-up on the right.
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Select an existing team member or tap Add new team member and enter their email.
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The new member will be added to the team list above and have access to the project.
![](https://static.wixstatic.com/media/f6fc14_626c47a35b7a43939e476916e38748bb~mv2.png/v1/fill/w_493,h_448,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_626c47a35b7a43939e476916e38748bb~mv2.png)
![](https://static.wixstatic.com/media/f6fc14_c689eb1e005a4ea780f8103b942ce698~mv2.png/v1/fill/w_320,h_487,al_c,q_85,enc_avif,quality_auto/f6fc14_c689eb1e005a4ea780f8103b942ce698~mv2.png)
1. Start projects with smart templates
![](https://static.wixstatic.com/media/f6fc14_9c0bf556af5a4e8690aab1a6d2fa3cf9~mv2.png/v1/fill/w_352,h_142,al_c,q_85,enc_avif,quality_auto/f6fc14_9c0bf556af5a4e8690aab1a6d2fa3cf9~mv2.png)
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Select the template and follow the prompts
![Screenshot 2023-01-23 at 11.15.10 AM.png](https://static.wixstatic.com/media/f6fc14_bce163c379364abc9552a7401e73d9a2~mv2.png/v1/fill/w_580,h_323,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Screenshot%202023-01-23%20at%2011_15_10%20AM.png)
2. Build projects within our three-level framework
![2023-02-13 12_46_52-Project Assistant.png](https://static.wixstatic.com/media/f6fc14_9ca4dad0abdf4da5a79bf3260b50d3bf~mv2.png/v1/fill/w_954,h_413,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-13%2012_46_52-Project%20Assistant.png)
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Solution deliverables are what the project delivers. Its work packages and tasks create the deliverable
![](https://static.wixstatic.com/media/f6fc14_08c6b20a05bb4270a3a21576f7ce488b~mv2.png/v1/fill/w_323,h_434,al_c,q_85,enc_avif,quality_auto/f6fc14_08c6b20a05bb4270a3a21576f7ce488b~mv2.png)
![](https://static.wixstatic.com/media/f6fc14_be65be61b0f94b4ba52ace28652984d1~mv2.png/v1/fill/w_501,h_179,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_be65be61b0f94b4ba52ace28652984d1~mv2.png)
![](https://static.wixstatic.com/media/f6fc14_c03720ea36db4f6ba925fc69d1975352~mv2.png/v1/fill/w_256,h_577,al_c,lg_1,q_85,enc_avif,quality_auto/f6fc14_c03720ea36db4f6ba925fc69d1975352~mv2.png)
![2022-12-12 13_17_54-Window.png](https://static.wixstatic.com/media/f6fc14_b87c924e07fd45cd8601f6530f9683d2~mv2.png/v1/fill/w_500,h_193,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2022-12-12%2013_17_54-Window.png)
3. Follow the template's project management suggestions
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Enhance your plan by asking ChatGPT for help.
![](https://static.wixstatic.com/media/f6fc14_ed0a54be3d494d24810020f3f4378ec5~mv2.png/v1/fill/w_269,h_183,al_c,q_85,enc_avif,quality_auto/f6fc14_ed0a54be3d494d24810020f3f4378ec5~mv2.png)
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The first four are displayed on the right.
![](https://static.wixstatic.com/media/f6fc14_541b3a7a932b48a3b089d7d3d351cce8~mv2.png/v1/fill/w_272,h_142,al_c,q_85,enc_avif,quality_auto/f6fc14_541b3a7a932b48a3b089d7d3d351cce8~mv2.png)
![](https://static.wixstatic.com/media/f6fc14_a23b3630333c47d48fb7aa07783fcaa0~mv2.png/v1/fill/w_268,h_162,al_c,q_85,enc_avif,quality_auto/f6fc14_a23b3630333c47d48fb7aa07783fcaa0~mv2.png)
![](https://static.wixstatic.com/media/f6fc14_e2296b4e20594b739a2bc5d1041a2d9e~mv2.png/v1/fill/w_269,h_161,al_c,q_85,enc_avif,quality_auto/f6fc14_e2296b4e20594b739a2bc5d1041a2d9e~mv2.png)
4. Customize the template's project management suggestions
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Common customization includes:
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Stakeholder management​
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Budget
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Risk management
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Metrics
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Reporting
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Communication
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Etc.
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5. Define, assign, schedule, and create the solution deliverables
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Describe, and assign solution deliverables, work packages, and tasks.​​
![2023-02-13 12_19_31-Project Assistant.png](https://static.wixstatic.com/media/f6fc14_28a805fbc9914d0ebabda268823c737d~mv2.png/v1/fill/w_957,h_427,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-13%2012_19_31-Project%20Assistant.png)
Used Grant Proposal template -- Implement multiple deliverables in parallel
![](https://static.wixstatic.com/media/f6fc14_ac4e230110d44abe985f80baa5976e87~mv2.png/v1/fill/w_901,h_341,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_ac4e230110d44abe985f80baa5976e87~mv2.png)
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Describe the task
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Assign the task
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Change the status to IN PROGRESS, verify Actual Start Date
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Perform the task and enter the Expected End Date
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Verify the Actual End Date
6. Review and Update All Projects Daily
OVERDUE​ DUE TODAY DUE SOON DATE MISSING ME TEAM
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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When all projects and personal commitments are entered, you will have a total daily to-do list.​​
![](https://static.wixstatic.com/media/f6fc14_55e7cdf60bac42bebe332ec89952d106~mv2.png/v1/fill/w_576,h_520,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_55e7cdf60bac42bebe332ec89952d106~mv2.png)
Navigation Bars
![](https://static.wixstatic.com/media/f6fc14_c2e5a6b71bc94c6db3932df9885bcad0~mv2.png/v1/fill/w_954,h_43,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_c2e5a6b71bc94c6db3932df9885bcad0~mv2.png)
Dashboard
Project Name (% Complete)
Help
Account
![2023-02-19 07_39_28-Window.png](https://static.wixstatic.com/media/f6fc14_32000d50343c4d07961b88c5d9490bc5~mv2.png/v1/fill/w_42,h_294,al_c,lg_1,q_85,enc_avif,quality_auto/2023-02-19%2007_39_28-Window.png)
Three-Level Plan
Written Plan, Accomplishments, Learnings
Daily Update
Schedule
Needs Attention
The Needs Attention report is displayed on the right side of the dashboard.
![](https://static.wixstatic.com/media/f6fc14_55e7cdf60bac42bebe332ec89952d106~mv2.png/v1/fill/w_576,h_521,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_55e7cdf60bac42bebe332ec89952d106~mv2.png)
Using the Report:
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Use the buttons at the top to select the information you need.
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Select the ME button to display items assigned to the account holder
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Un-select the ME button to display items assigned to the any team member
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Monitor and update this report, daily.
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When all projects and personal commitments are entered, you will have a powerful tool for managing all commitments.
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Items are listed hierarchically:
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(Project)​
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(Deliverable)​
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(Work Package)​ - Tap an item's link to go to the item
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(Task) - Tap tasks to update dates​
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Add New Project
![](https://static.wixstatic.com/media/f6fc14_9c0bf556af5a4e8690aab1a6d2fa3cf9~mv2.png/v1/fill/w_352,h_142,al_c,q_85,enc_avif,quality_auto/f6fc14_9c0bf556af5a4e8690aab1a6d2fa3cf9~mv2.png)
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Select the template and follow the prompts
![Screenshot 2023-01-23 at 11.15.10 AM.png](https://static.wixstatic.com/media/f6fc14_bce163c379364abc9552a7401e73d9a2~mv2.png/v1/fill/w_580,h_323,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Screenshot%202023-01-23%20at%2011_15_10%20AM.png)
Projects
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Create change
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Modify existing things
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Create things that didn't exist
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Have a beginning and an end
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Produce deliverables (things or nouns)
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Should have goals and are time-bound
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Typically include multiple deliverables
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Change human and or machine behavior
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Humans and machines collaborate on doing projects
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Some intelligent machines do projects this will expend
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All organizations do a limited # of repeatable project types
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All humans over the age of eight that are active do projects​
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Project Templates:
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Check the Starter Templates tab
Custom Templates
Three-Level Framework
Project
1. Deliverable
2. Work Package
3. Task
![2023-02-19 08_13_04-Window.png](https://static.wixstatic.com/media/f6fc14_e3fc84a70c64456d9021b6460a0c06d0~mv2.png/v1/fill/w_962,h_413,al_c,q_90,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2008_13_04-Window.png)
![](https://static.wixstatic.com/media/f6fc14_c03720ea36db4f6ba925fc69d1975352~mv2.png/v1/fill/w_256,h_577,al_c,lg_1,q_85,enc_avif,quality_auto/f6fc14_c03720ea36db4f6ba925fc69d1975352~mv2.png)
![2022-12-12 13_17_54-Window.png](https://static.wixstatic.com/media/f6fc14_b87c924e07fd45cd8601f6530f9683d2~mv2.png/v1/fill/w_500,h_193,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2022-12-12%2013_17_54-Window.png)
Attach Documents
Attach Documents To:
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Projects
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Deliverables
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Work Packages
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Tasks
![2023-02-19 09_38_42-Window.png](https://static.wixstatic.com/media/f6fc14_a9a3a2204a5648f196cda1d5601e5a75~mv2.png/v1/fill/w_958,h_344,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/2023-02-19%2009_38_42-Window.png)
Tap the paperclip to attach documents
![](https://static.wixstatic.com/media/f6fc14_c042f86f7c66454a8abf7c99f64940e4~mv2.png/v1/fill/w_951,h_344,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_c042f86f7c66454a8abf7c99f64940e4~mv2.png)
Tap the + button to add an attachment
The attachments screen opens
![](https://static.wixstatic.com/media/f6fc14_35937c1f428e4d6aa58169b6881c8c63~mv2.png/v1/fill/w_662,h_485,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_35937c1f428e4d6aa58169b6881c8c63~mv2.png)
Select the source and the document
![](https://static.wixstatic.com/media/f6fc14_b226b067a6c041718214e3ad988c9d78~mv2.png/v1/fill/w_963,h_343,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_b226b067a6c041718214e3ad988c9d78~mv2.png)
The document is added to the list
Tap to close the screen
![](https://static.wixstatic.com/media/f6fc14_791a7dafa0de46f2a9a3f09a794d8144~mv2.png/v1/fill/w_946,h_343,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/f6fc14_791a7dafa0de46f2a9a3f09a794d8144~mv2.png)