Create a project and assign the team
Use projects as the delivery hub: configure the project, assign team members, and set expectations for portal visibility.
Prerequisites
- A project created
- Team members assigned (as needed)
Steps
- Open the project detail page (delivery hub).
- Create or update tasks with owners and clear statuses.
- Use timeline/activity to support progress reporting.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If you can’t find a page/action, confirm your role permissions.
- If content looks out of date, check the project timeline and latest updates.
