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

1. Open the project detail page (delivery hub).
2. Create or update tasks with owners and clear statuses.
3. 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• If content looks out of date, check the project timeline and latest updates.

Related

• Getting started
• Features
• Use cases