Manage a Project

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Project Summary

Start your project right


Concise explanation of the idea (ideally include a rough sketch)


How does this initiative tie to broader team or company goals (also see this related )?


What's the underlying problem we've observed? Key examples to demonstrate?
How will this create value for our customers?

User-based job or tasks

What should customer be able to do when this initiative is 'done?'
What job do we think we're solving?


Can we validate or benchmark early in the process?
How are you going to test that we've enabled the user to do X?


What are the related goals we could do but are not going to?

Time & Budget

How long will this take? What resources will this take?


Who are the people in the company that you should look to for guidance or feedback?
How will you engage them in what you're building?

Pro Tricks

Cover photo: scroll up and hover over the top of the doc to click
Image 2020-04-17 at 9.58.35 PM.png
Comments: Select some text and click
Image 2020-04-17 at 10.03.46 PM.png
in the toolbar to add a comment
Pulse check: Get a quick pulse check on any writeup or meeting by typing /sentiment and adding a "Team Sentiment Tracker"
Topic voting: presenting this summary in a meeting? Type /topic voting to ask attendees to submit and vote on topics to discuss
Done reading: type /read to insert an "I've read it" button.

🐇 Go down the rabbit hole

New columns: Try adding a "Due date" to the Action Items table
My action items: copy and paste the Action Items table to get a new
of that table, then the view to just the action items assigned to you

Keyboard shortcuts
Try hitting space after these characters to see some magic
[ ] → checkbox (try below, and remember to put a space between the brackets)

* bulleted list

## medium header

:smile: emoji

ctrl + / (Mac) or ctrl +shift + / (windows) see all shortcuts

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