Goal: Overview for Sondermind on what the project tracking module entails.
Talking points
Demo
The project tracking module allows individual projects to have their own hub to track details of the project. We usually see teams create a hub per project, let’s see how it works.
ProductOS doc
We start out in the company wide ProductOS. This is where the central company roadmap or product launch cal lives. However for individual projects, you probably have more information you want to track such as granular tasks, or meeting notes.
hover over roadmap and product launch cal page list
click on team hub page
I’ll navigate over to the core product team hub in this demo. The great part is that it’s connect with the company roadmap, so that while the project team might just be working out of the project hub, they still can see the information in the company wide hub. Even better, they don’t have to leave their project hub to update progress.
Click on product team hub, click in the company roadmap page
Within the project hub, you can track tasks for each project with the task metadata being completely customizable. You also have the option to pull in tasks for Jira, Asana, or other task tracking tools.
Click on tasks page
Customize meetings to have agendas, meeting notes, & action items. You can even add automations to send out reminders before the meeting, or summaries after the meeting.
Click on meetings page
Finally, because the company wide information is integrated deeply into the project hub, any updates made here will reflect directly back in the company wide calendar & in the exec dashboard as well.
Update cross doc status slider
click on exec dashboard
With the project tracking module, your team can work in their own way, while making sure the rest of their stakeholders are up to date on their progress.
go back to team hub home page
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MODULE DETAILS
Feature
Description
Feature
Description
Project hub
A project specific hub that connects to the
with more details on the specific project.
Can create a hub per project
Tasks
Manage tasks for each projects. Task metadata is customizable and can include fields such as:
Assignee
Status
Details
Also option to integrate with Jira instead of a native Coda task list
Meetings
A space for all project related meetings including:
Agenda
Meeting notes
Action items
Integrated Status updates
Embed status updates from the Launch Calendar in project hub:
Two way sync to ensure updates made in project hub or launch calendar are always up to date
