Example: a company is developing a new online store. The project manager does the following.
- Create the project — Projects › Create new project; methodology Scrum, type IT development; a goal of 4–5 sentences; critical outputs line by line; attach the project brief as a PDF; Create project.
- Review the plan — View in the read-only view; correct the text in the Update content block if needed.
- Refine the tasks — add missing ones (Add or AI Generation), assign responsible people, dates and planned hours.
- Link the schedule — add dependencies and buffers in the Gantt chart, and review the Critical path.
- Add risks — at least the 3–5 main risks, each with a mitigation plan.
- Enter the budget — planned expenses in the Budget and expense lines block.
- Share with the team — Share project, Editor for the team, Viewer for leadership.
- Lock the baseline and add milestones for approval.
- Day-to-day work — the team moves cards on the Kanban board, marks tasks as done and comments.
- Weekly review — check Attention signals and generate a status summary; Business turn the meeting notes into actions.
- Reporting to leadership — export the document as PDF/DOCX; Business use the portfolio view.
- Closing — change the status to Completed, and later to Archived.