Create a project with a clear scope
Create a project, set its planning dates and estimate, then reopen it to check the details.
Open lesson →About this path
Read the project, task and review guides as reference, then perform the final case once. Create or reuse separate production and delivery tasks, review the output and record recipient acceptance before completing the same project.
What you’ll learn
Customer-facing teams and delivery coordinators
- Deliver and close a scoped customer project
Lessons in this path
Create a task with a clear brief
Create a task, add a useful description and link it to the right project.
Open lesson →Review an output and record the decision
Review the exact output, save a useful comment and update the task to match the result.
Open lesson →Deliver the work and complete the project
Confirm the recipient has the agreed output, finish the related tasks and update the project separately.
Open lesson →Deliver and close a scoped customer project
Organise production and delivery as separate tasks, record the receiving decision and complete the project only when its scope is accepted.
Open lesson →The lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.