GUIDE

Processes, projects and delivery

Design the company operating model, launch projects, plan work and understand delivery health.

11 ARTICLES

Explore processes, projects and delivery

01
Calendar: plan work across projects and companies

Choose company and project scope, switch calendar views, filter event types and control whether completed tasks appear.

6 min · Company owners, managers and project participants
02
Design your company with Business Architect

Build a standards-aligned operating model and connect ongoing processes to real teams, projects and evidence.

14 min · Founders, company leaders and operations owners
03
Create a project and choose its operating model

Start from the right application, configure team delivery defaults and create a project with the right dates, participants and commercial rules.

18 min · Clients, partners and project owners
04
Manage the project team and specialist hours

Understand who joins an active project, who confirms a new specialist or allocation change, and when hours affect capacity, cost and delivery.

14 min · Clients, partners and project specialists
05
Collect a client brief and schedule the meeting

Send an adaptive Brief Master link, collect the client’s answers and schedule a meeting from real calendar availability without configuring slots by hand.

9 min · Project owners and clients
06
Work in Project Workspace

Run daily delivery from one task record: plan work, assign specialists, connect dependencies, review agent results and keep collaboration in context.

18 min · Project participants
07
Plan with Project Architect

Generate, edit, staff, analyze and activate a dependency-aware delivery plan from a real project brief.

18 min · Project owners and delivery leads
08
Map work in Creative Canvas

Turn ideas, decisions, risks and tasks into a shared visual map connected to real project delivery.

15 min · Project teams
09
Read Project Analytics and Project pulse

Read progress, schedule, workload, financial and collaboration signals, then turn them into concrete project actions.

16 min · Project participants and owners
10
Create proposals and reports in Keynote Studio

Use a project source for commercial proposals or delivery reports, select periods and style, then save and export the presentation.

6 min · Authorized project managers and company teams
11
Use project and team chats

Link a task, choose emoji, edit recent messages and understand the same chat controls before and after project launch.

4 min · Project participants