Project Lifecycle Workflow

Planning

• Create the project with dates, budget, and description
• Add team members and assign roles
• Set up milestones for key deliverables
• Create tasks with dependencies for the work plan
• Review the Gantt Chart for scheduling

Execution

• Team works on tasks, moving them across the Kanban board
• Track time against each task
• Use messaging and task comments for collaboration
• Upload files and deliverables
• Monitor progress on the dashboard

Monitoring

• Review budget vs actual costs
• Check task completion rates and overdue items
• Use the Gantt chart to track schedule drift
• Hold team check-ins via group chat or comments

Delivery

• Complete all tasks and milestones
• Review final deliverables with the client
• Mark the project status as Completed

Closeout

• Generate invoices from tracked time
• Record payments
• Review time analytics for lessons learned
• Archive the project