Project
Introduction
Anne • Your coach
Welcome to the project management department!
Become a project manager.
Find out:
- the stages of a project
- the tasks to be performed at each stage
- the distribution of tasks
- the management of deadlines
The launch of a new project is waiting for you,
let's go!
1. Create a project
Simon • Project Manager
To manage our tailor made projects, we need to set up a new project. Can you take care of that?
You
Of course! I'll open the Project app and create a new project called "Tailor made".
To keep things organized, I'll set up 4 stages that tasks will move through:
Stage 1 - New Requests
Stage 2 - Scheduled
Stage 3 - In Progress
Stage 4 - Done
This setup is called a Kanban view. In this exercice, the
columns are the steps and the tasks start in the left column to then move to the next ones. This view allows you to visualize at once the steps of a project and to easily identify the status of each task.
2. Create a task
Alice • Sales Department
Hi! I just got a call from Mr. Desmet. He would like to order a tailor made coat rack from us for his hall. Can you handle it?
You
Sure! I'll create a new task "Coat rack" in the New
Requests stage. I'll assign it to Arthur and add a description so that he knows what to do.
I'll also add Mr. Desmet as customer so that he can monitor the project’s progress.
Alice • Sales Department
Great, thank you! Could you also please set the deadline in 30 days? Our customer needs it as soon as possible.
You
For sure! I can also mark it as a priority using a star.
3. Manage activities
Simon • Project Manager
Arthur just finished the design of the coat rack. Can you contact Mr. Desmet to plan the installation?
You
Of course! First, I'll move the task to the stage In Progress and put a tag "Design ready".
Then, I'll send an email to the customer to ask him when he's free next week. I'll also schedule a follow-up email for next Monday, in case he hasn't replied already.
Finally, I'll leave a note to Arthur to remind him he should ask the customer to sign the work order before leaving.
Did you know?
This is called a Kanban view. In this exercise, the Kanban view represents a whiteboard with its steps and post-its. The columns are the steps and the tasks are the post-its.
The tasks start in the left column and then move to the next ones. This view allows you to visualize at once the steps of a project and to easily identify the status of each task.