Audience: Customer
Module: Projects
Time to complete: 10–15 minutes
Applies to: All plans
Quick answer
A project should have a clear objective, defined scope, and agreed timeline before work begins.
Step-by-step
1. Create a new project name the project clearly based on its outcome.
2. Define the project objective what must this project achieve?
3. Set start and end dates these provide boundaries and urgency.
4. Link the project to strategy or CRM (if applicable)This ensures alignment with goals or client commitments.
5. Assign a project owner one person must be accountable.
What you should see
A project with:
• Clear purpose
• Ownership
• Timeline
Common mistakes
• Vague project names
• No defined owner
Best practice
If you cannot explain the project in one sentence, it is not ready.
Related articles
• How do I manage tasks, timelines, and responsibilities?
• How do Projects connect to CRM?