Work: Projects, Tasks & Delivery

Lessons

Lessons

1. 1.

   Companies in WorkBOS: Structuring Multi-Entity Businesses

   What a Company is, when to use several, and how it separates books and reporting.

   7 min
2. 2.

   Portfolios: Grouping Projects for Programme Reporting

   Building a portfolio, rolling up budget and health across projects.

   6 min
3. 3.

   Projects Deep Dive: Setup, Phases, Budget & Health

   Creating a project, phases, budget, billing model, owners, status and health signals.

   12 min
4. 4.

   The Project Workspace: Eight Tabs and What Each One Holds

   Every tab on a project, named honestly - including where files, time and activity actually live.

   7 min
5. 5.

   Tasks: List, Board, Timeline and Everything In Between

   Views, grouping, filters, dependencies, subtasks, recurring tasks, bulk edit.

   11 min
6. 6.

   Assigning Work and Tracking Who Owns What

   Assignment, due dates, priority, and reading the workload view.

   6 min
7. 7.

   Approvals: Routing Work That Needs a Sign-Off

   Approval requests, chains, who approves what, and the audit trail.

   7 min
8. 8.

   Ideas and Roadmap: Capturing and Prioritising What Comes Next

   Idea intake, scoring, promotion to roadmap, and roadmap views.

   5 min
9. 9.

   The Client Portal: What Your Clients Actually See

   Turning the portal on, what is shared, branding it, and the client experience.

   9 min
10. 10.

    Chat and Collaboration Inside a Project

    Channels, threads, mentions, and linking conversation to records.

    4 min