Create and manage a project from scratch
In this step, you will learn how to create and manage a project from scratch. You will start by creating a new project, renaming it, and setting a goal with a description, start date, and target completion date. You will also learn how to break the project into tasks, estimate durations, assign responsibilities, and sequence tasks using predecessors. Additionally, you will explore how to handle unexpected issues by converting them into tasks, moving them to another project, or marking them as 'Won’t Resolve'. By the end of this step, you will understand how to adjust timelines and complete a project when all tasks are finished and issues are resolved.
Key takeaways
- Creating a Project: Start by creating a new project, renaming it, and setting a goal, description, start date, and target completion date.
- Breaking Down Work: Divide the project into individual tasks, estimate durations, assign responsibilities, and sequence tasks using predecessors.
- Handling Issues: Manage unexpected issues by converting them into tasks, moving them to another project, or marking them as “Won’t Resolve.”
- Adjusting Timelines: Adding tasks may affect the project timeline, but overlapping tasks can help maintain the original completion date.
- Completion Criteria: A project is considered complete when all tasks are finished and any issues are resolved. Beginners should start with simple projects and gradually explore advanced features.
Next, you will explore four different ways to create a project, expanding your project management skills in Workfront.