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Rollout for project managers

Pro planMember

You come in after portfolio managers. When you finish, every member who signs in finds their own tasks already waiting. This is step 3 of the rollout guide for your plan: Pro, Business or Enterprise.

  1. Bring your plans in. Import from Microsoft Project, import a WBS from Excel, or create your first project.

  2. Assign owners and dates to the tasks, and link dependencies where one task waits on another.

  3. Add the people to each project, members and guests alike. Guests see only the projects you add them to. See bring your team into an imported plan.

  4. Capture a baseline so you can show change later. See capture and compare baselines.

  5. Tell members where their work is. Send them their rollout page.

For the full first week, read the PM onboarding bundle.

Back to the rollout guide for Pro, Business or Enterprise.