Create a project with explicit requirements and a place for its work.
Start an internal or client project with a name, brief, solution type, delivery method and expected outputs. Supply a repository path for executable work; document projects use complete written deliverables.
If you already know the acceptance criteria, enter the conditions the work must satisfy and the company can queue a CEO planning task against that version of the brief.
If the criteria still need discussion, leave them for requirements intake; the project gives the company a shared place for its contract, tasks, files, milestones, evidence, and eventual delivery record.
For exampleYou create a booking website project with a brief describing customers, booking rules, and the local repository the team should use.
Where to find itCompany → Projects → New project
Explain what you need before accepting the criteria that define success.
Open requirements for a project to write what it must do, what you would reject, and the questions that still need a recommendation, then queue a meeting around that statement.
The CEO chairs the discussion with available specialist roles, producing a written understanding and proposed acceptance criteria that you can inspect, select individually, accept, or decline on the project page.
Only your acceptance publishes those proposals into a new contract version, and declined proposals remain recorded so the company can distinguish an agreed requirement from an idea it considered and rejected.
For exampleYou describe how cancellations should work; the meeting proposes four criteria, and you accept three while declining an unnecessary feature.
Where to find itCompany → Project → Requirements; Project → What the meeting understood
Change requirements explicitly and identify work verified against an older promise.
Publish a new contract version from the project page when the brief or acceptance criteria change, keeping the earlier versions readable as the history of what the company agreed to build.
Tasks remain pinned to the version they were created against, and the project highlights stale work because verification against the old requirements cannot establish completion against the new ones.
Use the project's re-pin action to move stale tasks onto the current contract before work resumes, and review the updated delivery report as fresh evidence is accepted for the revised criteria.
For exampleYou add offline support to a project, publish version two, and re-pin its remaining work so earlier reviews are not mistaken for verification of the new requirement.
Where to find itCompany → Project → Contract and stale-task banner
Record the business outcome behind the work and the conditions that would establish it.
Create a company goal with a title, desired outcome, success conditions, and an optional responsible employee and target date, then associate the relevant projects with that goal.
The goals page shows how many projects serve it and how many of their tasks have been accepted, while preserving your written success conditions as the basis for judging the broader outcome.
When the result has actually been achieved or the company has decided to stop pursuing it, record that decision explicitly instead of treating a task count as an automatic percentage of business success.
For exampleYou define a goal of launching a usable booking service, attach its website project, and record achievement after checking the written success conditions.
Where to find itCompany → Goals; Project → What this project is for
Give each unit of work a responsible employee and a separate verification path.
Create a task inside a project with a title, description, owner role, and a different reviewer role, then either keep it as a draft or make it ready for the worker.
The task inherits its project's current contract context, and its page brings together the assigned people, acceptance conditions, dependency state, attempts, and evidence needed to understand its progress.
Project planning can also produce tasks for the team, but a task becoming ready only makes it eligible for dispatch; the worker still checks dependencies, employee availability, and the other conditions required to run.
For exampleYou create a task for the developer to repair a booking form and assign QA to review the result against the project's requirements.
Where to find itCompany → Tasks → New task; Task detail
See what can proceed and what must finish first.
Use the company's task list to review work by status, and open a project's board to see that project's tasks grouped by their actual progress through execution and review.
When planning creates dependency relationships, the project shows what waits on what, while each dependent task links directly to the predecessor tasks and their current completion states.
The worker only claims dependent work once its prerequisites are completed, and finishing a prerequisite makes downstream work eligible to continue, giving the visible dependency structure a real effect on execution order.
For exampleThe booking page waits for the availability API task to complete, and the project board makes that sequence visible before implementation starts.
Where to find itCompany → Tasks; Project → Board and What waits on what
Intervene when work needs a new order, another attempt, or a stop.
Open a task to inspect its blocked reason and any suggested remedy, adjust its numerical priority to influence queue order, or release a draft when the description is ready.
After resolving the cause of a blocked, failed, or cancelled task, retry it to allow additional attempts while retaining the earlier run history and the evidence those attempts produced.
Cancellation stops unfinished work from continuing under its current claim, while provider rate limits have their own visible waiting state so temporary capacity problems are not presented as a completed or failed piece of work.
For exampleYou fix a missing connection, retry the blocked task, and raise the urgency of a separate customer-impacting fix by changing its priority.
Where to find itTask detail → Do something about it
Group project tasks into a dated period with a shared goal.
Plan a sprint for a project with a goal and start and end dates, then start it when the team is ready and commit relevant tasks from the available work.
The sprint view shows accepted work, committed tasks, remaining time, and items needing a decision, with task links that let you inspect the actual reason something has stopped.
Only one sprint can be active for a project at a time, and sprint membership organises planning rather than acting as an execution gate, so eligible project work can still run without belonging to a sprint.
For exampleYou start a two-week sprint focused on checkout reliability and commit the tasks that support that goal.
Where to find itCompany → Sprints → Plan a sprint; Active sprint
Close a timebox with a recorded result and move unfinished commitments deliberately.
When a sprint ends, close it with an outcome describing what happened, so the period leaves a useful retrospective record beside the tasks that were committed to it.
Unfinished tasks stay associated with that sprint until you explicitly carry them into a planned next sprint, giving you a chance to decide what still deserves a commitment.
Completed work remains in its original sprint history, allowing later reviews to distinguish what was accepted during the period from the work that continued after the team reassessed its plan.
For exampleYou close a checkout sprint with notes about an unresolved payment edge case, then carry that unfinished task into the next planned sprint.
Where to find itCompany → Sprints → Close sprint and carry unfinished work
Attach tasks to named checkpoints and see which dates need attention.
Add named milestones to a project, optionally give them due dates, and assign relevant tasks to those milestones from each task's controls as the delivery plan becomes clearer.
The project displays milestone state and associated work, making it possible to compare a promised checkpoint with the tasks that still need to be performed or accepted.
Update a milestone's status when the checkpoint changes, using its date as a planning commitment while retaining the separate evidence and review requirements that determine whether the underlying tasks or project can be called complete.
For exampleYou add a client beta milestone for next Friday and associate the booking, confirmation, and cancellation tasks with that checkpoint.
Where to find itProject → Dates; Task detail → Milestone
Bring a small group together to settle a specific question.
Schedule a project meeting with an objective, a bounded agenda, a chair, and selected employee participants, so the discussion has a concrete question to answer before it enters the queue.
The worker holds a limited number of rounds, records what the participants said, and asks the chair to produce decisions and follow-up work or explain what could not be settled.
A meeting uses the same task, attempt, budget, and independent review machinery as other work; the meetings page shows its status and links to the transcript captured on its task.
For exampleYou ask the CEO and technical specialists to decide whether the next release should prioritise reliability or an additional booking feature.
Where to find itCompany → Meetings → Hold a meeting
Keep the outcome of a meeting available after the conversation ends.
Open meetings and decisions to read recorded decisions with their statement, rationale, effective date, project context, and the number of tasks that were created from the decision.
The view distinguishes decisions that remain in force from ones superseded by a later decision, and preserves recorded objections so disagreement does not disappear from the company's history.
Meeting cards also show unresolved questions and whether the session produced any decisions, helping you decide when an additional discussion is needed instead of assuming that a completed transcript means the team reached agreement.
For exampleYou revisit a release-scope decision, read the CTO's recorded objection, and open the follow-up meeting when the original assumptions change.
Where to find itCompany → Meetings → Decisions
Prepare a website launch, marketing campaign or research report with a defined sequence of work.
Choose a service, write its brief, edit the suggested acceptance checks and explicitly accept the agreement. The playbook prepares draft tasks with named producer and independent reviewer roles, task delivery formats and dependency edges.
Website launch combines research, copy, design, implementation and release handoff. Marketing campaign covers audience evidence, strategy, creative specifications, copy, measurement and handoff. Research report covers scope, source evidence, analysis, report and decision handoff.
Creating a playbook project does not call a model, hire missing employees, grant tools or publish anything. Its saved playbook and agreement versions remain visible.
For examplePrepare a website project whose developer waits for accepted copy and design guidance before implementation.
Where to find itCompany → Service playbooks; Project → Workflow
Give each task its own delivery format and discipline inside a mixed project.
A mixed project can contain repository tasks and document tasks. Each prepared step names its format and solution domain rather than guessing from the project label.
Repository tasks use source files, commits and applicable executable checks. Document tasks produce checksum-pinned written evidence with independent judgment. A mixed task must choose a concrete format before it can start.
This makes the implementation task different from the strategy, content or research handoff that supports it. External asset creation and deployment still require actual capabilities.
For exampleResearch and design produce reviewed documents; implementation produces a repository commit in the same website project.
Where to find itProject → Workflow; Task delivery settings
See the concrete missing setup for a prepared project.
The workflow checks the current agreement, assignments, company and employee state, required action grants, model configuration, allowances, and required repository and runner setup.
Checks explain what is ready, blocked or still requires confirmation. A configured credential is configuration evidence, not a successful request to its provider.
Missing external account access, mobile SDKs, devices, signing and other task-specific prerequisites still need the operator. Readiness does not promise the requested outcome is achievable.
For exampleThe workflow identifies a missing reviewer or repository before the prepared website tasks enter the queue.
Where to find itProject → Workflow; Installation setup
Assign the team and queue prepared drafts only after the agreement and setup are checked.
A prepared workflow begins as draft tasks. Assign the available employees and reviewers, review its criteria and resolve blocked checks before starting it.
Starting checks setup again and queues eligible drafts. The worker follows the dependency order, and every completed task still needs independent accepted evidence at the current agreement version.
A setup check, role assignment or start request never silently grants tools, opens provider accounts or approves publication.
For exampleReview the campaign workflow, assign the content writer and CMO, then explicitly start the prepared work.
Where to find itProject → Workflow → Assign and start controls
Plan copy, channels, dates and source evidence together.
Create a campaign for a specific project and objective. Each calendar item records exact copy, its channel, a planned date and optional pinned evidence from that same project.
Saving edits creates another immutable content revision. The calendar shows the latest revision; earlier wording and decisions remain in its history.
Dates are planning records. The campaign module does not schedule social publishing, send email or authorize ad spending. Archive finished planning and reopen it when needed.
For examplePlan a website announcement and an email draft for different dates, with both linked to the project’s launch evidence.
Where to find itCompany → Campaigns → Content calendar
Keep handoff approval attached to the saved wording and evidence reference.
Review a saved item and explicitly approve its current revision. The decision pins a content checksum and attached artifact metadata. An edit creates a new draft that needs its own approval.
Approval refuses stale revisions, changed source metadata and mismatched content hashes. Approving document attachments in the console also checks their current bytes against the saved checksum.
Other attachment snapshots identify recorded evidence; metadata alone does not verify file bytes, a live URL or publication. Approved for handoff never means that content was sent or published.
For exampleApprove launch copy, revise a product claim, and see the new revision return to Needs review.
Where to find itCompany → Campaigns → Saved content and revision history
Record real measurements with their units, periods and sources.
Enter a metric, precise decimal value, unit and measurement period, with a source description and HTTPS link or project artifact. The record retains its source metadata and the time it was entered.
Values are labeled operator reported. The system does not fetch the linked report, independently verify it, calculate automatic return on investment or assume the campaign caused the result.
Mistaken observations can be voided with a reason while their original values remain visible. Add a corrected entry instead of rewriting measurement history.
For exampleRecord 12 qualified inquiries from a September report and retain its filter definitions and known limitations.
Where to find itCompany → Campaigns → Reported outcomes
Map revised criteria to existing playbook steps before preparing fresh work.
When the project agreement changes, review and explicitly accept how its current criteria map to the existing playbook steps.
The operation preserves task history and valid assignments, then returns the steps to draft, including previously completed steps. Active work or reviews must settle before the mapping can change.
Starting the revised drafts remains a separate action. Old artifacts and approvals do not automatically satisfy the new agreement.
For exampleA new brand direction changes the agreement. Map the revised criteria to copy, design and build steps, then prepare drafts for fresh work and review.
Where to find itProject → Workflow → Revised agreement mapping