Set up a working routine for your team

Use one project to establish ownership, updates, and a repeatable review.

Start with one real workstream or delivery, such as customer onboarding, monthly reporting, or a campaign launch.

1. Choose an existing project, or create one in a Space where you have project-creation authority.
2. Add a short project description and select a work mode that explains whether the work is ongoing or has a defined end.
3. Add tasks with clear titles, responsible people, and useful due dates.
4. Add the files, notes, and canvas context people need to carry out the work.
5. Review Share & permissions with a project manager or administrator. Agree on who may edit tasks and assign work.
6. Use the project overview or a custom overview to review overdue work, blockers, and progress. Open the underlying tasks before deciding what needs attention.

Keep the first routine small: clear ownership, current task status, and one regular review. Add technical integrations and operational reporting when they solve a specific need.