How It Works

Follow each step in Cards.

  • A draft is inert until a person approves its creation.
  • Start with a real but manageable Project whose handoffs matter.
  1. 01

    Open Plan and describe the Project outcome, client or organization, and target timing.

    Cards screen demonstrating step 1: Open Plan and describe the Project outcome, client or organization, and target timing.Open Plan and select New Project
    Step 1 screen focusOpen Plan and describe the Project outcome, client or organization, and target timing.
  2. 02

    Add the Action, Review, Deliverable, Meeting, Question, and Help Cards the work may require.

    Cards screen demonstrating step 2: Add the Action, Review, Deliverable, Meeting, Question, and Help Cards the work may require.Choose CardBot, Canvas, or Gantt to build the Project
    Step 2 screen focusAdd the Action, Review, Deliverable, Meeting, Question, and Help Cards the work may require.
  3. 03

    Connect dependencies and review gates in the order the work should move.

    Cards screen demonstrating step 3: Connect dependencies and review gates in the order the work should move.Add the Action, Review, and client handoff structure
    Step 3 screen focusConnect dependencies and review gates in the order the work should move.
  4. 04

    Confirm assignments, estimates, dates, completion criteria, and client visibility.

    Cards screen demonstrating step 4: Confirm assignments, estimates, dates, completion criteria, and client visibility.Confirm Card types, owners, dates, and readiness
    Step 4 screen focusConfirm assignments, estimates, dates, completion criteria, and client visibility.
  5. 05

    Create the Project only after the Plan is ready for real commitments.

    Cards screen demonstrating step 5: Create the Project only after the Plan is ready for real commitments.Review timing and dependencies before commitments change
    Step 5 screen focusCreate the Project only after the Plan is ready for real commitments.
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