Projects Rollout
Roll out project delivery and the client portal so client work is tracked and approved cleanly.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Department lead + admin |
| Estimated time | Half a day to roll out |
| Prerequisites | Core setup complete; The department's users invited |
| Portal areas used | Projects, Deliverables (client portal) |
| AI used | Operations Agent summarizes; you decide |
#Purpose
Introduce the Projects area to your team in a way that earns quick wins and sticks.
#Business outcome
Client projects are delivered through the platform, with deliverables approved in the portal.
#How to do it
1
Set up delivery projects
Create projects for active client work.
2
Use the client portal
Share deliverables for client approval.
3
Track time if needed
Record time on tasks where useful.
4
Review delivery weekly
Check delivery health each week.
#Recommended reading order
#Success checklist
You're on track when
- Client work is tracked as projects
- Deliverables go through the portal
- Delivery is reviewed weekly
#Common mistakes
- Delivering outside the portal with no record
- Skipping internal review before client review
#Best practices
- Use the portal for a clean approval record
- Review delivery health weekly
#Related documentation
Website Agency Playbooks
Delivery detail.
Project Workflows
Underlying flows.
Contact Support
Reach the DevSphere OS team.
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