Onboarding Project Managers
Get PMs running delivery — projects, tasks, ownership, and client approvals.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Project managers |
| Estimated time | 15–20 min |
| Prerequisites | Users invited with roles |
| Portal areas used | Projects, Deliverables |
| AI used | Operations Agent summarizes; PMs decide |
#Purpose
Equip PMs to deliver client work cleanly through projects and the client portal.
#Business outcome
PMs run delivery in the platform, sharing deliverables for client approval.
#Recommended reading order
#Success checklist
You're on track when
- PMs create projects with tasks and owners
- Deliverables go through the portal
- Delivery is reviewed weekly
#Common mistakes
- Vague tasks with no owner
- Delivering outside the portal
#Best practices
- Owner + date on every task
- Use the portal for approvals
#Related documentation
Operations Playbooks
Operating detail.
Create a Project
How-to.
Contact Support
Reach the DevSphere OS team.
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