A company runs many projects at once, each with stage gates, money and people from outside. Each project is its own workspace with its own plan, roles and data.
| Set this up | How |
|---|---|
| Look | Professional: clean line icons instead of emoji |
| Workflow | Stage gates with sign-offs by named people |
| Requirements and risks | Requirements linked to the tasks that deliver them; a risk register |
| People from outside | Clients and contractors as Guests: they work on the tasks you give them |
| Organisation | Verify your domain so colleagues join automatically |
Example
A team launching a warehouse robot invites the customer’s site manager as a Guest. She can comment on “Site acceptance test” and tick its checklist, and sees nothing else.
The engineering-company sample in the demo shows this set up.