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User Guide / Your first project

Since each project requires a start and an end milestone, the first thing you have to decide is what will start your project and what will end it?

Some examples of steps that could start a project:

An online order is received for an e-commerce site
An application is submitted to a university
A complaint is sent to customer service
A babysitter arrives to take care of a child

Examples of steps that could end the projects started above:

The order is shipped
The final decision on the applicant is sent
The  complaint is resolved
The babysitter is paid and leaves

Once you have established starting and ending milestones, you actually have a complete project and can run that immediately. However, it is likely you will want to track more steps that need to be done – and you will add more milestones and tasks to achieve this. As a first pass, you should decide what the key steps that you want to track are, and add those as milestones.

For an online order, the steps might be:
Order received –> Product built –> Product checked –> Product shipped –> Client acknowledges receipt

Breaking down the project in this way allows you to see which step the online order is on at any time. You may additionally want to be sure that some other steps are reliably taken each time. For example, for product checking you might have tasks such as:

Check item color
Check item size
Look for any damage

These tasks then remind you (or the product checker) to evaluate the product in specific ways; without being explicit about these and making them tasks, they could be overlooked.

By breaking down your project into these steps you will achieve a project that is easy to track and will make all involved with the project know about what steps need to be taken and whether they have been.

But importantly for now: your project does not need to be perfect on the first pass – you can edit it endlessly after you first create it!


Posted in: Projects