We set up new projects all the time. These are the steps we always take.
All Projects
Project should be entered in the Project Database with a unique project code
Project should be set up in Asana w/ project code
Color should correspond with the PM
PM should be set as project owner
Brief overview should be entered
Link to the
Project Plan
There should be sections that divide up the tasks in some useful manner, such as phases.
Project should be set up in Harvest
All staff should have access
Tasks should be set appropriately to the project itself
PM & Strategist should be set as manager of project
Core Coverage
Core Coverage
Set up the ongoing planning call (Weekly or Monthly depending on their plan)
Other Projects
The project schedule should be clearly shown within the Asana project.
The timeline of the Harvest project should match the anticipated project schedule