Project Schedule checklist
Plan projects with milestone dates that automatically plot as cards on the Timeline view.
Project referenceDate started
Work down the steps in order. Fields marked * must be filled in before moving to the next step.
1. Planning
Scope, owners, and a confirmed kickoff date.
- Set project_name and the project_lead who owns the project end-to-end.
- If the project is for an external customer, fill in client_name.
- Agree the kickoff_date with stakeholders, this is when the team actually starts work, not when the contract was signed.
- Draft target dates for design, build, launch, and review. You can put placeholders in those fields now, they'll show up on the Timeline as planned dates and update as the project progresses.
Completed byDate2. Design
Architecture, design, and spec work in progress.
- Produce the spec, wireframes, or architecture doc appropriate to the project.
- Get sign-off from the project_lead and any external stakeholders.
- Set design_complete_date to the day the design was approved.
Completed byDate3. Build
Implementation and internal testing.
- Implement against the agreed design.
- Run your own QA, don't punt unknowns to launch day.
- Set build_complete_date when the build is done and ready for deployment.
Completed byDate4. Launch
Going live, deployment, comms, and final checks.
- Deploy or release per your project's runbook.
- Send launch comms to internal teams and (if relevant) the customer.
- Monitor the first hours/days for issues.
- Set launch_date to the day of go-live.
Completed byDate5. Review
Post-launch retrospective and close-out.
- Hold a short retrospective with the team, what worked, what didn't, what we'd change.
- Capture takeaways in notes so they survive the project being archived.
- Hand off any ongoing maintenance to the relevant team.
- Set review_date when the retro is done.
Completed byDate