What are Projects in Performance Scoring?
Projects are shorter-term buckets of Tasks that typically last 30-90 days. Projects can be pieces of your Business Plan, or they can be stand-alone objectives consisting of multiple Tasks.
An extra feature of adding Projects to a Meeting is the ‘Project Feelings’ option. Simply put, this allows a human override of the mathematical calculation of Project status.
There are two ways to add a Project to a meeting: adding a Project to an existing Task and creating a Project from scratch within a meeting.
Create a Project from the Navigation Panel
From the nav panel, select Projects >> Projects List. Once on the main Project page, click the
‘+ New Project’ button at the top. That will open the ‘New Project’ modal window for you to enter some basic information about this new project.
Within Meetings
Alternatively, Projects can be created from within Meetings from the Projects section of the meeting agenda by clicking ‘New Project‘. Both methods will produce the Project creation modal.
Note: Adding a Project within a meeting will automatically attach the Project to that specific Meeting.
➜ See full Knowledge Base training article here.
Further questions? Contact your Account Manager or reach out to us at support@performancescoring.com or simply click here to send us a message through our website.
Further reads and references:
How To Turn Business Goals Into Actionable Projects — Projeqt
Explains how big business goals must be translated into clear steps, deadlines, and roles to actually get done.
https://projeqt.com/how-to-turn-business-goals-into-actionable-projects/
How to Set Long-Term Business Goals the Right Way — Dynamic Business
Discusses breaking ambitious visions into yearly and quarterly priorities with defined milestones to keep progress tangible.
https://dynamicbusiness.com/leadership-2/lets-talk-business/how-to-set-long-term-business-goals-the-right-way.html
Effective Long Term Strategic Planning for Sustainable Business Growth — SmallBizTrends
Covers how long-term strategic planning involves setting measurable long-term objectives and tracking them over time.
https://smallbiztrends.com/long-term-strategic-planning/
How to Break Down Goals Into Actionable Tasks — Spearity
Practical guidance on dividing larger business goals into smaller, actionable tasks that teams can execute.
https://www.spearity.com/2023/04/25/how-to-break-down-goals-into-actionable-tasks/
