Project Workflow

A project in Heyweek brings the work together: tasks, tracked time, files, and the client it's for. This guide walks a project from kickoff to delivery — creating it, breaking it into tasks and boards, assigning work, tracking time against it, monitoring progress with reports, and wrapping up cleanly.

Create the project

Start by setting up the project and connecting it to the client and team involved.

1. Create a new project and link it to its client.
2. If you run similar work often, start from a template so the structure is ready out of the box.
3. Add a short description and any starting files so everyone knows the scope.

Break it into tasks and boards

Make the work visible so the team knows what's ahead and what's in progress.

1. Break the project into tasks that map to real deliverables.
2. Organize them on a board to see status at a glance — what's to do, in progress, and done.
3. Group related work so larger efforts stay manageable.

Assign work

Give every piece of work a clear owner.

1. Assign tasks to the team members responsible for them.
2. Set due dates so deadlines are visible.
3. Keep discussion attached to the work with notes and messages.

Track time against the project

As work happens, capture the hours so they're ready for reports and billing.

1. Start the timer and pick the project (and task where relevant) before you begin.
2. Pause, resume, and stop as you move between work.
3. Add manual entries for anything done away from your desk.

Monitor with reports

Keep an eye on progress and profitability as the project runs.

• Use reports to see time by project, time by person, and how things are tracking.
• Compare logged hours against your estimates to catch overruns early.
• Adjust assignments or scope before small problems grow.

Wrap up

When the work is done, close it out so it's ready to bill and reference.

1. Confirm all tasks are complete and final files are in place.
2. Bill the tracked time on an invoice.
3. Save a reusable template if you'll run this kind of project again.

Next steps

• Projects — the full reference for managing projects.
• Boards — organize tasks and track status visually.
• Reports — track project profitability and budget as work progresses.
• Time Tracking Workflow — build a reliable habit of logging hours.