5 min read
May 14, 2026

Project workflow

Set up a project space for planning, tracking, discussion, deadlines, and visibility.

A project workflow helps teams keep planning, tracking, discussion, and deadlines connected. The goal is to keep the project moving without splitting information across too many places.

Best for

  • Product launches
  • Cross-functional initiatives
  • Campaigns
  • Operational rollouts

Create one project space. Inside it, use:

Suggested structure

Planning

Start with a page that holds:

  • Goal
  • Scope
  • Constraints
  • Timeline
  • Related links
  • Open decisions

This page becomes the main project reference point.

Milestones

Use goals to define project milestones and track progress over time. Goals work well when you need due dates, assignees, status, and different progress views.

Task tracking

Use a database to manage detailed tasks. Add fields such as owner, priority, status, or phase so work can be sorted and filtered easily.

Communication

Use a chat room for short questions and active coordination. Use a post room for project updates, weekly summaries, or decisions the team should be able to revisit.

Time-based planning

Use a calendar or events to keep deadlines, reviews, or milestones visible. Use events for individual sessions and a calendar when you need a broader view of the schedule.

Suggested pattern

  • Page for the project brief
  • Goal for milestones
  • Database for task tracking
  • Chat room for active coordination
  • Post room for recurring updates
  • Calendar or events for time-based planning

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