Keep status, decisions, and next actions visible.
Use the assigned project workspace to connect milestones, approvals, source files, feedback, and ownership.
Routes
Start with the task that matches the situation.
- Current statusClient portal
Review the latest milestone, owner, and next action in the assigned workspace.
- Approval neededClient portal
Respond inside the item that contains the decision, proof, or deliverable.
- Missing accessContact
Ask the team to confirm the correct project invitation.
What we need
Project visibility should reduce uncertainty.
The dashboard should answer what is happening, what decision is waiting, who owns the next action, and which source is approved.
What the team needs.
- Status
- Decision
- Next action
Questions
Answers before the next step.
- Where is the current status?
- Open the assigned project workspace and review the latest milestone and next action.
- Where should feedback go?
- Respond inside the item that contains the deliverable or decision so the context remains attached.
- What if the dashboard is missing?
- Contact the team with the client account and project name so the invitation can be verified.