Set the correct filter:
The new projects table will show the project chosen by the Leadlink. Based on these projects you can go ahead and add a new project to the real Projects database!
In this database there is a Project [template] which you can use. This template contains the below questions you need 👍.
Agree beforehand which ones you want to fill in now, and which ones to fill in later:
- Why this project?
- Why now?
- Line of sight:
- How is this project contributing to (company) goals?
- What Metrics do we want to change as result of this project or track during the project?
Note from experience with this template: a Jamboard worked far better. Advice to paste a link in here and use jamboard.
Chosen Projects to define
<just copy the project titles from the jamboard>
<<Change the filters: accommodate to your circle (‘visible on’) & correct episode>>
Have projects been assigned to a role?