diff --git a/src/config/helpCenter.js b/src/config/helpCenter.js index 65f0f17..f6d7243 100644 --- a/src/config/helpCenter.js +++ b/src/config/helpCenter.js @@ -168,6 +168,19 @@ export default function helpCenterSidebar() { }, ], }, + { + label: "Project Management", + items: [ + { + label: "Close project", + link: "/help/close-project/", + }, + { + label: "Check-in on project", + link: "/help/check-in-project/", + }, + ], + }, { label: "Spaces", items: [ diff --git a/src/content/docs/help/check-in-project.mdx b/src/content/docs/help/check-in-project.mdx new file mode 100644 index 0000000..56451bb --- /dev/null +++ b/src/content/docs/help/check-in-project.mdx @@ -0,0 +1,47 @@ +--- +title: Check-in on project +description: Learn how to submit regular check-ins to keep your team updated on project progress. +--- +import { Steps } from '@astrojs/starlight/components'; + +Check-ins are weekly progress updates that champions provide on their projects. They include status updates and communicate any blockers or achievements. + +## Weekly check-ins + +Operately prompts [champions](/help/assign-goal-champion) to check-in at least once per week. This ensures regular progress tracking and keeps [reviewers](/help/assign-goal-reviewer) informed about project status. + +## How to check-in on a project + + +1. Open the project page and go to the **Check-ins** tab +2. Click **Check-In Now** +3. On the check-in page, select the status: **On track**, **Caution**, or **Off track** +4. Write your check-in +5. If the project has contributors, select who should be notified about the check-in (the reviewer is always notified) +6. Click **Submit** to publish your check-in + + +## Project status + +All newly created projects start with an 'pending' status. When submitting check-ins, you can choose from these status options: + +**On track** — Progressing as planned. No blockers. + +**Caution** — Emerging risks or delays. Reviewer should be aware. + +**Off track** — Significant problems affecting success. Reviewer's help is needed. + +## Reviewer acknowledgment + +After submitting a check-in, the reviewer must explicitly acknowledge it by clicking **Acknowledge this Check-In**. This ensures the reviewer has seen and acknowledged the update. + +## Additional check-ins + +While regular check-ins are encouraged, you can submit additional check-ins anytime significant progress is made or when urgent updates are needed. + +## After submitting a check-in + +- **Status visibility**: The project status will be updated and visible to all team members +- **Team notifications**: Selected contributors and the reviewer will be notified about the new check-in +- **Progress tracking**: Check-ins help maintain project momentum and transparency +- **Historical record**: All check-ins are preserved for future reference and project reviews \ No newline at end of file diff --git a/src/content/docs/help/close-project.mdx b/src/content/docs/help/close-project.mdx new file mode 100644 index 0000000..6e34c98 --- /dev/null +++ b/src/content/docs/help/close-project.mdx @@ -0,0 +1,24 @@ +--- +title: Close project +description: Learn how to close a project when it's completed or no longer needed. +--- +import { Steps } from '@astrojs/starlight/components'; + +Closing a project allows you to permanently mark it as finished and archive all project data. + +## How to close a project + + +1. Open the project page and go to the **Overview** tab +2. Click **Close project** in the Actions section of the sidebar +3. On the new page, select whether the project achieved its intended outcomes +4. Write retrospective notes about the project +5. Click **Close Project** to confirm + + +## After closing a project + +- **Project status changes**: The project will be marked as closed and moved to the Completed tab in Work Maps +- **Data preservation**: All project data, milestones, tasks, and history are preserved +- **Team notifications**: Project contributors will be notified about the closure +- **Access restrictions**: The project becomes read-only and cannot be edited \ No newline at end of file