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13 changes: 13 additions & 0 deletions src/config/helpCenter.js
Original file line number Diff line number Diff line change
Expand Up @@ -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: [
Expand Down
47 changes: 47 additions & 0 deletions src/content/docs/help/check-in-project.mdx
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@@ -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

<Steps>
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
</Steps>

## 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
24 changes: 24 additions & 0 deletions src/content/docs/help/close-project.mdx
Original file line number Diff line number Diff line change
@@ -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

<Steps>
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
</Steps>

## 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