Workflows

A workbench for the moments that make projects move.

The product is organised around the control loops a PM actually lives through—not around a feature catalogue.

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01

Today → Project → Action

Weekly portfolio triage

Starting signal. A project, action, or gate is asking for attention.

Workbench action. Open Today, identify the dominant reason, and choose the next review move.

Resulting output. A ranked next move with owner, due date, and project context.

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02

Meeting → Action Tracker

Meeting to action

Starting signal. A decision or selected meeting text needs to survive the room.

Workbench action. Capture it as a linked action with owner, due date, and project context.

Resulting output. An action that remains attached to the meeting and the project record.

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03

Gate → Evidence → Report

Gate readiness

Starting signal. A review is approaching and evidence may still be missing.

Workbench action. Inspect documents, data packs, and linked deliverables before the meeting.

Resulting output. A visible readiness picture and the gaps that still need an owner.

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04

Documents → Export

Review-ready handoff

Starting signal. A conversation needs the supporting files, notes, and outputs in one place.

Workbench action. Assemble the review material, then export a portable package.

Resulting output. An explicit local handoff, not a cloud sync.

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05

Project → Closure

Project closure

Starting signal. Remaining work, final documents, and delivery packs still need confirmation.

Workbench action. Walk the closure path before the project is marked closed.

Resulting output. A durable record of what was finished and what was handed on.

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The point of the loop

Leave every review with a next move.

The workbench keeps context close enough that a discussion can become a decision, a decision can become an action, and an action can return to the project picture with its source still visible.

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