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Module · Projects

Plan every project.Deliver it on time.

Stages, tasks, approvals and deadlines in one workspace, with portfolios and reports that show leadership where every job stands.

  • Plan with clarity

  • Track progress

  • Report fast

Plan, track, and deliver every project.

01

Overview

Your whole portfolio, at a glance

A live command center where every project, owner, and deadline surfaces the moment you log in — completion, health and SLAs, all in one place.

  • Completion, health & SLAs at a glance
  • Quick-launch to every tool
  • What needs attention, front and center
02

Reporting

Status updates that write themselves

Portfolio efficiency, health and ownership across every project — with insights on how they are doing, ready to export or print.

  • Efficiency & health scoring
  • Champion, manager & sponsor in one view
  • Export to CSV or print
03

Quick Start

Be productive on day one

Plan like a PMP, improve like a Black Belt — a guided path from your first project to mastery in six clear steps.

  • 60-second animated tour
  • Project wizard & templates
  • Six steps to mastery
04

Resources

The body of knowledge behind great execution

PMI, Lean Six Sigma, Kaizen, ITIL and ISO — curated, decoded and mapped to the templates and views inside Projects.

  • Searchable knowledge base
  • Methodology deep-dives
  • Mapped to in-app templates
05

Templates

Spin up projects in seconds

Proven blueprints — PMBOK, Scrum, Kanban, DMAIC, Kaizen, ITIL, ISO and 8D — with stages, gates, SLAs and starter tasks scheduled automatically.

  • Stages, gates & SLAs prebuilt
  • Starter tasks scheduled automatically
  • One click to launch
Scroll to explore
donefy.io · Projects · Portfolio

Projects — Portfolio

Executive overview of every project: completion, health, SLAs and what needs attention.

Deleted projects PortfoliosAll projects New Project ▾
Overview Activity Feed

Reporting

Efficiency, ownership and health across every project.

Quick Start

Animated 60-second tour — views, lingo, wizard.

Templates

PMBOK, Scrum, DMAIC, Kaizen, ITIL, ISO, 8D — ready.

Resources

PMI, Lean Six Sigma, ISO and manufacturing best practice.

Calendar

Every due date, milestone and meeting across projects.

53

Active projects

20%

Portfolio completion

188/348

Tasks completed

39

Overdue tasks

14

SLA breaches

Needs attention12

55555 Write product vision & goal

2 overdue · 0 SLA breaches · 0 blockedOff Track

[DEMO] Residential 8.4 kW Solar Install — 123 Oak St, Phoenix AZ

5 overdue · 2 SLA breaches · 0 blockedOff Track
Upcoming evaluation meetings

Data-Quality Audit Review

[DEMO] National Health Records Digitization Program · Jul 6, 11:00 AM

Improve Tollgate Review

[DEMO] Reduce Bottling Line Fill-Weight Variation (Line 3)

donefy.io · Projects · Reporting

Portfolio Overview

Executive snapshot — KPI tiles, health mix and a drill-down across the whole selection.

Default view ▾ Save view Customize Export
Search projects…All projects & programs ▾ Filters
Projects
53

In the current selection.

Avg efficiency
91%

Mean execution-efficiency score.

Portfolio completion
20%

Mean completion across selection.

Tasks completed
188/348

54% done.

Overdue tasks
39

Past due across selection.

SLA breaches
14

Stage SLA breaches.

On-time delivery
33%↘ -52

Target 85%.

Open risks
38

Open risks across selection.

Health mix
On-track34 At-risk5 Off-track14
By methodology
Waterfall · Scrum · Lean · Hybrid · DMAIC · Kaizen · 6σ …
By status
8Active
1On Hold
16Planning
donefy.io · Projects · Quick Start
QUICK START

Plan like a PMP. Improve like a Black Belt.
Ship like you.

Your MS Project-class command center: real dependencies, Gantt & Kanban, flow diagrams, kaizen events, SLA alerts and an embedded AI coach.

Take the 60-second tour Launch the wizard Browse templates PM resources

SIX STEPS TO MASTERY

STEP 1

Create a project

Pick a template — PMBOK, Scrum, DMAIC, Kaizen — or start blank.

STEP 2

Shape the plan

Stages are phases; milestones mark key dates; gates stop the flow.

STEP 3

Load the work

Add tasks — assignees, priorities, dates, checklists, % complete.

STEP 4

Pick your view

List, Kanban, Gantt, Cards, Flow, Fishbone, Calendar — same data.

STEP 5

Run the cadence

Recurring reviews, overdue alerts and a daily digest — nothing slips.

STEP 6

Let the Copilot coach you

An embedded PMP + Black Belt: priorities, risks, status drafts.

donefy.io · Projects · Resources
KNOWLEDGE BASE

The body of knowledge behind great execution

PMI, Lean Six Sigma, Kaizen, ITIL, ISO, agile and PRINCE2 — curated, decoded and mapped to the templates inside Projects.

Search the knowledge base…
PMI & PMBOKLean Six SigmaKaizenITIL 4ISO StandardsManufacturingAgile & KanbanPRINCE2

What PMI and the PMBOK Guide are

The world's leading PM body, and how the 7th edition shifted to principles.

🕐 4 min🔗 in-app

The 12 principles of project management

The behavioral backbone of PMBOK 7 — twelve guidelines for good projects.

🕐 5 min🔗 in-app

The 8 performance domains

The interdependent areas of project activity you steer in parallel.

🕐 5 min🔗 in-app

The five process groups

Initiating → Planning → Executing → Monitoring → Closing.

🕐 3 min🔗 in-app

Earned Value Management (EVM)

Schedule and cost health in two numbers — SPI and CPI.

🕐 6 min🔗 in-app

Risk management essentials

Identify, assess, respond and monitor — the risk loop.

🕐 5 min🔗 in-app
donefy.io · Projects · Templates

Template Library

Proven blueprints — stages, gates, SLAs and starter tasks scheduled automatically.

All templatesPMI / PMBOKAgileLean Six SigmaIT Service (ITIL)Quality (ISO)Manufacturing

PMBOK Predictive

Initiating → Closing

8 stages~90 daysWaterfall
Preview Use

Agile Scrum — 3 Sprints

Backlog · sprints · retros

5 stages~49 daysScrum
Preview Use

Kanban Continuous Flow

Visualize, limit WIP

5 stages~30 daysKanban
Preview Use

Six Sigma DMAIC

Define · Measure · Analyze

10 stages~84 daysSix Sigma
Preview Use

Kaizen Event (5-Day)

Rapid improvement blitz

8 stages~47 daysKaizen
Preview Use

ITIL Change Enablement

RFC → CAB → Review

6 stages~21 daysITIL
Preview Use
Overview01 / 05

Launch a project, guided end to end.

01

Projects

Your projects workspace

Search, filter and switch views — every project in one place, or start fresh with the guided wizard.

  • Search & filter by status
  • Grid or list views
  • Start any project with the wizard
02

Template

Start from a proven template

Blank, or PMBOK, PRINCE2, Scrum, Kanban, DMAIC and more — stages and approval gates prebuilt for you.

  • Blank or methodology templates
  • Stages & gates prebuilt
  • Grouped by discipline
03

Define

Define the why, what and who

Name it, set the vision, mission and strategic objectives — the brief starts writing itself.

  • Name & one-line summary
  • Vision & mission
  • Strategic objectives
04

Stages

Shape the stages

Rename, reorder, add or remove stages — and tune types, dates, SLAs, predecessors and starter tasks.

  • Reorder & edit stages
  • Milestones & approval gates
  • Starter tasks per stage
05

Roles

Assign the roles

Recommended roles per methodology — sponsor, manager, analyst, QA, team and stakeholders, with access set automatically.

  • Roles recommended per template
  • Access set automatically
  • Add custom roles
06

Governance

Set the operating rhythm

Communication plan, evaluation cadence, SLA targets and a seeded risk register — the way the team runs.

  • Channels & meeting cadence
  • SLA targets & warnings
  • Seed the risk register
07

Kickoff

Schedule the kickoff

Auto-invite the team with a built-in video room, smart reminders and a ready-made agenda.

  • Built-in Donefy video room
  • Reminders before the call
  • Agenda auto-attached
08

Presentation

Generate the kickoff brief

A branded brief from everything above — document, slides or cards. Present or export, then launch.

  • Auto-generated from your inputs
  • Branded · present or export
  • One click to launch
Scroll to explore
donefy.io · Projects · Projects

Projects

Plan stages, track SLAs, run evaluation meetings and keep every project on track.

Deleted projects New Project ▾
All53Master3Standalone50
Search projects…All statuses ▾
ProjectTypeStatusHealthProgressTasksOwnerTarget

55555 Write product vision & goal

Sub-project
Active
Off Track
0%
0/3(2 overdue)
MEMark Evans
—

[DEMO] Residential 8.4 kW Solar Install — 123 Oak St, Phoenix AZ

Standalone
Active
Off Track
65%
11/20(5 overdue)
—
Jul 5, 2026

[DEMO] Mobile Banking App v2

Standalone
Active
Off Track
58%
9/19(5 overdue)
—
Jul 13, 2026

[DEMO] Internal QMS Audit — Manufacturing Plant

Standalone
Active
At Risk
87%
14/18
—
Jul 9, 2026

[DEMO] Brake Caliper Field Failures — Customer Complaint (8D)

Standalone
Active
Off Track
58%
12/22(5 overdue)
—
Jul 10, 2026

[DEMO] Public Tender: School Meal Catering Services

Standalone
Active
Off Track
74%
15/22
—
Aug 7, 2026

[DEMO] Production Database Migration to AWS RDS

Standalone
On Hold
Off Track
42%
6/17(11 overdue)
—
Jun 28, 2026

5555 seed nuevo

Sub-project
Planning
On Track
0%
0/0
MEMark Evans
—
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation

Blank project

Build your own stages, milestones and approval gates from scratch.

PMI / PMBOK

Plan-driven delivery with formal phases and approval gates.

2

PMBOK Predictive (Waterfall)

The classic PMI lifecycle

8 stages~90dWaterfall

PRINCE2 Managed Stages

Business-case driven control

7 stages~75dPRINCE2

Agile

Iterative, flow-based delivery for evolving requirements.

2

Agile Scrum — 3 Sprints

Backlog, sprints, retros

5 stages~49dScrum

Kanban Continuous Flow

Visualize work, limit WIP

5 stages~30dKanban
CancelContinue
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation

PMBOK Predictive (Waterfall)

Full predictive lifecycle following the five PMBOK process groups with approval gates between phases.

Project name

Home Improvement

One-line summary

A short description shown across the app.

Vision & Mission

The future state, the purpose, and the big bets.

Vision

In 3–5 years, what does success look like?

Mission

Why this project exists and how it creates value.
BackContinue
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation

These stages come from the template — rename, reorder, add or remove, and tune types, dates, SLAs, predecessors, owners and starter tasks.

1Initiating 4Details
2Charter ApprovedDetails
3Planning 6Details
4Plan Sign-offDetails
5Executing 5Details
6Monitoring & Controlling 4Details
7Deliverables AcceptedDetails
8Closing 5Details
Add stage
BackContinue
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation

Recommended roles for PMBOK Predictive

Fill the ones you need — access is set automatically from each role and you are added as the project admin.

Project Sponsor

SINGLE

ADMIN ACCESS

Executive supporter who authorizes and funds the project.

Assign project sponsor…

Project Manager

SINGLE

ADMIN ACCESS

Leader who plans, schedules and keeps work on track.

Assign project manager…

Business Analyst

EDITOR ACCESS

Captures requirements and maps processes.

Assign business analyst…

Quality Lead

SINGLE

EDITOR ACCESS

Owns QA, testing and acceptance criteria.

Assign quality lead…

Team Member

EDITOR ACCESS

Doer who executes tasks and produces deliverables.

Assign team member…

Stakeholder

VIEWER ACCESS

Affected party kept informed of progress.

Assign stakeholder…
Back
Skip & launchContinue
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation

Set the operating rhythm: how the team communicates, how often you evaluate progress, and the risks you already see.

Communication plan

Where the team talks & how often.

Add a channel
+ Slack+ Email+ MS Teams+ Daily stand-up+ Weekly status call+ Group chat

Service levels (SLAs)

Target turnaround per stage and when to warn.

Target SLA (days per stage)

e.g. 14

Warn at (% of SLA elapsed)

80
Back
Skip & launchContinue
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation

Home Improvement — Kickoff Meeting

Schedule the kickoff and auto-invite the team.

Schedule it

Date & time

26/06/2026, 09:00 AM

Duration (min)

60
Meeting videoDonefy roomExternal link 1 day · 1 hour

Agenda (auto-attached)

1. Welcome & team introductions

2. Project background & the “why”

3. Goals, scope & deliverables

4. Roles & responsibilities (RACI)

5. Roadmap & key milestones

6. Communication plan & risks

7. Action items & open Q&A

Back
Skip & launchContinue
donefy.io · Projects · Wizard

Launch a project

A guided setup — define the why, what, who and when, plan the work, then kick off with a generated brief.

TemplateDefineStagesRolesGovernanceKickoffPresentation
Your kickoff brief, generated from everything above. Review it, then launch the project.
Upload logo
DocumentSlidesCards Export

PROJECT KICKOFF

Home Improvement

Waterfall (PMBOK Predictive)Kickoff Jun 26, 2026
1

Introduction & Context

AGENDA

Welcome & team introductions

Project background & the “why”

Goals, scope & deliverables

BackLaunch project
Projects01 / 08
Home ImprovementWaterfall
On TrackFull predictive lifecyc…
Planning IGroup chatMeetings1CharterKickoff DeckKaizenReport Copilot
List Table Kanban Gantt Cards Flow Fishbone Calendar Budget Analytics
Light Modern
WBSNAMEPRIORITYSTATUSRESOURCESSTARTFINISHDURATIONPREDECESSORS% COMPLETE
1InitiatingSTAGE SLA 10d· 4 tasks hidden4 tasksNot Started—Jun 24, 2026Jul 1, 20268d—
0%
2Charter ApprovedMILESTONE0 tasksNot Started—Jul 1, 2026Jul 1, 20261d1FS
0%
3PlanningSTAGE SLA 15d· 6 tasks hidden6 tasksNot Started—Jul 2, 2026Jul 16, 202615d2FS
0%
4Plan Sign-offAPPROVAL GATE SLA 3d0 tasksNot Started—Jul 16, 2026Jul 17, 20262d3FS
0%
5ExecutingSTAGE SLA 50d· 5 tasks hidden5 tasksNot Started—Jul 17, 2026Aug 31, 202646d4FS
0%
6Monitoring & ControllingSTAGE· 4 tasks hidden4 tasksNot Started—Jul 17, 2026Aug 31, 202646d4FS
0%
7Deliverables AcceptedAPPROVAL GATE SLA 5d0 tasksNot Started—Sep 1, 2026Sep 3, 20263d5FS
0%
8ClosingSTAGE SLA 7d· 5 tasks hidden5 tasksNot Started—Sep 3, 2026Sep 8, 20266d7FS
0%
0%On Track0/24 tasks done Auto alertsDetails

Portfolios

Group projects that move together.

Roll related work into portfolios to track strategy, budgets, and progress across the board.

donefy.io · Projects · Portfolios

Project Portfolios

Group related projects into folders. A project can live in more than one portfolio.

New Portfolio
Search portfolios…⇅ Recently upd ▾

No portfolios yet

Create a portfolio to organize related projects into a folder.

New Portfolio

Reporting

Status updates that write themselves.

Turn scattered progress into clear dashboards leaders can read in seconds, not meetings.

donefy.io · Projects · Reporting

Project Reporting

Portfolio efficiency, health and ownership across every project.

CSV Print
Search projects…Open (not done) ▾⇅ Sort: Efficiency ▾

0

Projects

0%

Avg efficiency

0%

Portfolio compl.

0/190

Tasks completed

0

Overdue tasks

0

SLA breaches

Portfolio insights

3 projects trending above 85% efficiency

Website Revamp is at risk — SLA at 92%

Avg completion up 6% this month

Health & methodology

Health mix5 / 2 / 1
On-track 5 At-risk 2 Off-track 1
PROJECTSTATUSHEALTHEFFICIENCYCOMPLETIONCHAMPION
Website RevampAt risk88%72%AK
ERP RolloutOn track76%45%MR
Q3 Process AuditOn track91%88%JL
Mobile App v2Planning64%30%SC

Calendar

Every deadline on one timeline.

See milestones, due dates, and team capacity together so nothing slips through the cracks.

donefy.io · Projects · Calendar

Projects Calendar

Every task due date, milestone, stage window and evaluation meeting — one month grid.

June 2026Today
Light Modern Task Overdue Milestone Meeting Stage
SUNMONTUEWEDTHUFRISAT
1
2
3
4
Kickoff
5
6
7
8
9
Spec sign-off
10
11
Draft charter
12
13
14
15
16
17
Charter approved
18
19
20
21
22
Planning starts
23
24
25
Eval review
26
27
28
29
30

Templates

Spin up projects in seconds.

Reuse proven plans and workflows so every new project starts from your best-known approach.

donefy.io · Projects · Templates

Template Library

Proven project blueprints — pick one and your stages, gates, SLAs and starter tasks schedule automatically.

All templatesPMI / PMBOKAgileLean Six SigmaIT Service (ITIL)Quality (ISO)ManufacturingIndustry Playbooks

PMBOK Predictive (Waterfall)

The classic PMI lifecycle — Initiating → Closing

Full predictive lifecycle following the five PMBOK process groups with approval gates between phases.

8 stages~90 daysWaterfall
Preview stages Use template

Agile Scrum — 3 Sprints

Backlog, sprint cycles, reviews & retrospectives

Iterative delivery in two-week sprints with backlog refinement, planning, stand-ups, reviews and retros.

5 stages~49 daysScrum
Preview stages Use template

Kanban Continuous Flow

Visualize work, limit WIP, optimize flow

A continuous-flow board: Backlog → Ready → In Progress → Review → Done. Pull work, watch cycle time.

5 stages~30 daysKanban
Preview stages Use template

Six Sigma DMAIC

Define, Measure, Analyze, Improve, Control

The Lean Six Sigma improvement roadmap with tollgate approvals after every phase, driven by data.

10 stages~84 daysSix Sigma
Preview stages Use template

Kaizen Event (5-Day Blitz)

A focused week of rapid improvement

The classic lean rapid-improvement event: prep, five intense days on the floor, then a 30-day follow-up.

8 stages~47 daysKaizen
Preview stages Use template

PDCA Improvement Cycle

Plan, Do, Check, Act — the Deming wheel

The simplest scientific improvement loop. Plan a change, try it small, check the results, then act.

4 stages~28 daysPDCA
Preview stages Use template
Learn

Get productive on day one, with help and best practices right where you work.

Quick Start

Be productive on day one.

Guided setup gets your first project planned, assigned, and tracking in just a few clicks.

donefy.io · Projects · Quick Start
QUICK START

Plan like a PMP. Improve like a Black Belt.
Ship like you.

Your MS Project-class command center: real dependencies, Gantt & Kanban, flow diagrams, kaizen events, SLA alerts, meeting cadences and an embedded AI coach.

Take the 60-second tour Launch the wizard Browse templates PM resources

SIX STEPS TO MASTERY

STEP 1

Create a project

Pick a template (PMBOK, Scrum, DMAIC…) or start blank.

STEP 2

Shape the plan

Stages are phases; milestones mark dates; gates stop the flow.

STEP 3

Load the work

Add tasks — assignees, priorities, dates, checklists, % complete.

STEP 4

Pick your view

Seven lenses on the same data — List, Kanban, Gantt and more.

STEP 5

Run the cadence

Recurring evaluation meetings, overdue alerts and a daily digest.

STEP 6

Let the Copilot coach you

An embedded PMP + Black Belt: priorities, risks, status drafts.

Resources

Help right where you work.

Guides, tips, and best practices live inside the product so your team never gets stuck.

donefy.io · Projects · Resources
Knowledge Base Team Library
KNOWLEDGE BASE

The body of knowledge behind great execution

Search the knowledge base…
PMI & PMBOK Lean Six Sigma Kaizen & Continuous Improvement ITIL 4 — Service Management ISO Standards & Quality Manufacturing & Field Discipline Agile, Scrum & Kanban PRINCE2

PMI & PMBOK

The Project Management Institute's standards — principles, performance domains, process groups, EVM and the certification ladder.

What PMI and the PMBOK Guide are

The world's leading PM body, and how the 7th edition shifted to principles.

4 min in-app

The 12 principles of project management

The behavioral backbone of PMBOK 7 — twelve guidelines.

5 min in-app

The 8 performance domains

The interdependent areas you steer in parallel through delivery.

5 min in-app

The five process groups

Initiating → Planning → Executing → Monitoring → Closing.

3 min in-app

Earned Value Management (EVM)

Schedule and cost health in two numbers — SPI and CPI.

6 min in-app

Risk management essentials

Identify, assess, respond and monitor — the risk loop.

5 min in-app

Inside Projects

From kickoff to hand-off, one plan.

Start from a template or a blank project, then run it in the view that suits the work.

Guided project wizard

Pick a template or start blank, and stages, gates and starter tasks are built from your start date.

Gantt, board and table views

The same tasks as a list, table, Gantt, Kanban, cards or calendar, with predecessors and SLAs.

Reusable templates

Save your proven plans and stage structures so every new project starts from your best approach.

Portfolios and reporting

Group projects into portfolios and read progress, budget and analytics across all of them.

Module calendar

Milestones, due dates and meetings from every project on one calendar the team can share.

Process improvement tools

Fishbone, Pareto, flow and DMAIC views sit inside the project for root-cause work.

Why teams switch

Ship on time, every time.

One plan the whole team works from, from the first task to the final report.

Every project, in view

Plans, owners and progress stay aligned in a single workspace.

Deliver on schedule

Dependencies, SLAs and overdue alerts keep work moving so deadlines stop slipping.

Decisions backed by data

Portfolio reporting turns scattered status updates into one clear picture.

Questions

What teams ask first.

Yes. Choose a built-in template such as PMBOK, Scrum, DMAIC or Kaizen, or save your own, and the stages, approval gates and starter tasks are created from your start date.

List, table, backlog, Gantt, calendar, Kanban board and cards for planning and delivery, plus budget and analytics views for performance.

Yes. Portfolios roll related projects into one place so you can track progress and budget across all of them.

Quick Start walks you through your first project, and a project Copilot can answer questions using your live project data.

Ship your next project with confidence.

Plan, track and deliver in one workspace, alongside your CRM, Sales and Accounting.