Skip to main content

Example: Team Project

Best Practices: Managing a Team Project

Keeping a remote team aligned requires centralized tracking for deadlines, duties, and meeting notes. By combining shared calendars, task lists, and notebooks, project managers can create a dedicated workspace for any initiative.

Note on access: To share resources across your organization, the main shared account must be an Enhanced mailbox. Because you can mix mailbox types under a single domain, the team members receiving access can use either Basic or Enhanced accounts.

Step 1: Create and Share a Project Calendar

Create a specific calendar dedicated to project deadlines and milestones. Share this calendar with the team and grant them "Write" or "Write and delete" access so members can add their own timeline updates and schedule project meetings.

Step 2: Share a Project Task List

Keep everyone accountable by creating a shared Task list for assigning duties. Grant the project team "Write and delete" access. This ensures team members can update statuses, check off completed action items, and add new deliverables as the project evolves.

Step 3: Collaborate with a Shared Notebook

Create a dedicated notebook for meeting minutes, project outlines, and strategy briefs. Share it with your team and set their permission to "Write and delete". This allows everyone to contribute to the documentation and edit notes in real time.