Project Management with AnyDB

Overview

This guide shows how to use AnyDB to manage projects, timelines, tasks, deliverables, and stakeholders—all in a unified, customizable workspace. Whether you're running internal ops, client-facing engagements, or cross-functional initiatives, AnyDB helps you stay organized, on track, and fully in sync with your team.

Business Problem

Project management tools often feel too rigid, too generic, or too fragmented—especially when you need to track both structured tasks and unstructured context like documents, notes, and meetings. Teams resort to juggling spreadsheets, chat threads, and disconnected platforms, leading to missed deadlines and unclear ownership.

Solution Summary

With AnyDB, you can:

• Plan and manage projects using customizable templates
• Track milestones, deliverables, owners, timelines, and dependencies
• Nest tasks within projects, and projects within programs
• Store and link related documents, notes, and assets
• Use dashboards to monitor progress, blockers, and completion rates

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Step-by-Step Instructions

1. Create a Project

• Go to your Projects database
• Click + New Item
• Add core project details: name, description, timeline, project owner, team, and priority
• Define the project type (e.g., Client Project, Internal Initiative, Campaign, Launch)

2. Add Tasks or Milestones

• Use linked or child documents to add Tasks under each project
• Include fields like:
  • Title and description
  • Due date
  • Assigned owner
  • Priority and status (To Do, In Progress, Done)
• Group tasks into phases or sprints using labels or custom fields

3. Track Progress

• Use badges or calculated fields to:
  • Show overall completion (% of tasks done)
  • Highlight overdue or blocked items
  • Summarize by priority or category

4. Attach Supporting Materials

• Upload project files, design specs, or strategy decks directly into the project record
• Add meeting notes as Pages
• Link tasks to related records like CRM deals, product specs, or finance docs

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Data Model & Structure

Field	Description
Project Name	Name of the project or initiative
Owner	Primary person responsible
Team	Group or department involved
Start & Due Date	Planned timeline
Status	Not Started / In Progress / Blocked / Completed
Priority	High / Medium / Low
Related Tasks	Nested or linked subtasks
Completion %	Auto-calculated based on task status
Related Files	Uploads or linked documents
Notes or Updates	Freeform space for ongoing status and comments

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Reporting & Views

Use filters and saved views to track:

• Active projects by team or department
• Projects due this week or month
• Tasks grouped by status, owner, or priority
• Blocked or overdue tasks

Build dashboards to monitor:

• Project completion rates
• Task distribution by team or owner
• Open tasks by phase, status, or category
• Timeline heatmaps or Gantt-style views (using date fields)

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Sharing & Collaboration

• Assign project ownership and task-level responsibility
• Use comments and status fields to provide updates
• Share filtered views or dashboards with leadership or clients
• Collaborate in real time with team-based access and permissions

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Tips & Best Practices

• Use color-coded priority fields to flag high-risk tasks
• Add follow-up dates for key milestones or reviews
• Use folders or tags to group projects by type or initiative
• Link each task or project to the OKRs they support
• Use Pages for unstructured notes, retrospectives, or planning docs

Pro Tip: Clone