Playbooks / Project + Task Ops
Project + Task Ops — 8 workflows.
The execution layer: projects scoped, milestones visible, blockers surfaced early, and meetings converted into motion. Status is always truthful — a project dashboard that lies is worse than none.
What ships
- 8 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Planning
Kickoff + Scope Docs
Runs the kickoff capture: goals, deliverables, owners, dates, and what's explicitly out of scope. Success criteria defined before work starts.
See the workflow →Milestone Roadmaps
Break the work into milestones with owners and dates. Dependencies marked; the critical path visible.
See the workflow →Sprint / Cycle Planning
Plans the next cycle from priorities and capacity: what's in, what's deferred, and what would overload the team.
See the workflow →Tracking
Status Reports
Weekly project status: on-track / at-risk / off-track per workstream, what moved, what's blocked, decisions needed. One page.
See the workflow →Standup Digests
Converts async check-ins into the one digest: what everyone's doing, where the collisions are, who needs help.
See the workflow →Blocker Escalation
When blocked: name the blocker, its cost in delay, and the person who can unblock it. Escalates early, politely, and on the record.
See the workflow →Learning
Want this track running, not just listed?
Every workflow here is already installed in the Project + Task Ops agent. Walk the live box and put one of them to work.