Operations · Library course

Set Up Your Project Management System in 90 Minutes

Pick a tool that fits how your team already works, build the columns and templates behind it, and get three real projects running inside it.

  • Beginner
  • 20 lessons
  • 46 min to complete

7-day preview, no card needed. The course is in the library the day your academy goes live.

Operations

What it covers

What your people will learn.

  • Operations

Ninety minutes, and the work lives in one place your team actually opens.

Most project tools die in week three. They get chosen before anyone has named the shape of the work, configured over a weekend by one person, and handed to a team who were never shown what any of it means. The board stops moving and everyone drifts back to chat and email.

This course works in the other order. You name the shape of your team's work and let that rule out most of the market. You build four to six columns and write one sentence per column saying what moves a card in and out. You cut the task template to five fields and the project template to five parts. Then you import three live projects, wire four integrations, and run the forty-five-minute kickoff that hands the system to the team.

You walk away with a working system: a chosen tool, a defined board, two templates, three live projects, four integrations, a one-page operating doc, a named owner and a weekly review in everyone's calendar.

Who it's for

Founders: running projects out of their head and a chat app, and wanting one place that holds the work without a week of setup.

Operators and team leads: needing a workflow and templates the whole team can follow, not a tool only one person understands.

Freelancers and consultants: juggling several client projects and wanting a system that holds real work and keeps it visible.

The lessons

20 lessons, in order.

About 46 min to complete. Add the course and every lesson is yours to publish as it is, or to edit.

  1. Pick Your Paradigm1 min
  2. Match the Tool to the Work2 min
  3. Explain Why the Workflow Comes First3 min
  4. Define Your Workflow1 min
  5. Write the Status Definitions2 min
  6. Sort Six Cards6 min
  7. Choose Your Tool and Define Your Board2 min
  8. Build the Task Template1 min
  9. The Project Template1 min
  10. Cut the Template to Five Fields4 min
  11. Import Your First Three Projects2 min
  12. Import or Skip6 min
  13. Build Your Templates and Import Three Projects2 min
  14. Wire Up Four Integrations1 min
  15. The One-Page Stack Doc2 min
  16. Run the Kickoff2 min
  17. The Weekly Review1 min
  18. The Review That Got Skipped4 min
  19. Set Up Your System This Week2 min
  20. Review Your Finished System1 min

In your academy

A starting point, not a rental.

A library course works like any course you publish. Add it, make it yours, and your people see it as one of your own.

  1. 1

    One click

    Add it to your academy

    Find the course in the library, press Add, and it's in your catalog. Publish it as it is, or shape it first.

  2. 2

    Your brand

    Rebrand it, edit it

    It sits on your domain, in your colours. Change any word yourself, or ask the assistant for your wording, your examples and your policies.

  3. 3

    Practice

    Practice and the tutor come with it

    Type / in any lesson to add practice, from explain it back to drills and scenarios. Your people can ask the AI tutor about any lesson.

Questions

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  • Yes. Over 150 finished business courses are in the library the day your academy goes live, and adding one to your catalog is a single click. Once you publish it, it counts toward your plan's courses like any course you publish.

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7-day preview, no card needed. Or have us build it.