New Project

Creates a Trello board from the template, renames the milestone lists, and adds a tracking card to the Dashboard.

Project Identity

Project Name *

Project Owner * — runs it day-to-day

Process Owner — keeps the process running

Decision Owner — final say on scope & trade-offs

Start Date

Target Ship Date

Purpose (Why)

Problem we're solving * — what breaks or causes friction today?

Who it's for — primary beneficiary

Why now — why can't this wait?

Target Outcome — what does success look like?

Milestones / Phases — renames the board lists so your board is ready immediately

Phase Name Target Date

Up to 6 phases. Add tasks under each phase — they become cards on the project board immediately.

Cancel

✅

Project created!

Board and dashboard card are ready.

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