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Documentation / Plan and work

Choose and adapt a project template

Inspect the task set, source and dates before starting a project.

What ProjectFrame contributes

ProjectFrame is the structured plan catalog behind Kanbai's template work. A template provides an ordered starting task set; the project you create is your team's working instance.

Open a template and read its description, tasks and source-guide link. Select it because its work fits your engagement, not simply because the title sounds similar.

Open the template catalog

Adapt it to the engagement

A source guide explains a template's origin. It does not certify that the resulting plan fits a particular client. Your team reviews the plan and decides what completion requires.

  1. Check the intended outcome and read the existing task descriptions.
  2. Identify missing deliverables, approval steps and dependencies before kickoff.
  3. When you have project access, create a project using the selected template and review the resulting tasks, dates and owners.
  4. Add or edit work in the project as the engagement requires. Keep the source context so later reviewers understand the starting point.

Plan and document are different objects

A project template creates a task set. A scope statement or statement of work describes the engagement. Review both together so the documents and work agree.

Use the existing glossary when dependency or document terminology is unfamiliar.

Choose a project documentUnderstand finish-to-start dependencies

FeatureVisionCurrent stateGapPlanned timing
Templates and ProjectFrameA fitting starting plan with useful tasks and clear completion requirements.Public templates show an ordered task set and source context; permitted users can start project work from a template.Broader reviewed plan coverage and deeper task-by-task adaptation.Not yet scheduled
Completion and reviewWork is complete only after its requirements have been checked.Task statuses and completion reports record what a person or agent says is done.An independent task-verification event and complete review history.Not yet scheduled

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Documentation prepared with AI assistance; examples checked against Kanbai. Your team owns and reviews its project documents.

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