Projects Template

Pilot

General coordination template for multi-step field projects.

Projects Template coordinates shared project spine states, role handoffs, and obligation-driven next actions.

Templates define the business context. Motions perform the reusable utility work. OweMotion holds the truth.

Who It Is For

Teams running mixed project workflows with coordinator-led execution.

Pain It Solves

Fragmented lifecycle ownership across intake, scheduling, proof, and money states.

Workflow Overview

Core statuses: intake -> active -> blocked -> ready -> complete

Utility Motions used: LeadMotion, ProofMotion, FollowUpMotion, PayMotion

Proof Captured

  • - milestone_photos
  • - handoff_confirmation
  • - completion_proof

Common Obligations

  • - owner_follow_up
  • - crew_handoff
  • - closeout_payment

Follow-up & Review

Follow-up rules

  • - blocked-state escalation
  • - completion follow-through

Review triggers

  • - closeout complete

Payment Triggers

  • - milestone confirmation
  • - final proof accepted

Status Notes

Projects shell behavior is active in pilot workspaces.

Next step

This page reflects current template status and scope. It does not imply full activation where status is Foundation, Pilot, or Coming Soon.