Product Map
ProjectDesk is organized around client workspaces. A workspace represents one organization, program, or operational environment where projects, field activity, evidence, reporting, and managed support are coordinated.The Main Product Journey
The normal ProjectDesk journey follows this sequence:- A platform administrator creates a client workspace.
- The client workspace is configured with projects, workstreams, field locations, and activities.
- Team members are assigned roles.
- Field teams submit evidence against assigned activities.
- Managers and MEL leads review submitted evidence.
- Indicators, risks, stakeholder updates, and reports are maintained as work progresses.
- Complex operational issues are escalated to the ProjectDesk services team.
- Stakeholders use the workspace to understand progress and review validated information.
Product Areas
| Area | What it is for | Who usually uses it |
|---|---|---|
| Landing page | Public introduction to ProjectDesk and entry point into the app | Prospects, clients, stakeholders |
| Login | Secure access to the private workspace | All users |
| Organizations | Switching between client workspaces | Platform administrators, client leads, services users |
| Overview | High-level workspace status, metrics, and next workflows | Managers, MEL leads, services users |
| Operations | Project setup, field evidence, reporting, and service cases | Most workspace users |
| Team | Workspace access and role management | Platform administrators, workspace owners, managers |
| Setup | Workspace creation and pilot workspace creation | Platform administrators |
Workspace Tabs
ProjectDesk avoids one long page by grouping the product under tabs.Overview
The Overview tab gives a quick read on the active workspace. It shows organization details, workspace metrics, and the next workflows that need attention. Use Overview when you want to answer:- Which client workspace am I currently looking at?
- What is the status of the workspace?
- What type of operational work should happen next?
Operations
The Operations tab is the main work area. It contains four sections:- Setup
- Evidence
- Reporting
- Services
Team
The Team tab manages workspace access. It shows the people assigned to the workspace and the role each person has. Use Team when you need to add a colleague, services user, field user, stakeholder viewer, or auditor viewer to the workspace.Setup
The Setup tab is for platform administrators. It is used to create new client workspaces and create pilot workspaces for demonstration or internal training.Operations Sections
| Section | Purpose |
|---|---|
| Setup | Create the project structure: client projects, workstreams, locations, and activities |
| Evidence | Submit field evidence, review submissions, and import CSV field data |
| Reporting | Track indicators, risks, stakeholder updates, and reports |
| Services | Escalate operational issues and resolve service cases |
What ProjectDesk Is Designed To Replace
ProjectDesk reduces the need to coordinate important work across scattered email threads, disconnected spreadsheets, private message threads, and one-off file folders. It gives every authorized user a shared view of:- What work is planned
- What field evidence has arrived
- What evidence has been reviewed
- What is blocking progress
- What stakeholders have been told
- What support the ProjectDesk services team is handling