> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.moveworks.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.moveworks.com/_mcp/server.

# Project Managing

# Overview

To build on Moveworks, you'll want to have the following resources in place:

1. **An idea tracker** to scope & prioritize use cases
2. **An project plan** to define & document exactly how your use cases will be built
3. **A delivery schedule** to track development blockers and make sure your use case makes it to production.

To help you with this process, we’ve created a number of assets to keep you on track. We recommend you create internal versions of these that you can adapt to YOUR business process.

Spreadsheets / Docs are a good start, but over time, you'll want this content to live in a proper project management tool like the following:

* Jira Projects
* Asana Boards
* Github Projects
* ServiceNow Ideas
* Azure DevOps
* Notion

# Example Resources

## Idea Tracker

*Keep track of ideas that you want to scope / build*

[(Google Sheets)](https://docs.google.com/spreadsheets/d/1pT9mw4321CcSmQ3jXRozMVOmKV1Y4whMP3Bvvyz2ypw/edit#gid=0) [(XLSX)](https://developer.moveworks.com/planning_idea_tracker.xlsx)

## Project Plan

*Align cross-functional teams on the scope of what is getting built*

[(Google Docs)](https://docs.google.com/document/d/1CAGWrv6kvSQUSKPNA6F_k02WGzpclq7yn4V87WQa6rg/edit) [(DOCX)](https://developer.moveworks.com/planning_project_plan.docx)

## Delivery Schedule

*Single source of truth to keep projects on track*

[(Google Sheets)](https://docs.google.com/spreadsheets/d/1COtKKGq3jjHzGJz69nK9mPMqD6WQYzTn5BGJSrTpGLc/edit#gid=1068750912) [(XLSX)](https://developer.moveworks.com/planning_delivery_schedule.xlsx)