Kit

Projects & Deadlines

Every project’s real state — and what’s at risk before the deadline is.

Every project's real state — not the state from the last status meeting. Tell Osprey about each project once — what it is, who has it, when it's meant to land — and the next few milestones between here and there; from then on, mention a date, a slip or a milestone landed in any conversation and the board moves. Each project on one table with its owner, its status and its next milestone; every milestone drawn as a run on a timeline, ending on the day it is due; the milestones by status and by owner; and, every Monday, what is at risk this week — due within seven days and not progressing, or flagged — written up before the deadline does it for you. Ask for a status note before a meeting and it is written from the record, in plain words, into your vault. The work under each milestone is a list you tick on the board, what waits on what is kept and drawn, and the risks and issues stay on record until they are dealt with. The budget and what has been spent are kept as you give them, and the Monday sweep counts what each person has open, as a count and never a verdict. A kick-off brief at the start, an update drafted for you to send, and a look back at the end are written from the record, and a check-in on a project's milestones is a button on the board. Osprey never re-plans a project or hands out work: after a slip it records the dates you give. Nothing here reads a project tool unless you enable one by name, and nothing ever writes to one.

Try it free

1 agent, 1 routine, 1 dashboard, 4 datasets, 5 skills. Installing ends with Meet Osprey — a short conversation sets it up, and everything can be retimed or paused after.

ProjectsExample data
The boardevery project still live
Northwind rebrandactive · Alice · next: brand guidelines signed offin 9 days
Customer portal launchat risk · Bob · next: beta build to testersin 5 days
Billing migrationactive · Dana · next: invoices cut overin 23 days
TimelineSeptember
123456789101112131415161718192021222324252627282930

each milestone, from the day it was set to the day it is due

How the milestones standevery milestone on the log
6
  • Planned3
  • On track2
  • At risk1

one at risk, and it is the one due first

At risk this weekwritten on Monday

Beta build to testers — Customer portal launch

due in 5 days · at risk · Bob

Customer portal launch

project marked at risk · target in 16 days

The crew

Osprey

Sees every project from height, and speaks only when one is about to slip.

Patient, unhurried, sees the whole plot from height; moves only when something is about to slip.

What else it installs

Projectsdataset

One row per project — who has it, where it stands, when it lands, and what comes next.

Milestonesdataset

Every milestone, one row each, against its project — when it started, when it is due, and how it stands.

Tasksdataset

The work under each milestone, one row per task — whose it is, when it is due, and whether it is done.

Risks and issuesdataset

What might go wrong and what already has, against each project — whose it is, what is being done, and whether it is closed.

Project captureskill

"The beta slipped to the 24th" — and the board moves.

Status noteskill

"Where are we on the rebrand?" — a plain status note, written from the record, into your vault.

Milestone tasksskill

"For the beta we still need the login fix and the tester guide" — the work under a milestone, on a list you tick.

Risks and issuesskill

"The payment provider might not sign off in time" — on record against the project until it is dealt with.

Kick-off and look backskill

A kick-off brief at the start and a look back at the end, both written from what you said and what the record holds.

Projectsdashboard

Every project's real state on one table, what is at risk this week, the work and the worries under it, and every milestone on a timeline.

Project sweeproutine

Mondays — reads what has been said, moves what the evidence moves, and writes up what is at risk this week.

Runs mondays · 7am

How it works

The mechanics of this kit, plainly — what runs and when, where the data lands, and what you look at.

  • Project sweep runs mondays · 7am and keeps the Projects dashboard fresh. Mondays — reads what has been said, moves what the evidence moves, and writes up what is at risk this week.
  • What is captured lands in the Projects dataset, which lives at Data/Projects in your vault — yours to open, search, and edit like any other file.
  • What is captured lands in the Milestones dataset, which lives at Data/Milestones in your vault — yours to open, search, and edit like any other file.
  • What is captured lands in the Tasks dataset, which lives at Data/Project Tasks in your vault — yours to open, search, and edit like any other file.
  • What is captured lands in the Risks and issues dataset, which lives at Data/Project Risks in your vault — yours to open, search, and edit like any other file.
  • The Projects dashboard reads from the dataset and shows, at a glance: the board · at risk this week · milestones by status · check in on the milestones · milestones in the next 30 days · tasks still to do · risks and issues · open now, by owner · budget, as you told it · milestones by owner · projects on the register · timeline · how this board works.

The wiring, in one breath: Project capture writes to Projects · Project capture writes to Milestones · Projects shown by Projects · Milestones shown by Projects · Projects kept fresh by Project sweep · Project sweep run by Osprey · Osprey holds Project capture · Osprey holds Status note · Osprey holds Milestone tasks · Milestone tasks writes to Tasks · Tasks shown by Projects · Osprey holds Risks and issues · Risks and issues writes to Risks and issues · Risks and issues shown by Projects · Osprey holds Kick-off and look back.

Getting the most from it

A kit earns its place when it changes what you look at and what you say, not when it is installed. This is the rhythm that makes it pay.

  • Give each project its owner and its target the day you add it, and its next milestone or two — The board is worth a glance from that moment. A blank is honest; fill it when you know.
  • Say what happened the way you’d say it in the corridor — "the beta slipped to the 24th", "sign-off is at risk", "the portal went live" — and Project capture moves the one row that changed. With more than one project live, name which; if you don’t, Osprey asks rather than guessing.
  • Read At risk this week on Monday morning, after the Project sweep has been through what was said. It lists only what is due within seven days and not on track, what is marked at risk or blocked, and what is past its date with no word — a milestone nobody mentioned is never on it.
  • Before a status meeting, press Check in on the milestones and go through the project one milestone at a time — where each stands, and a note — then ask Osprey for a status note — "where are we on the rebrand?" — and take the file it writes under Projects/ into the room. It says what moved, what is at risk and what nobody has said yet; it never invents progress. Ask for an update for a sponsor or a client and it drafts one from the same record for you to send; it never sends anything.
  • Read the Timeline for shape, not for judgement: each milestone is a run from the day it was set to the day it is due, and the Milestones log’s own timeline also draws what waits on what. Milestones by owner counts every milestone on the log, done ones included; what each person has open now, milestones and tasks together, is Open now, by owner — a count from the Monday sweep, never a verdict on anyone.
  • When a milestone shows as missed because its day passed and nobody said, say what actually happened — "that shipped on the 3rd" — and the row corrects itself. That one word is what keeps the board true.
  • Say the work under a milestone as it comes up — "for the beta we still need the login fix and the tester guide" — and Milestone tasks puts each piece on Tasks still to do, under its milestone. A task nobody has picked up stays without an owner until you name one, and none gets a due date you didn’t give. Tick one on the board when it’s done.
  • Mention a worry or a problem when it appears — "the payment provider might not sign off in time" — and Risks and issues keeps it against the project, in your words, until you tick it closed on the board. Nothing is scored: an impact you don’t give stays blank. Ask what could go wrong and Osprey asks the questions; it never adds a risk of its own.
  • Say the budget when you have one and the spend when it changes — "we’ve spent about 12k" — and the board’s budget list sets the two side by side with the day you said it. Nothing there is worked out for you: a single payment is not the total, so Osprey asks for the running figure.
  • Start a project with a kick-off brief and close it with a look back: Kick-off and look back writes both under Projects/, the look back setting what happened beside what the brief said the project was for, with your own words on what you would do differently. After a slip, give Osprey the new dates: it tells you what waits on the slipped milestone and records what you decide, but it never re-plans the project or hands out work.

Make it yours

Nothing here is fixed. The pieces are ordinary agents, routines, datasets and dashboards, so anything you know about shaping those applies. Retire whatever earns nothing.

Things people usually change first

Say any of these in chat, or edit them on the kit’s page in the app.

  • What you call each project — the name on the register is the word Osprey uses back.
  • When the Monday sweep runs, or turning it off and keeping the register by hand.
  • How far ahead "at risk" means for you — seven days is what the sweep lists by default.
  • Whether a project tool is read at all, and which workspace or board — enabled by name, read only.
  • Where status notes are filed, and who owns a milestone by default when you don’t say.
  • Who an update goes to and what it should cover — say it once and Osprey keeps it for the next one.
  • A lesson from a look back you want kept for the next project — "give sign-off two weeks" — as a standing rule.

Your first run

Installing starts a short setup conversation — not a form. Answer roughly, correct later.

  1. Installing ends with "Meet Osprey" — a short conversation, not a form. Before it asks you anything, Osprey looks at what you have already told 1Presence and at any project notes, plans or briefs in your vault, and offers what it finds for you to confirm. Then it goes project by project, asking only for the gaps: what you call it, who has it, where it stands, when it is meant to land, then the next milestone or two of each, with whose it is and when it is due. Each row lands as you say it; a rough date is written as rough, a blank stays blank. Once, in passing, Osprey asks what you most want from keeping projects here, and keeps the answer as a preference.
  2. Nothing in that conversation reaches outside 1Presence, and no project tool is asked for. If you say your projects live in Motion or monday.com, Osprey says once that the Monday sweep can read it if you enable it by name — and asks for access the first time the sweep reaches for it, from its own screen, never in the conversation.
  3. Skip the conversation, or stop part-way, and the door quietly stays open. What is still missing waits on the Kit page with a way back to Osprey, and Osprey offers it once the next time you talk: a project, when it is meant to land, or its next milestone. Tell it a part does not apply to you, or that you have finished setting up, and it stops asking. The first Monday leaves one card inviting you in rather than searching an empty register.
  4. From then on the sweep runs every Monday morning: it reads what has been said about each project since last week — your conversations with Osprey, your notes under Projects/, and any tool you enabled — moves a status or a date only where the evidence is plain, marks a milestone missed when its day has passed with no word, and writes up At risk this week, the 30-day list, the open count by owner and the budget list. It says something only when something is at risk.

Watch the first pass, then tell it what you would have done differently — that correction teaches it more than any setup could.

The essentials

Learning, preferences and run costs work the same in every kit — so they are covered once, in the Kits guide.

Living with a Kit — the Kits guide →

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Put the Projects & Deadlines kit to work.

Install it, run it once against something that already happened, and see whether what comes back sounds like you.

Try it free

Everything it installs can be retimed, paused, or removed.

Last reviewed