HI
Human Institute
Workspace
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✦
Ask Claude
Connecting…
Plan
People
Dashboard
Brief
Add event
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Event name
What this specific event is called.
Part of a series?
(optional)
Type
Status
Confirmed
Tentative
TBD
Year
Month
Day
Linked project (optional)
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Event types
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A type that still has events on the calendar can’t be removed — reassign those events first.
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Add document
Title
Link (Google Drive or elsewhere)
Project
Kind
Charter
Project plan
Budget
Brief
Guide
Other
Owner
Status
Draft
In review
Approved
Superseded
Notes
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Team member
Name (as used in tasks)
Full name
Title / role
Google sign-in email
Unit (org chart)
Focus / notes
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✦
New project
Project name
Project coordinator
Event date
Colour
Project charter (link)
Shared drive (link)
Members & access
+ Add a person by email
Everyone at HI sees the plan. Membership decides who can read this project’s
meeting notes
. Coordinators can also edit the plan and approve its Inbox. The coordinator named above is always a member; directors see everything.
Start from
Classic PM phases (Initiating → Planning → Executing → Monitoring & Controlling → Closing)
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Team
+ Add person
Removing a person keeps their name on existing tasks; reassign those tasks when convenient.
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