Core capabilityTasks and structured workOrganize project tasks or work items in a plan.
4 points maximum | Supported4 / 4 pts Project tasks are organized in shared plans. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityTimeline or dependency planningPlan dates or dependencies in timeline, Gantt or dependency views.
4 points maximum | Supported4 / 4 pts Timeline, Gantt and dependencies are explicitly documented. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkDependency-aware reschedulingMove linked task dates or identify downstream impact when a predecessor changes.
5.6 points maximumAsk for a demonstrationDelay a predecessor and show which dependent dates or warnings change. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts Dependency preferences shift connected task dates and preview changes; dates and dependency relationships must be configured. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkBaseline or planned-versus-actual trackingCompare a saved or planned schedule with current progress or actual dates.
6.4 points maximumAsk for a demonstrationSave a plan, change delivery dates and show the variance from the original plan. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 pts Gantt view supports a dated project baseline for comparing the current schedule with its earlier state. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityDiscussion attached to workDiscuss work through comments, updates or project chat.
4 points maximum | Supported4 / 4 pts Comments are attached to shared project work. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityShared documents or reviewCollaborate on documents, attachments or reviewable work within a project.
4 points maximum | Not verified0–4 / 4 pts The reviewed documentation does not establish shared documents or review at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source ↗ |
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Depth checkWork or document version historyInspect prior task/document values or restore an earlier version.
5.6 points maximumAsk for a demonstrationChange shared project content and show the previous version and restoration options. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts Task activity history records description, assignee, due-date and other changes. This establishes history inspection, not universal restoration. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkScoped external-collaborator accessLimit an external collaborator to selected work while protecting unrelated project information.
6.4 points maximumAsk for a demonstrationInvite a test guest to one project and show that another project remains inaccessible. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 pts Team and project sharing scopes visibility; limited-access collaborators cannot access unrelated unshared team work. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityTriggered workflow automationRun configured steps when a task or project event occurs.
3.2 points maximum | Supported3.2 / 3.2 pts Rules and workflow builder automate steps. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityAutomated routing or approvalsAutomatically route work, assign it or initiate a review/approval.
3.2 points maximum | Not verified0–3.2 / 3.2 pts The reviewed documentation does not establish automated routing or approvals at this feature level. This is an evidence gap, not a finding that the capability is absent. Not verified · Oct 15, 2026Source ↗ |
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Depth checkMultiple-condition workflow rulesCombine conditions before a workflow changes or routes work.
4.8 points maximumAsk for a demonstrationCreate a rule for an overdue high-priority item and show that a low-priority item does not trigger it. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Rules support multiple conditions and ordered branches for different actions. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkApproval outcomes in the workflowCapture approval/rejection or requested changes and use that result to advance or reroute work.
4.8 points maximumAsk for a demonstrationReject an approval request and show the item returning to its owner with the decision recorded. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Approval tasks record formal decisions and rules can continue the workflow on approval. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityCross-project portfolio visibilitySee or report across multiple projects in one view.
2.4 points maximum | Supported2.4 / 2.4 pts Portfolios require a higher tier. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityResource or workload planningReview or allocate team capacity across work.
2.4 points maximum | Supported2.4 / 2.4 pts Resource/workload features require a higher tier. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkCapacity and overload visibilityCompare allocated work with individual or team capacity and identify overload.
3.2 points maximumAsk for a demonstrationOver-allocate a person across two projects and show where the conflict appears. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts Advanced portfolios track cross-project status/timelines and workload displays team bandwidth for rebalancing. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkPortfolio progress or metric rollupsAggregate progress, dates or configured measures from multiple projects into a portfolio report.
4 points maximumAsk for a demonstrationChange a project measure and show the corresponding portfolio total or status update. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts Advanced portfolios track cross-project status/timelines and workload displays team bandwidth for rebalancing. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityAI work summaries or contentGenerate or summarize content using work or project context.
2.4 points maximum | Supported2.4 / 2.4 pts AI generates summaries of work. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityAI-driven work actionsUse AI to classify, update, route or execute steps on work items.
2.4 points maximum | Supported2.4 / 2.4 pts AI Studio executes workflow steps within account credit allowances. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkAI respects work-access boundariesDocument that AI uses only work the requester or configured agent can access.
3.2 points maximumAsk for a demonstrationAsk AI about a restricted project as a guest and show the boundary. A scenario to run with the supplier; not a completed product test. | Supported3.2 / 3.2 pts AI Teammates and Dash use the triggering user's connected-app access; the integration cannot see or do more than that user. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkReview or scope AI work-changing actionsRequire approval or explicitly configure which work-changing actions an AI assistant/agent may perform.
4 points maximumAsk for a demonstrationAsk AI to update a task and show the review step or configured action permissions. A scenario to run with the supplier; not a completed product test. | Supported4 / 4 pts AI Teammates prepare or edit rules through the rule builder; a person reviews and publishes the changes. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkKeep one task synchronised across multiple projectsDemonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Keep one task synchronised across multiple projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts One task stays synchronised across multiple projects. Documented for Personal, Starter, Advanced, Enterprise and Enterprise+. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source ↗ |
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Depth checkIdentify the project's critical pathDemonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Identify the project's critical path. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkRegenerate recurring work after completionDemonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Regenerate recurring work after completion. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Completing recurring work creates its next occurrence. Recurring tasks; comments are not copied into the next instance. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source ↗ |
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Depth checkProtect public intake forms against automated spamDemonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Protect public intake forms against automated spam. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkRecover accidentally deleted tasks or projectsDemonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Recover accidentally deleted tasks or projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Deleted tasks and projects have recovery workflows. Deleted-item recovery within documented retention and permissions; not permanent deletion. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source ↗ |
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Depth checkCalculate task metrics with formula fieldsDemonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Calculate task metrics with formula fields. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Supported2.5 / 2.5 pts Formula fields calculate values from task data. Formula custom fields; exact current plan entitlement not established. Global capability evidence; local plan availability and interface language are not inferred. Official documentation · Oct 21, 2026Source ↗ |
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Depth checkLink dependencies between separate projectsDemonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Link dependencies between separate projects. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkDelegate an absent project approver's decisionsDemonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task.
2.5 points maximumAsk for a demonstrationDemonstrate: Delegate an absent project approver's decisions. State the plan, limits and behaviour on failure. Use two linked projects and an overdue task. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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