<aside> 💡 Tip: Use this template to create a integration charter with dynamic elements. The table of contents below automatically adds any header you add. Each database has different views — find instructions above each one.

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Table of contents

Ambition (success vision)

Add the higher level goal of your new colleague integration.

Milestones, schedule & rituals

Manage tight deadlines required by listing out specific milestones, their status, and who's the point person. Click into each card to add notes and do the work right inside.

↓ Click Timeline view to create and see other views of your milestones.

Timeline

Team members & owership into the integration

Add your team here along with their roles and responsibilities.

↓ Click Table view to create and see other views.

Team

Communication rules