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Modèle de lancement de projet avec MCP : créer un tableau et les tâches de démarrage

Set up a new project in Corcava using MCP. This kickoff playbook shows you how to define scope, create a starter task list, add initial comments for risks and milestones, and generate a complete project setup—all through natural language prompts to your AI assistant.

Ce que ce workflow permet

Project kickoff with MCP streamlines new project setup:

Résultats clés

  • Project setup: Define project scope, timeline, and stakeholders
  • Starter tasks: Create initial task list based on project requirements
  • Risk documentation: Add comments identifying risks and mitigation strategies
  • Milestone tracking: Document key milestones and deadlines
  • Team alignment: Assign initial tasks to team members

Prérequis

Before using this workflow, ensure you have:

Workflow pas à pas

Step 1: Provide Project Information

Start by providing project details to the AI assistant:

Project Kickoff Template Prompt

"I'm starting a new project. Here's the information: Project Name: [Name] Timeline: [Start date] to [End date] Stakeholders: [List of stakeholders] Scope: [Brief description of what the project will deliver] Create a starter task list for this project. Include: - Project setup tasks - Initial planning tasks - First milestone tasks - Risk assessment tasks Show me the task list first before creating anything."

What the AI does:

  1. Analyzes project information
  2. Generates starter task list based on project type and scope
  3. Organizes tasks by category (setup, planning, milestones)
  4. Presents task list for review (no creation yet)

Step 2: Review and Customize Task List

Review the proposed tasks and add project-specific items:

Task Customization Prompt

"For the project kickoff tasks, I want to add: - A task for '[Specific requirement]' - A task for '[Another requirement]' Also, remove the task '[Task to remove]' as it's not needed. Update the task list and show me the revised version."

What the AI does:

  1. Modifies task list based on feedback
  2. Adds or removes tasks as requested
  3. Shows updated task list
  4. Waits for approval before creating tasks

Step 3: Add Risk and Milestone Comments

Document risks and milestones as comments on project tasks:

Risk Documentation Prompt

"For the project kickoff, identify potential risks and add them as comments. Also document key milestones. But first, show me what comments you'll add to each task. Wait for CONFIRM before adding any comments."

What the AI does:

  1. Analyzes project scope to identify risks
  2. Drafts risk comments (e.g., "Risk: [Description]. Mitigation: [Strategy]")
  3. Identifies milestones and drafts milestone comments
  4. Shows preview of all comments
  5. Waits for "CONFIRM" before calling add_task_comment

Step 4: Create Tasks (with Confirmation)

⚠️ Always Confirm Before Creating Tasks

Never let AI create tasks without explicit confirmation. Use this pattern:

  • Preview First: Show all tasks that will be created
  • Confirmation Token: Require "CONFIRM ALL" before creating
  • Review Details: Display title, description, assignee, due date for each task
  • Verify Project: Confirm tasks go to the correct project

Safe Task Creation Prompt

"Now create all the project kickoff tasks in Corcava. But first: 1. Show me exactly what you'll create (all tasks with details) 2. Confirm which project these will be created in 3. Wait for me to type CONFIRM ALL 4. Only then create the tasks If I don't type CONFIRM ALL, don't create anything."

What the AI does:

  1. Shows complete task list with all details
  2. Confirms project name and ID
  3. Waits for "CONFIRM ALL"
  4. Only after confirmation, calls create_task for each task
  5. Confirms each task was created successfully

Complete Workflow Prompts

Here are complete, copy-paste ready prompts:

Full Project Kickoff Workflow

"Help me kick off a new project: Project Name: [Name] Timeline: [Dates] Stakeholders: [List] Scope: [Description] 1. Create a starter task list for project setup 2. Include tasks for: project setup, initial planning, first milestones, risk assessment 3. Show me the task list first 4. Wait for my approval 5. After approval, assign tasks to [Team Members] and set due dates 6. Show me assignments 7. Wait for CONFIRM ALL 8. Create all tasks in project [Project Name] 9. Add risk and milestone comments (show me comments first, wait for CONFIRM) Important: Don't create or update anything until I type CONFIRM or CONFIRM ALL."

Use this when: You want a complete project kickoff setup

Quick Project Setup

"Set up a new project: [Project Name]. Create 5-7 starter tasks for project kickoff. Show me the tasks first, then wait for CONFIRM ALL before creating."

Use this when: You want a quick setup without detailed planning

Workflow Variants

Variant 1: Template-Based Kickoff

Use a standard template for common project types:

"For a [Project Type] project, use the standard kickoff template: - Project charter task - Stakeholder alignment task - Technical design task - Initial implementation task - Testing setup task Create tasks following this template for project: [Name]"

What happens: AI applies standard template based on project type

Variant 2: Milestone-First Planning

Start with milestones, then create tasks:

"For project [Name], I have these milestones: - Milestone 1: [Description] by [Date] - Milestone 2: [Description] by [Date] Create tasks that lead to each milestone. Show me the task breakdown first."

What happens: AI creates tasks organized by milestone

Example: Complete Project Kickoff Session

Here's a real example of how a project kickoff session flows:

User Prompt

"Kick off a new project: Project Name: Q2 Marketing Campaign Timeline: April 1 - June 30, 2026 Stakeholders: Marketing Team, Design Team, Product Team Scope: Launch new marketing campaign with website, ads, and content Create starter tasks, show me the list, then wait for CONFIRM ALL."

AI Response (Task List Preview)

Proposed Project Kickoff Tasks (8 tasks):

Project Setup (2 tasks):

  • Create project charter and define success metrics
  • Set up project board and initial workflow

Planning Tasks (3 tasks):

  • Define campaign messaging and target audience
  • Create content calendar
  • Plan ad campaign structure

Initial Milestones (3 tasks):

  • Complete website design (Milestone: April 15)
  • Launch first ad campaign (Milestone: May 1)
  • Publish first content piece (Milestone: April 10)

Ready to create? Type CONFIRM ALL to create all 8 tasks in project 'Q2 Marketing Campaign'.

Safety Patterns

⚠️ Confirmation Rules for Task Creation

When creating multiple tasks during project kickoff:

  • Always preview: Show complete task list with all details before creating
  • Require explicit confirmation: Use "CONFIRM ALL" for batch creation
  • Verify project: Confirm tasks go to the correct project
  • Review assignments: Check that task assignments make sense

En savoir plus sur les workflows d'écriture sécurisés →

Troubleshooting

Project Not Found

Symptom: Error when creating tasks

Possible causes:

  • Project doesn't exist yet (need to create project first)
  • Project ID is incorrect
  • Project belongs to different workspace

Fix: Use list_projects to find correct project ID, or create project in Corcava first

Too Generic Tasks

Symptom: Tasks are too vague or generic

Possible causes:

  • Project scope description was too brief
  • AI didn't have enough context

Fix: Provide more detailed project scope, or refine tasks after initial creation

Related Tools

This workflow uses these Corcava MCP tools:

create_task

Create project kickoff tasks

add_task_comment

Add risk and milestone comments

get_project

Get project details for context

Related Use Cases

Sprint Planning

Convert sprint goals into tasks

Meeting Notes to Tasks

Extract action items from meetings

Start Your Project with MCP

Connect your AI assistant to Corcava and automate project kickoff

Get Started →Tool Reference