What a project is

A project is a set of activities, either yours or the customer's, that need to happen for a customer to reach a specific milestone. Common examples include onboarding programmes, security reviews, migrations, and any time-bound work that spans multiple steps and weeks.

Kanban view

Every project is rendered as a Kanban board with one column per stage. Each customer enrolled in the project is a card that moves through the columns as they make progress. You see at a glance which customers are at which stage, who is stuck, and who is approaching the finish line.

Automatic metrics and outliers

Cust automatically calculates the metrics that matter for a project (stage durations, time since last activity, completion rate) and highlights outliers visually. Customers stuck in the process are surfaced on the board so you can step in before the project stalls.

Open Projects

Create and reuse a project

Projects must be enabled for the workspace. Builders, admins, and owners can configure them. Open a project to review its stages, objectives, enrollment, and progress rules before adding companies.

Use Duplicate project from a project's menu to start a variation of an existing process. Review the copied definition before enrolling customers. Use a success plan when you need account-specific deliverables and dates alongside the process.