Projects

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 programs, 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.

Admins and owners choose up to four company card fields for the workspace. These fields can show the account details your team needs beside each company, such as segment, revenue, or the assigned manager. Hover over a value to see its field label.

Plan is Enterprise, Renewal date is November 30, 2026, Account health is Healthy, and Account owner is Alex Morgan.

Progress and overdue work

The project summary shows Companies Enrolled, Overdue Objectives, and Progress. Open Objective Stats for counts of On Track, Overdue, and Completed objectives across enrolled companies. Select a count to filter the pipeline to those accounts.

Company cards show stage completion and overdue indicators. Open a card to review its objectives, deadlines, and stage history before deciding what to do next.

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.

Archive a project

Choose Archive from the project menu when the process is no longer active. Archived projects stop responding to signal triggers and stop driving recommendations; pending tasks tied to the project are dismissed. Use Show archived in the project list to find it again, and Unarchive to make it active.