Project Management

# Onboarding that starts itself.

Projects for onboarding and everything after it: tasks, owners, dates and a view the customer can actually see.

## What is inside

- **Projects**: Manage onboarding and other projects
- **Task Lists**: Owners, dates and dependencies per step
- **Templates**: Reuse the plan that worked last time
- **Milestones**: Mark go-live and the steps that gate it
- **Customer Visibility**: Share progress without a status email
- **Workload**: See who is carrying which account

## Why it works on one record

### Fired by the deal

No kickoff meeting needed to create the plan — the closed deal does it.

### Blockers in one place

A stuck task is visible on the customer record, not buried in chat.

### Time to live, measured

Sale-to-live comes off the plan itself rather than a manual tally.