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Projects page showing a grid of project cards, each with lifecycle stage tags, a progress bar, a count of initiatives, milestones, and tasks, and a View Details button.

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Why you’re here

The cross-customer view of every active engagement. Open this for Monday stand-ups, resource planning, or to see what’s in flight across the team without hopping from customer to customer.

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What it is

Projects lists every customer engagement across your portfolio in a single grid. Each card names the project, links it to the parent customer, gives a short description, and surfaces how far along it is. Use this page as the operating view for in-flight implementations and transformation programs.

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When to use it

  • Pull up the full engagement backlog during an internal standup or pipeline review.
  • Find a project fast by typing into the search box rather than navigating through each customer.
  • Spot stalled work by scanning progress bars that are still at 0%.
  • Start a new engagement with the New Project button when a statement of work is signed.
  • Click View Details on any card to open the project workspace with its initiatives, milestones, and tasks.

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What you’ll see

  • A header titled Projects with the subtitle “Track customer engagement projects through their lifecycle” and a New Project button on the right.
  • A search input labelled “Search projects…” running the full width of the content area.
  • Cards with two pill tags at the top: a lifecycle stage (discover, evaluate, consider) and a status (active).
  • A project title, the parent customer name, and a one-line description of the engagement.
  • A Progress bar with a percentage, plus a counter line showing initiatives, milestones, and tasks for that project.
  • A View Details button at the bottom of each card to open the full project view.

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Creating a project

Create New Project dialog with fields for Customer, Project Name, Lifecycle Stage, Priority, Risk Level, and Description.

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Why you’d create one

A project is a specific engagement running inside a customer — a delivery, a transformation program, an implementation. Each project gets its own Customer Success Plan, Digital Assessment, and lifecycle stage, so creating one sets up the workspace where initiatives, milestones, and tasks are tracked.

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How to create one

1

Open the dialog

From /accounts/projects, click New Project in the top right.
2

Fill in the details

  • Customer (required) — pick the parent customer the project belongs to.
  • Project Name (required) — a short, recognisable name for the engagement.
  • Lifecycle Stage — start the project in the right stage (Discover, Consider, Evaluate, Growth).
  • Priority — Low, Medium, or High; used for sorting and filtering.
  • Risk Level — Low, Medium, or High; surfaces on the card and in reports.
  • Description — a one-line summary of what the project is set up to deliver.
3

Save

Click Create Project. The new project appears as a card in the grid.

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What happens after

The project becomes the home for its initiatives, milestones, tasks, and its own Customer Success Plan and Digital Assessment. Progress on the card updates as those children are completed.

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Next

All accounts

Jump back to the customer portfolio these projects belong to.

Stakeholders

See the people sponsoring and delivering these projects.