# Ongoing - Your actions
**Where to find it:** Ongoing in the left navigation **Who can access it:** All team members
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**What it is**
Ongoing is the operational home of Startdeliver. While the Customers view gives you the portfolio picture and the customer profile gives you the account detail, Ongoing is where your team actually works — managing what needs to happen today, this week, and across all their active customers simultaneously.
A CSM who starts their day in Ongoing sees everything that needs their attention: overdue tasks, unread customer messages, upcoming meetings, active projects, and goals that are approaching their deadline. Nothing requires switching between customers or digging through profiles — it's all surfaced in one view.
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**The six tabs**
**My Task List** Every task assigned to you, across all customers, in one list. Filter by Today, This week, 30 days, All open, Delegated, Shared, or Completed. Switch between list and board view. Each task shows which customer it belongs to, which project it's part of, the due date, and priority. This is where most CSMs start their day — work through what's due today, then look ahead at the week.
**Projects** All active projects across your portfolio in one view. A Gantt-style timeline shows where each project sits against its deadline. Status widgets at the top give an instant read across the portfolio: how many projects are Live, In setup, overdue, or completed. Filter by project type — Onboarding, Success Plan, Renewals — to see what's running where. If a project is overdue, it shows here before it shows up in a customer's profile.
**Conversations** All customer conversations across all your projects and tasks, organized into Unread, Recent, Shared, and Sent. Unread shows messages from customers or teammates that need a response. Shared shows conversations happening in Shared Space — comments and messages from your customers. This means CSMs never miss a customer reply by having to remember to check individual project pages.
**Calendar** A weekly view of every meeting synced from your connected Gmail or Outlook. Meetings are linked to the customers they're associated with, so you see your week in customer context — not just a list of calendar events. Click any meeting to open the customer it belongs to.
**Project Activity** A live activity feed of everything happening across the projects you're involved in — task completions, comments, priority changes, new assignments, and more. Useful for staying across what your team is doing without having to check each project individually. Particularly valuable for CS managers who need portfolio-wide visibility without opening every account.
**Goals** All customer goals across your portfolio in one view. Status widgets show Live, In setup, Awaiting sign off, Completed, and Canceled. Each goal shows the customer it belongs to, the due date, and linked tasks. A goal approaching its deadline with no tasks linked is an immediate signal something needs attention. This view makes it easy to see which customers are on track toward their business outcomes and which ones need a conversation.
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**How CSMs use Ongoing day to day**
**Morning: start with My Task List** Filter to Today. Work through what's due. Check Conversations for any unread customer messages that came in overnight — especially anything from Shared Space where customers may have replied to a project comment.
**During the week: track projects in Projects** Use the Overdue filter to catch any projects slipping behind. Check Project Activity for anything significant happening across the team's accounts. Use the Gantt view to sense-check renewal and onboarding timelines.
**Before customer calls: check Calendar** The calendar shows upcoming meetings linked to customers. Click through to the customer profile before the call to get context — assessment status, recent activity, open tasks, goals progress.
**End of week: review Goals** Check which customer goals are Live and approaching their deadline. Any goal without linked tasks or with no recent progress is worth a proactive outreach or a note to the next call agenda.
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**Ongoing vs. the customer profile**
The customer profile gives you the deep view of one account. Ongoing gives you the wide view across all accounts. CSMs move between the two constantly — Ongoing surfaces what needs attention, the customer profile gives the context to act on it.
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