# Projects

**Customer → Projects tab** · Available to Main and Admin types · Overview of all projects: Ongoing

Projects are structured sets of tasks you run on a customer — onboarding, problem resolution, upgrades, or any recurring workflow. Each project tracks task progress, conversations, files, and impact in one place.

## Project templates

Templates let you standardize recurring project types so you don't rebuild the same task list every time. Set up a template once, then launch it on any customer in seconds.

Common templates to create:

* Onboarding
* Problem resolution
* Upgrade / expansion
* Off-boarding

Each template can include:

* **Due date** — how many days to complete the project from launch
* **Tasks** — the full task list with snooze days (when each task becomes active)
* **Automations** — trigger a follow-on project automatically when this one completes
* **Shared setting** — whether the project is shared with the customer by default

To create a template: go to **Settings → Templates**.

<figure><img src="/files/qECqx2qk8HC314GLRT7j" alt=""><figcaption></figcaption></figure>

## Creating a project

{% embed url="<https://www.loom.com/share/42df7980036a46488cdc93d12427917d>" %}

### On a single customer

1. Open the customer record
2. Go to the **Projects** tab
3. Click **New project** and select a template or start from scratch
4. Set the project type — Internal or Shared
5. If Shared: set up involved users and launch when ready (see [Shared projects](broken://pages/f574a04241ed246df8d0847792fc23da9f38e081))

### Across multiple customers at once

1. Go to your customer list
2. Select the customers using the checkboxes
3. Click **Multi action → Launch project**
4. Select the template to apply

## Working with a project

Each project has five tabs:

| Tab                   | What it's for                                                                  |
| --------------------- | ------------------------------------------------------------------------------ |
| **Overview**          | Task board — drag tasks between Next action, Doing, and Done                   |
| **Conversation**      | Internal notes (or shared comments if the project is shared with the customer) |
| **Resources & files** | Upload and share files related to the project                                  |
| **Impact**            | Customer usage metrics before and after the project started                    |
| **Setup**             | Edit name, due date, team members, sharing settings, and automations           |

<figure><img src="/files/KvnhR4Lm8jwg3SdN7K70" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0dA4C7kZYLky4nr05419" alt=""><figcaption></figcaption></figure>

## Completing a project

When all tasks are done, open the project and click **Complete project**. If you want this to happen automatically, enable **Complete with last task** in the template settings — the project closes itself when the final task is marked done.

<figure><img src="/files/AkvvQPG2yIIyS3970M3P" alt=""><figcaption></figcaption></figure>

## Viewing all active projects

Go to **Ongoing** in the left menu to see all active projects across your portfolio in one view. Tasks that belong to a project are tagged with the project name in the customer view so you can always trace them back.

<figure><img src="/files/L1ZYHdRy63YWajEkhx2G" alt=""><figcaption></figcaption></figure>

## Common scenarios

### Standardising onboarding across all new customers

Create an Onboarding template with all required tasks and snooze days set. When a new customer is signed, launch the template from their record. Every onboarding follows the same structure with no manual setup.

### Running the same project across a cohort of customers

Use multi-action to select the relevant customers from a list and launch the same project template across all of them in one step.

### Tracking whether a project actually moved the needle

Check the **Impact** tab after launch. It shows usage metrics compared to before the project started, so you can demonstrate concrete progress to the customer or your own team.


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