Projects

Projects in the left sidebar shows the work you run across all your customers, instead of one customer at a time. The page is headed “View and manage all your ongoing projects from one place”.

The tabs

Tab	What it shows	The number next to it
Overview	A summary of your ongoing projects.	—
Tasks	Tasks across customers. See Tasks.	Your open tasks
Opportunities	Upsell, cross-sell and renewal opportunities. See Opportunities.	Your open opportunities
Playbooks	Playbooks applied to customers. See Playbooks.	Your playbooks that are not completed
Success plans	Success plans for customers. See Success plans.	Your success plans that are not completed
Meetings	Meetings with customers. See Meetings and calls.	Meetings you attend
Templates	Your organization’s playbook and success plan templates. See Playbook templates.	All templates in your organization

“Your” means assigned to you (tasks), owned by you (opportunities) or where you are the assigned CSM (playbooks, success plans).

Lists start with your own work

Each list opens filtered to you, with a title such as My Tasks or My Active Playbooks. To see someone else’s work or the whole team’s:

1. Click Filter.
2. Pick a person under Assigned CSM (Owner for opportunities, Participants contain for meetings), or choose All CSMs.
3. Click Apply.

The title changes to match, for example Tasks of Jane Doe or All Tasks. Clear in the filter panel resets it.

Every list also has a search box and a toggle between open and finished items (Ongoing / Completed for tasks, Active / Completed for playbooks and success plans, Open / Closed for opportunities, Upcoming / Held for meetings).

Working on one customer instead

The same lists also appear on each customer’s page, already limited to that customer. See Customers.

Note

If you don’t see a create, edit or delete button, your role doesn’t allow it. Admins set roles and permissions under Team settings.