A project is a multi-step initiative for a client or prospect, like onboarding a new client, developing a financial plan, or executing an estate planning process. Projects use templates to ensure consistency and track progress through defined phases.
How projects work
Projects are template-based workflows:
- Choose a template — Each project starts from a predefined template
- Work through milestones — Templates define phases (milestones) that you complete in order
- Complete tasks — Each milestone has tasks that are auto-created when you enter that phase
- Track progress — See completion percentage across all milestones
Projects are always linked to a household (client or prospect). You cannot create a standalone project without linking it to a household.
Templates and milestones
Project templates
Templates define the structure of a project:
- Title and description — What this project type is for
- Milestones — The phases or stages of the project
- Task templates — Tasks auto-created at each milestone
Your organization can have multiple templates for different workflows:
- Client onboarding
- Annual review preparation
- Financial plan development
- Estate planning
- Insurance review
Milestones (phases)
Each template contains milestones—sequential phases that guide you through the project:
| Example Template | Milestones |
|---|
| Client Onboarding | Data gathering → Document collection → Account setup → First meeting → Complete |
| Financial Plan | Discovery → Analysis → Plan development → Presentation → Implementation |
- All tasks completed — Moves to next phase when all milestone tasks are done
- Meeting scheduled — Advances when a meeting is scheduled with the client
- Meeting completed — Advances after the meeting takes place
Project status
Projects have four statuses:
| Status | Meaning |
|---|
| In progress | Actively being worked on |
| Overdue | Has overdue tasks or missed deadlines |
| Completed | All milestones finished |
| Cancelled | Stopped before completion |
Progress tracking
Projects track progress at two levels:
- Milestone progress — How far through the current milestone
- Overall progress — Completion percentage across all milestones and tasks
The Kanban view shows all active projects organized by their current milestone.
Tasks within projects
When you enter a new milestone, tasks are automatically created based on the template:
- Task titles and descriptions come from task templates
- Deadlines are calculated based on offset days configured in the template
- Tasks can be pre-assigned to team members
- Tasks inherit tags from the template
You can also add ad-hoc tasks to any milestone as needed.
What you can do with projects
From a project record, you can:
- View progress across milestones
- Complete and manage tasks
- Manually advance to the next milestone
- Add notes and comments
- View the linked household’s information
- See which milestones have been visited
Project visibility
Projects appear in several places:
- Projects page — All projects in a Kanban view by milestone
- Client record — Projects tab shows all projects for that household
- Dashboard — Active project tasks appear in your task list
Next steps
