Projects overview

Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

Use this file to discover all available pages before exploring further.

Projects help you manage structured, multi-step processes for your clients. Each project follows a predefined series of milestones, and Slant automatically creates tasks at each milestone to keep the work on track. Use projects for repeatable workflows like annual reviews, new client onboarding, financial planning engagements, or money movements — any process that follows a consistent set of steps.

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How projects work

Every project is based on a project type — a reusable template that defines the milestones, tasks, outcomes, and form fields for that kind of work. When you create a project, Slant sets it to the first milestone and creates the tasks defined for that milestone. As you complete milestones, the project advances through its stages. At each new milestone, Slant creates the next set of tasks automatically. This continues until the project is complete.

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Key concepts

• Project types — reusable templates that define the structure of a project. Each project type has a name, description, and a set of milestones. Project types can be company-wide (available to all books) or book-specific. Learn more about project types.
• Milestones — the stages a project moves through in sequence. Each milestone has its own set of task templates, optional form fields for collecting information, and optional outcomes that control what happens next.
• Outcomes — when a milestone is completed, outcomes let you route the project to different milestones or mark it complete based on the result. Without outcomes, the project moves to the next milestone in order.
• Form fields — custom fields attached to a milestone that collect information when the project is created or when a milestone is completed. Field types include text, long text, number, currency, date, select, yes/no, household field, and file attachment. Form field values can be inserted into task templates as variables.
• Pipeline view — a kanban-style board that shows all projects of a specific type, organized by milestone. Learn more about the pipeline view.

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Project statuses

• In progress — the project is active and has work to do
• Overdue — the project has tasks past their due date
• Completed — all milestones are finished and the project is closed
• Cancelled — the project was stopped before completion

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Where projects appear

The Projects page is the central hub for viewing and managing projects. You can also view projects linked to a specific record from its page — clients and prospects, as well as contacts and businesses, each show their projects in a Projects widget on the overview. A project type’s Owner kind determines whether its projects attach to a household, a contact, or a business.

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Progress tracking

Each project tracks progress at two levels:

• Overall progress — the percentage of all tasks across every milestone that are complete
• Milestone progress — the percentage of tasks in the current milestone that are complete

Progress bars appear on project cards in the list and pipeline views, showing completion status for each milestone.

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Automatic task creation

When a project enters a new milestone, Slant creates tasks from the milestone’s task templates. Each task inherits:

• The template’s title and description (with form field variables filled in)
• Priority, label, and assignee settings
• A due date calculated from the template’s deadline offset
• Any attached files

Tasks created by a project are linked to both the project and the milestone, so you can track them from the project detail page.

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Comments

Each project has a comments section for team discussion. Add comments from the project detail page to keep context and decisions alongside the work.

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FAQ

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Next steps