Projects in Slant help you organize and track complex workflows with multiple tasks and milestones. Projects are structured workflows that guide you through multi-step processes like client onboarding, annual reviews, money movements, or trade requests. When a new project is created, tasks are automatically created for the contact based on the project type. As you complete tasks, the project progress is updated, helping you stay on track.

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Key features

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Project templates

Project templates provide the foundation for your projects. There are four types of project templates: client onboarding, annual review, money movement, and trade request. Each template includes:
  • Milestones - Sequential phases that organize the workflow.
  • Tasks - Pre-defined tasks that get created for each milestone.

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Project milestones

Milestones are the phases or stages of a project. Each milestone:
  • Has a title and color for easy identification.
  • Contains multiple tasks.
  • Is completed sequentially (you move from one milestone to the next).
  • Tracks progress to monitor the project’s overall completion.

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Project tasks

Tasks are action items created in each milestone. These tasks:
  • Include a title, description, due date, and assignee.
  • Are automatically created for the contact based on the milestone.
  • Contribute to the project’s overall progress.

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Project progress tracking

Projects track progress at two levels:
  • Milestone progress - Percentage of tasks completed in the current milestone.
  • Overall progress - Percentage of all tasks completed across the entire project.

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Project status

Projects can have the following statuses:
  • In progress - Active projects currently being worked on.
  • Overdue - Projects that have exceeded their expected timeline.
  • Completed - Finished projects.
  • Cancelled - Projects that have been abandoned.