Tasks & Project Management
Manage deliverables and team collaboration using flexible project boards and a global task system.
Projects (Boards)
Projects are containers for specific initiatives — a client engagement, a sales campaign, or an internal sprint.
Views
Kanban Board: Visual drag-and-drop cards across status columns. List View: Sortable table for large projects.Detail Page
Comments: Threaded discussion for team collaboration. Attachments: Upload and manage project files. Button Sets: Configurable action buttons per project (customizable per user).Project Opportunities
Sales teams can post Project Opportunities (Feature Buildouts, Commissioned Work) within projects, linking directly to invoices for revenue tracking.
Global Tasks
The Tasks module provides a unified view of all tasks across every project and context:
Task List: Filter by assignee, status, priority, and due date. Calendar View: See tasks plotted on a calendar for deadline management. Create/Edit/Complete/Delete: Standard task operations with assignment and notifications.The GTM Project Workflow
Admin creates a Campaign with ICP targeting. LeadGen Wizard populates Accounts and Contacts. Admin creates Lead Pools and assigns them to Members. Admin creates a Project Board and assigns Lead Pools + Members. Members execute outreach, manage tasks, and move leads through the pipeline. Won deals automatically generate Projects for delivery tracking.Check the GTM Playbook or University for visual walkthroughs.