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Projects track structured work with a customer: onboarding, implementation, migration, a success plan. Each project belongs to a customer and holds tasks and milestones, so delivery status lives on the same profile as health and revenue.

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Working with projects

  • Per customer — the customer’s Projects tab lists their projects; inside one you manage tasks, milestones, and post updates.
  • Org-wide — the Projects page shows projects across all customers, with filters and saved views like the customer list.
  • Templates — define reusable project templates under Settings → Projects → Templates so every onboarding starts from the same plan. Agents can create projects from a template automatically.
Projects have statuses (not started, in progress, completed, cancelled) and target dates; overdue projects and milestones are tracked per customer and can feed dashboards.

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Automation

Agents can create and update projects, tasks, and milestones as workflow steps — for example, spinning up an onboarding project from a template the moment a deal closes won.

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FAQ

Projects in Quivly are customer-scoped — they’re a delivery record on the account, not a general project tool.
Milestones are the headline checkpoints of a project; tasks are the work items. Both have statuses and due dates.