> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects

> Customer-scoped project management — onboarding plans, implementations, and success plans with tasks, milestones, templates, and updates.

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.

## 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.

## Automation

[Agents](/product/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.

## FAQ

<AccordionGroup>
  <Accordion title="Can a project exist without a customer?">
    Projects in Quivly are customer-scoped — they're a delivery record on the account, not a general project tool.
  </Accordion>

  <Accordion title="What's the difference between a task and a milestone?">
    Milestones are the headline checkpoints of a project; tasks are the work items. Both have statuses and due dates.
  </Accordion>
</AccordionGroup>