Projects

Who can use this feature?

👤 By default, all Admins and Editors (but not Viewers).

🏢 Available on all plans.

Projects define larger pieces of work that have a clear outcome, such as closing an acquisition, completing a due diligence review, or integrating acquired entities.

Project status

Progress tracking provides a granular view to understand project progress, and provides meaningful context to daily tasks.

You can update the project status by clicking the status dot next it in the project list, or picking the right status under its title in the deal details view.

Move to project

You can transfera dealan deal from one project to another by clicking the three dot menu and clicking Move to project.