Projects & delivery
Turn a commitment into a practical plan.
Break delivery work into milestones and tasks with owners and dates, linked to the client and the deal it came from.
Sample example
Illustrative sample — not a live account or real customer data.
- Input
Signed deal: website refresh for a client, due in 6 weeks.
- Work
Create milestones (brief, design, build, launch) with tasks, owners and dates.
- Result
Project plan with 4 milestones and 14 tasks, linked to the client record.
What you can do
- Projects linked to relationships
- Tasks, milestones and due dates
- Shared files and discussion
- Ownership and delivery progress
How it works
- Create a project from a deal or from scratch.
- Add milestones, tasks, owners and dates.
- Track progress and keep the client record up to date.
Worked example
Paste this brief into your own AI assistant once it is connected to forwardslash, or use it as a checklist inside your workspace.
Help me plan a project in forwardslash. Verify my workspace and grants. Read the client, linked opportunity and any existing project. Propose milestones and tasks with owners and dates. Return: milestone | task | owner | due date. Preserve existing work; create items only if I ask.
Connect your AI from Settings → Apps after you sign in. The brief contains no keys or account data.
Related features
Start with your own work.
Sign in or create a workspace. Nothing runs, sends or spends until you choose to.