Project and Delivery Management with Milestones and Tasks
Plan the work into milestones and tasks, track it on a timeline, and keep scope, delivery and billing linked from the won deal to customer sign-off.
Overview
Projects give you a structured way to run everything Sales sold, from kickoff to go-live. You break work into milestones and tasks, set dependencies, assign owners and watch progress roll up so you always know a project's health at a glance.
Because projects live on the same platform as the deal that created them and the invoices they bill against, delivery is never disconnected from revenue. Milestones can trigger billing, and status reports keep customers and leadership aligned.
Explore Business Process Automation →- ✓ Milestones tied to billing and customer sign-off
- ✓ Tasks with owners, estimates and dependencies
- ✓ Timeline view of what is on track or slipping
- ✓ Progress rolls up from tasks to project health
- ✓ Issues, risks and change requests logged in context
- ✓ Status reports for customers and leadership on schedule
Everything Projects gives you
Milestones
Break delivery into checkpoints tied to billing and formal customer sign-off.
Tasks and subtasks
Assign trackable units of work with owners, estimates and due dates that roll up to milestones.
Dependencies
Map what blocks what so delivery risks surface before they hold up the plan.
Timeline view
See start and end dates across the project to spot slippage early.
Health tracking
Roll progress, issues and risks into a single RAG view of project health.
Milestone billing
Trigger invoices at the delivery checkpoints the contract ties payment to.
How the agent works with Projects
The Flow-Cognition Agent runs a real loop on your Projects data — grounded in your records, governed and logged.
Sense
Reads task progress, dependencies and open risks on every project.
Decide
Predicts which milestones will slip and which dependency is the cause.
Act
Raises the blocking task, drafts the status update and nudges the owner — every step logged and governed.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Set up the project
Create the project from the won deal with its scope and delivery model.
Plan milestones
Break the work into milestones and the tasks that lead to each.
Assign and track
Give tasks owners and dates, then watch progress roll up automatically.
Deliver and bill
Close milestones with sign-off and trigger the invoices tied to them.
Where teams put it to work
Software implementation
Run an onboarding project with milestones for setup, configuration and go-live, each tied to a billing trigger and a customer sign-off.
Agency campaign delivery
Track every SOW deliverable across a campaign, from first draft through client review to formal acceptance.
Multi-team rollout
Coordinate dependent tasks across teams with a timeline that shows exactly where a slip on one item pushes the rest.
The payoff
Delivery stays on schedule
Milestones, dependencies and health views surface slippage while there is still time to react.
Revenue follows delivery
Milestone billing ties invoices to the checkpoints the customer actually signs off.
One thread from sale to sign-off
Projects share data with deals and invoices, so scope and account details carry over without re-entry.
Everyone sees the same status
Scheduled status reports keep customers and leadership aligned on progress.
Questions, answered
Projects break down into milestones, and each milestone into tasks with owners, estimates and due dates. Progress on tasks rolls up so you can see the health of the milestone and the whole project.
Yes. Projects live on the same platform as CRM, so a won deal can spin up its delivery project directly, carrying the account and scope with it.
You attach billing to specific milestones, and when a milestone is completed and signed off, it can trigger the matching invoice automatically.
A timeline view and a rolled-up health status show which tasks and milestones are behind, and dependencies reveal how one delay affects the rest of the plan.
Change requests, issues and risks are logged against the project with their impact and status, so scope creep and blockers are tracked rather than lost in email.
Related capabilities
Visual Workflow Automation Builder for Business Processes
Draw your process on a visual canvas, set the triggers, and let the platform run every step without a developer.
Approvals and SLA Management with Automated Escalations
Route every request to the right approver, hold each response to an SLA, and escalate automatically before a deadline slips.
Resource Planning with Capacity, Allocation and Utilisation
See who has capacity, allocate the right people to the right work, and keep utilisation healthy so teams are neither idle nor overloaded.
See Projects in your workflow
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