Projects & tasks

The won deal builds its own project.

Moving a lead to Closed/Won is the one status change with real side effects. RESK reads the whole conversation, drafts a milestone and task plan, assigns it to the rep who owned the lead, and opens a Slack channel with a kickoff summary.

status change
1status change
handoff meetings
0handoff meetings
milestones drafted
3milestones drafted

Harborview Logistics

Owner · Priya Nandan

Qualified Closed/Won
setup_won_project()

Harborview Logistics — Onboarding

3 milestones · 5 tasks

Drafted from 14 notes and 3 calls on the lead

1

Kickoff & discovery

  • Confirm scope with Dana Ruiz
  • Collect current routing data
2

Implementation

  • Configure two depot regions
  • Import driver roster
3

Handover

  • Train dispatch team

harborview-onboarding

R

RESKjust now

Harborview Logistics is now a customer 🎉

Project created with 3 milestones and 5 tasks, owned by Priya Nandan.

How it works

The path a record actually takes.

  1. 01

    The lead is marked Closed/Won

    A single PATCH on the lead record starts everything below.

  2. 02

    The conversation is read

    Notes, calls, and referral history from the whole lead go to the model, which returns a proposed milestone and task breakdown.

  3. 03

    The project is created

    Milestones, tasks, and assignments land on the rep who owned the lead — never in an unowned queue.

  4. 04

    Slack is opened, if it can be

    Channel created, team invited, kickoff summary posted. If Slack is not connected the step is skipped and logged; nothing else fails.

Tasks

Work that lands on a person.

Every task carries an assignee, a due date, and a comment thread, and rolls up under the milestone it belongs to. Assigning or commenting notifies the owner in both places.

Kickoff & discovery

Confirm scope with Dana Ruiz

2Aug 18

Collect current routing data

Aug 19

Implementation

Configure two depot regions

3Aug 22

Import driver roster

1Aug 25

What you get.

Milestones

Phases of delivery, each holding the tasks that belong to it.

Tasks with owners

An assignee, a due date, and a comment thread on every one.

Assignment notifies

Assigning or commenting reaches the owner in-app and in their browser.

Slack channel per project

Created on win, with the team invited and a kickoff summary posted.

Plan drafted from real history

The breakdown comes from the conversation, not from a generic template.

Collaborators

More than one person can work a project without owning it.

Keep going.

Leads

New through Closed, with every note and call attached.

Read more

AI reports

Drafted from real project state, approved by a human.

Read more

Notifications

In-app and browser push from a single dispatch.

Read more
Start hereYour next won deal

Never rebuild the same project twice.

We set up your workspace and your first admin. Your team joins by invite, and the next deal you close arrives as a project that is already moving.

  • We set up your workspace
  • Your team joins by invite
  • Bring the pipeline you have

Prefer to talk first?

  1. Deal marked Closed/Won

    One status change

    01

  2. Project, milestones, 5 tasks

    Drafted from the conversation

    02

  3. #harborview-onboarding

    Channel opened, kickoff posted

    03

  4. Owner notified

    In-app and browser push

    04

Every step above runs from one status change.