Deliver a consistent customer onboarding experience,
Turn your best project plans into templates, and reuse those templates to create projects in a jiffy!
Define a project plan with phases, tasks, onboarding checklists, timelines, dependencies, and even boilerplate documents.
You can combine templates and create a new, more powerful template within seconds. Or, define rules for what tasks and phases should appear based on the information you key in - project notes, region, etc.