Plans, tasks & milestones
Building a plan, working tasks, and clearing blockers.
Action items
Prioritize urgent customer escalations across accounts, triage by timeframe, filter by contract tier or ARR, and inspect root cause signals.
CSM · Admin · OM · 3 min readBlocked tasks and raising a blocker
Monitor obstructed plan tasks across customer accounts, filter by blocker category, triage unresolved delays, and raise formal blockers with customer outreach.
CSM · Admin · OM · 3 min readCoach: what it suggests and why
Understand the Adoption Coach queue, how deterministic ranking surfaces incomplete work, role-based scoping, and recommendation decisions.
CSM · Admin · OM · 3 min readPlans and the plan detail page
Navigate account plan rosters, filter by status and plan type, evaluate schedule pacing indicators, and manage multi-phase onboarding plans.
CSM · Admin · OM · 4 min readTasks
Manage your centralized cross-plan task queue, filter by status and customer account, triage overdue work items, and execute quick status updates.
CSM · Admin · OM · 3 min read