# Projects

> One place for your tasks, opportunities, playbooks, success plans, meetings and templates across all customers.

**Projects** in the left sidebar shows the work you run across all your customers, instead of one customer at a time. The page is headed *"View and manage all your ongoing projects from one place"*.

## The tabs

| Tab | What it shows | The number next to it |
|---|---|---|
| **Overview** | A summary of your ongoing projects. | — |
| **Tasks** | Tasks across customers. See [Tasks](/projects/tasks/). | Your open tasks |
| **Opportunities** | Upsell, cross-sell and renewal opportunities. See [Opportunities](/projects/opportunities/). | Your open opportunities |
| **Playbooks** | Playbooks applied to customers. See [Playbooks](/projects/playbooks/). | Your playbooks that are not completed |
| **Success plans** | Success plans for customers. See [Success plans](/projects/success-plans/). | Your success plans that are not completed |
| **Meetings** | Meetings with customers. See [Meetings and calls](/projects/meetings-and-calls/). | Meetings you attend |
| **Templates** | Your organization's playbook and success plan templates. See [Playbook templates](/projects/playbook-templates/). | All templates in your organization |

"Your" means assigned to you (tasks), owned by you (opportunities) or where you are the assigned CSM (playbooks, success plans).

## Lists start with your own work

Each list opens filtered to you, with a title such as **My Tasks** or **My Active Playbooks**. To see someone else's work or the whole team's:

1. Click **Filter**.
2. Pick a person under **Assigned CSM** (**Owner** for opportunities, **Participants contain** for meetings), or choose **All CSMs**.
3. Click **Apply**.

The title changes to match, for example **Tasks of Jane Doe** or **All Tasks**. **Clear** in the filter panel resets it.

Every list also has a search box and a toggle between open and finished items (**Ongoing** / **Completed** for tasks, **Active** / **Completed** for playbooks and success plans, **Open** / **Closed** for opportunities, **Upcoming** / **Held** for meetings).

## Working on one customer instead

The same lists also appear on each customer's page, already limited to that customer. See [Customers](/customers/customer-list/).

:::note
If you don't see a create, edit or delete button, your role doesn't allow it. Admins set roles and permissions under [Team settings](/settings/team/).
:::