Views allow onboarding and customer success teams to quickly understand how projects are progressing, where customers may be stuck, and what work needs attention.

Instead of reviewing projects one at a time, Views help surface patterns across all customers.

Below are several reporting views many onboarding teams create to stay on top of their implementation work.

Projects Currently in Progress

This view helps teams quickly see which onboarding projects are actively underway.

Recommended setup

Object: Projects

Filters:

• Progress less than 100%

Useful columns:

• Project Name

• Account

• Owner

• Progress

• Start Date

• End Date

This view gives a quick snapshot of all active onboarding work across the team.

Projects Ending Soon

This report helps teams identify onboarding projects that may be approaching their planned completion date.

Recommended setup

Object: Projects

Filters:

• Progress less than 100%

• End Date This Week

Useful columns:

• Project Name

• Account

• Owner

• End Date

• Progress

This helps teams ensure projects stay on schedule and avoid last-minute delays.

Overdue Tasks Across Projects

This view highlights tasks that should already be completed but are still open.

Recommended setup

Object: Tasks

Filters:

• Overdue is checked

• Status not completed

Useful columns:

• Task Name

• Project

• Account

• Assignee

• Due Date

This report helps teams quickly identify work that needs immediate attention.

Tasks Assigned to Me

This view helps individual team members manage their own workload.

Recommended setup

Object: Tasks

Filters:

• Assignee Current User

• Status not completed

Useful columns:

• Task Name

• Project

• Due Date

• Status

• Module

This is often one of the most frequently used views for onboarding managers.

Customer Task Comments

Customer comments often reveal where onboarding instructions may be unclear or where customers need additional help.

Recommended setup

Object: Task Comments

Filters:

• Created By Customer is checked

Useful columns:

• Comment

• Task Name

• Project

• Account

• Date Created

Many teams use this view with AI Summaries to identify patterns in customer questions.

For example, AI may highlight:

• Tasks where customers frequently ask questions

• Areas where instructions could be clearer

• Repeated points of friction during onboarding

These insights can help teams improve their playbooks over time.

Projects with Low Engagement

This view can help identify onboarding projects where activity may have slowed down.

Recommended setup

Object: Projects

Filters:

• Progress less than 100%

• Engagement Low

Useful columns:

• Project Name

• Account

• Owner

• Engagement

• Last Activity

This helps teams proactively reach out before onboarding stalls.

Improving Your Onboarding Process with Views

The most effective onboarding teams regularly review reporting views to identify trends and improve their process.

Views can help answer questions like:

• Where are customers getting stuck?

• Which tasks generate the most questions?

• Are projects staying on schedule?

• Where should we improve our playbooks?

Combined with AI Summaries, these views can quickly surface insights that help teams continuously improve their onboarding experience.