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Progress in Action
Cross-feature playbooks for getting real work done, end to end.
Workflows
▷From meeting to action items
A complete flow — prep the call, run it, and turn the notes into cards.
▷Run a client project end to end
Spin up a project and use the board, documents, chat, files, and calendar together.
▷Set up a booking page that converts
Connect your calendar, build event types with buffers, set availability, and share.
▷Send a contract for signature
Upload a document, place fields, add signers in order, send, and track completion.
▷Share work with a client
Publish a document, recording, sheet, or sketch as an unlisted, optionally password-protected link.
▷Moving to Progress
What maps to the board, documents, chat, and files — and how to create your first project.