Lifecycle-Aware Tasking ensures every action item supports a specific customer outcome. Tasks inherit stage context, so teams always know why the work matters and what it unlocks next.
Stage-first planning
When customers change stages, tasks update automatically--no manual relabeling or reassigning required.
Task Context Layers
- Lifecycle stage: Prospect, Onboarding, Active, Expansion, or Custom stages.
- Customer metadata: Industry, region, contract value, or segment for tailored instructions.
- Success criteria: Acceptance definitions and milestone ties keep quality consistent.
Visualization Modes
| View | Best For | Highlights |
|---|---|---|
| Kanban board | Daily execution | Columns per status with drag-and-drop updates |
| Timeline view | Planning & forecasting | Shows task duration vs. milestone deadlines |
| Stage filter | Strategic reviews | Focus on tasks impacting a specific journey phase |
Implementation Roadmap
Define Stage Playbooks
Document what success looks like at each stage, including required tasks and handoffs.
Configure Templates
Load stage-specific tasks, owners, and automations into lifecycle templates.
Assign Customers to Stages
When a customer transitions, OnboardFi deploys the right tasks instantly.
Track Progress
Use dashboards to monitor completion rates, blockers, and overdue items by stage.
Iterate & Improve
Review outcomes and adjust playbooks to reflect new learnings or product features.
Benefits
Structure with flexibility
Customize stages per segment or product line without losing the consistency of shared reporting.
- Clarity for clients: Customers always understand how tasks connect to their goals.
- Efficiency for teams: No more manual spreadsheets to keep stage-specific work organized.
- Predictability for leaders: Completion metrics and cycle times inform forecasting and capacity planning.
Explore AI-Assisted Execution to see how smart helpers keep these tasks moving.