How the Action Plan Supports Deal Progression

The Action Plan makes the buying process visible and structured for both sides. Instead of next steps scattered across emails and call notes, everything lives in one place in the Deal Room: milestones, tasks, owners, deadlines, and progress. This article covers how the Action Plan drives deal momentum and how both sellers and buyers experience it.

The milestones bar at the top of the Action Plan shows the full shape of the deal at a glance — every phase, how many tasks are done in each, and the plan's target date. Both seller and buyer see the same view.

When a new stakeholder joins mid-deal, they don't need a briefing call. They can open the plan and see exactly where things stand, what's been completed, and what's waiting for them.

Every task has an owner, visible to both sides. A buyer who can see their name on a task with a deadline has made a different kind of commitment than someone who nodded along to a follow-up email. Sellers see what's pending on their side too. Accountability runs in both directions.

Use the Filter button to cut to what matters: My tasks shows only what's assigned to you, Overdue surfaces anything that's slipped. Both seller and buyer can filter independently.

Not every milestone or task is relevant to the buyer at every stage of the deal. You can hide milestones and tasks from the buying side at any point. Hidden items remain visible and editable for sellers; buyers only see what you've chosen to show.

To hide a milestone, open its ⋯ (More) menu and select Hide milestone. To show it again, select Show milestone from the same menu.

Use this to keep the plan focused: hide the implementation timeline until the contract is signed, or hide earlier milestones when new stakeholders join so they see a clean plan that starts where they are.

Instead of chasing files and information over email, attach requirements directly to the tasks they belong to. A buying-side participant must complete a requirement before they can mark a task done.

Five requirement types are available: file upload, free text, date, number, and dropdown with custom options. Each requirement has a label — for example "Signed NDA" or "Target go-live date" — so the assignee knows exactly what's expected.

From the buyer's perspective: they see the requirement on their task, complete it in the plan, and the task stays open until it's done. Files uploaded this way appear automatically in the Files tab.

Sellers can mark tasks done regardless of requirement status.

You can set a milestone's status to Not started, In progress, or Completed independently of its tasks. This is useful when a phase is strategically complete even if a few sub-tasks are still open, or when you want the plan to reflect what actually happened in the deal rather than just the task checklist.

Milestones also update automatically: they move to In progress when a task inside starts, and to Completed when all tasks are done. You can override the status manually at any time.

The Action Plan works best for: