Workflow Automation
Proposal events logged automatically — status changes, milestones, blockers, and action items tracked in one timeline.
The Problem
Proposal workflows involve many moving parts — status changes, milestones, blockers, requirement updates, and next actions. Tracking them manually across email and spreadsheets leads to missed deadlines, unresolved blockers, and no clear record of what happened when. When someone asks "where are we on this proposal?" nobody has a definitive answer.
The Solution
ClarityCore's proposal timeline automatically logs key events — status changes, milestone completions, new blockers, and requirement updates. You can add manual events for reviews and notes, assign next actions with owners and due dates, and see the full history of a proposal in one chronological view. No more reconstructing history from email threads.
Key Benefits
Automatic Event Logging
Status changes, milestone completions, and requirement updates are logged automatically — no manual entry required.
Milestone Tracking
Each project has a milestone timeline with planned dates and completion status, visible at a glance.
Blocker Management
Flag issues as blockers, track resolution status, and ensure nothing falls through the cracks.
Assigned Next Actions
Each action item has an owner and due date. The next steps panel shows what needs to happen and who's responsible.
See It In Action
Proposal Timeline
Full chronological history of every event — automatic and manual.
Blockers Panel
Open and resolved blockers, tracked in one place.
Next Steps Panel
Action items with owners and due dates, visible to the whole team.