Use the Plan section for day-to-day collaboration. Use Process overview for a high-level timeline of major milestones. The Plan section is better for ownership, next steps, and ongoing collaboration. Process overview is better for showing the bigger picture and creating urgency around the overall process.
Use the Plan section when you need:
Day-to-day collaboration around next steps or a MAP
Clear ownership and accountability
In-context discussion instead of long email threads
A working area for ongoing execution
Use the Process overview when you need:
A high-level timeline of major milestones
A simple view of the overall process up to value delivery
A collaborative timeline you can update with the buyer
Visibility into what comes next without managing every task there
A simple rule to follow
Use Plan when both sides need to manage the work
Use Process overview when both sides need to understand the timeline
Still not sure which one to use?
Start with Process overview if you want a lightweight milestone view.
Add Plan when the deal or onboarding process needs active collaboration, ownership, and follow-through.
