PM Across
Bob's Discount Furniture — Phase 1.2 Extension
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A shared, browser-based project-management workspace, hosted by Chainsight. Sign in with your Chainsight account and the whole team edits the same live plan, which syncs automatically for everyone. One tool runs many engagements — switch or open projects from the top bar.
On the hosted site, ⟳ Plan Refresh → ☁ Run Story Teller (live) pulls the project’s recent Fathom meetings (set the sources in ⚙ Setup), has Claude place items into the right pillars, and syncs the update to the team — bumping progress on tasks the meetings advanced and adding newly-surfaced action items (de-duplicated, so it’s safe to run again). To also fold in email, use “Load .json” in the refresh dialog to apply a combined MTG_Email sync (Fathom + Outlook) that Chainsight regenerates on request.
📖 Admin & setup guide: Open the README — cloud configuration (app registration, SharePoint list, hosting) and the shared-update automation (Story Teller → Plan Refresh).
Story Teller reads your client's recent meetings (Fathom) and email (Outlook), decides what's new, and writes a clean sync file you load straight into this plan — bumping progress, adding decisions, follow-ups and action items into Intake for you to triage. This page hands you the skill and the exact prompt for this project.
SKILL.md, scripts/search_outlook.ps1, references/fathom-search.md — plus a project-config.md pre-filled from this project's ⚙ Setup (Fathom team, folders/keywords, client-relevance keywords, and email domain) so Story Teller runs already targeted at this client. It's also embedded at the top of SKILL.md.
Windows: C:\Users\<you>\.claude\skills\MTG_Email\
Mac / Linux: ~/.claude/skills/MTG_Email/
Confirm it loaded by typing /mtg-email — or just say "run Story Teller" in chat.
// the sync .json Story Teller produces — all sections optional { "syncedAt": "2026-09-15", "source": "MTG_Email", "progress": [ {"match":"task title text","set":{"p":60,"s":"prog"},"comment":"...","mtg":"...","d":"2026-09-15"} ], "comments": [ {"match":"task title text","comment":"note, no status change","mtg":"...","d":"..."} ], "decisions": [ {"t":"decision text","mtg":"meeting/email","d":"2026-09-15","impact":""} ], "followups": [ {"t":"action item","o":"TBD","due":"","mtg":"...","d":"..."} ], "newTasks": [ {"ws":"wsId","t":"task","o":"TBD","pri":"high","bs":0,"be":1,"mtg":"..."} ], "ci": [ {"name":"opportunity","desc":"...","value":"Hi","effort":"Lo","area":"IPSP"} ] }
decisions & followups flow into the Intake tab for you to triage (recommended). progress/comments update tasks in place. newTasks go straight to the Project Plan.
Make PM Across universal — set up the client/engagement, then save it as a project file. Each client is one portable .json project you can load back later, so one tool manages many clients.
These tell ☁ Run Story Teller (live) which Fathom team and meeting folders to pull from, and let Chainsight regenerate a combined MTG_Email sync (adding Outlook email) for ⟳ Plan Refresh.
Each assignee has an hourly rate (blank uses the default rate above); it drives the Chainsight internal-effort cost. Removing one reassigns its tasks to Unassigned. Import accepts a .csv — name, optional #hexcolor, optional rate per line — or a .json. Saved with the project.
Tasks are grouped by workstream (Timeline & Board). Renaming updates it everywhere; removing one moves its tasks to the first remaining workstream. Saved with the project.
This preset list drives the Client name picker above and the company dropdown in Assignees — Chainsight is always available as the delivery org. The current client name is added automatically. Import a .csv/.txt (one per line, optional ,client or ,vendor) or a .json. Saved with the project.
Every client lives in this one tool — switch with the Project dropdown at the top. New and Duplicate never touch the others; each project is isolated with its own serials, so no mismatch or duplicates.
▦ Load Excel Template pre-seeds a brand-new project from an Excel workbook that mirrors the ▦ Excel export — sheets Setup · Project Plan · RAID Log · CI Log · RACI. Grab ⭳ Blank template, fill it in (or edit an exported workbook), then load it — Workstreams & Owners are created automatically. It adds as a NEW project and never overwrites the current plan.