PM Across
Bob's Discount Furniture — Phase 1.2 Extension
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A shared, browser-based project-management workspace for Bob’s Phase 1.2 Extension — hosted by Chainsight. Sign in with your Chainsight account and the whole team edits the same live plan, which syncs automatically for everyone.
On the hosted site, ⟳ Plan Refresh → ☁ Run Story Teller (live) pulls this client’s recent Fathom meetings, 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).
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.
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.