Journey Hub

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What is a Journey?

A Journey is created when you decide to actively pursue an opportunity. It tracks everything from your initial assessment through final submission — a project workspace for each bid.

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Benefits

• Stay Organized: All bid-related information in one place
• Track Progress: Monitor each stage of your pipeline visually
• Collaborate: Assign team members and coordinate work
• Meet Deadlines: Never miss a due date with built-in task management
• Generate Proposals: Create tailored AI proposals directly within your journey

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Creating a Journey

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From an Opportunity

1. Open any opportunity from Search, Leads, or Recommendations
2. Click Start Journey
3. A journey is created automatically with the opportunity details pre-filled

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From Journey Hub Directly

1. Go to Journey Hub under the Management section of the left sidebar
2. Click + New Journey in the top right corner
3. Fill in the title, description, due date, and initial status

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Pipeline Stages

Journeys move through five stages:

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View Modes

Switch between four views using the controls at the top of Journey Hub:

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My Tasks

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Getting There

• Click My Tasks in the view switcher at the top of Journey Hub (next to Board / Calendar / Table)
• Or open your Dashboard and click the My Tasks card in the bottom-right stats panel
• Or click the Activity & Deadlines card title on your Dashboard

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Tasks Tab

The default tab shows all your assigned tasks, grouped by due date: Each task row shows the task title, its parent journey name and type, a color-coded priority dot, and the due date (red if overdue, amber if due today). Check off tasks directly — click the checkbox on any row to mark it done instantly. The task detail page will also reflect the change immediately without a refresh. Filters and grouping:

• Quick filters — All / Overdue / Today / This week (with counts)
• Status filter — All / To Do / In Progress / Done
• Group by — Due date, Journey, Status, or Priority
• Scope toggle — Switch between My tasks (tasks assigned to you) and All tasks (every task across all your journeys, with assignee avatars shown)

Click any task row to open the full task detail.

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Mentions Tab

Shows all @mentions directed at you across every journey. Each mention displays who mentioned you, the message, its parent journey or task, and a timestamp. Unread mentions are highlighted — clicking one marks it read and takes you directly to the relevant task.

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Journeys Tab

Shows every journey you own or are assigned to, with:

• Journey name, type badge, and pipeline stage
• Your due date
• A progress bar showing your completed tasks vs. total tasks assigned to you in that journey

Click any journey card to open its overview.

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Filters

Use the filter bar to focus your view:

• Type: Filter by opportunity type (Federal, Grant, SLED, etc.)
• Due Date: Show only journeys due before a specific date
• Owner: Filter by journey owner — “Me” or a specific team member
• Assignee: Filter by one or more team members assigned to the journey
• Visibility: Organization-wide vs. private journeys
• Stage: Filter by pipeline column (Assessment, In Progress, etc.)

You can also Export all filtered journeys using the export button.

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Journey Features

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Overview

From any journey’s Overview tab, click View Opportunity to return to the original listing in Search or Leads.

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Win Themes

The Win Themes section defines the core narrative of your bid. Click Generate for Me to have AI suggest win themes based on the opportunity and your company profile. Win themes guide proposal generation.

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Tasks

Break your work into specific, trackable action items.

• Create tasks with deadlines and priority levels
• Assign tasks to team members
• Mark tasks complete to track progress
• Add notes and context to each task

The Tasks tab has its own view modes:

• Board — Kanban columns: To Do, In Progress, Done
• Calendar — tasks plotted by due date
• Table — sortable list with bulk actions

Filter tasks by Priority, Due Date, or Assignee using the filter bar. Common task types:

• Review RFP requirements
• Gather company documentation
• Contact references
• Prepare technical approach
• Review pricing strategy
• Submit bid package

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Compliance

The Compliance tab inside a journey contains a full compliance matrix for the opportunity. Generate the matrix: Click Generate Outline to have the AI extract every requirement from the RFP/RFQ. Or click Create Manually to build it row by row. Each requirement row shows: The AI pre-fills compliance status based on your Company Profile and uploaded documents. You can override any AI assessment by clicking the row and selecting a different status. Add as Task: Click any requirement and choose Add as Task to create a task directly from that compliance gap. The task is pre-filled with the requirement details and appears in the Tasks board. The top of the matrix shows your overall compliance score as a percentage — a quick read on bid readiness.

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Strategy Insights

Get AI-generated strategy recommendations for your journey.

• Click Generate Outline to create insights based on your RFP and business profile
• Insights surface competitive positioning, risk factors, and recommended approach angles
• Use insights to inform Win Themes and your proposal narrative

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AI Chat (Sammy)

Chat with Sammy directly within any journey to analyze the RFP, understand requirements, or get help drafting content. Learn more about Sammy →

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Submit

The Submit tab is your pre-submission checklist and final-push workspace. Bid Checklist — A checklist of everything that must be done before submission. Items are auto-populated from your compliance matrix gaps and outstanding tasks. Check off each item as you complete it. The checklist shows your completion percentage at the top. Proposal Outline — A structured section-by-section outline of your proposal mapped to the solicitation requirements. Use this to verify that every section has been drafted and reviewed before submitting. Proposal Generation — Generate a complete proposal directly from the Submit tab. Select your company documents, click Generate Proposal, and the AI drafts the full proposal using your win themes, compliance matrix, and uploaded documents.

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Proposal Generation

Generate AI-powered proposals directly from your journey:

1. Add win themes in the Overview section
2. Go to the Submit tab (or the Proposal tab)
3. Select your relevant company documents
4. Click Generate Outline, then Generate Proposal

Learn more about Proposal Generation →

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Document Management

Store all bid-related documents within the journey:

• Original RFP and attachments
• Draft proposals and versions
• Supporting documents (certs, past performance, etc.)

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Supported Opportunity Types

Journey Hub works with all opportunity types:

• Federal Contracts
• State, Local & Education (SLED)
• Forecasts
• Subcontracting
• Grants
• DIBBS
• Upload (manually created opportunities)

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Team Collaboration

Journey Hub is built for teams. Every journey can be owned, assigned, and shared across your organization.

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Roles

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Inviting Team Members

Admins and Owners can invite teammates from Settings → Organization:

1. Click Invite Member
2. Enter their email address
3. Select their role (Member or Admin)
4. Click Send Invite — they’ll receive an email invitation

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Managing Members

From Settings → Organization you can:

• Change a member’s role — Use the role dropdown next to any member
• Remove a member — Click Remove to revoke their access
• See pending invites — Invited members show a Pending badge until they accept
• Update org name — Click the edit icon next to your organization name
• Upload org logo — Click the upload button on the organization avatar

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Assigning Journeys

Each journey has an Owner (who created or is responsible for it) and can have one or more Assignees (team members actively working on it). Use the Owner and Assignee filters in Journey Hub to see:

• Only journeys assigned to you
• Journeys owned by a specific teammate
• The full team’s pipeline across all members

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Assigning Tasks

Within a journey, individual tasks can be assigned to specific team members — reviewing the RFP, gathering past performance, pricing, and more.

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Visibility

Journeys can be set as:

• Organization-wide — visible to all members of your organization
• Private — visible only to you and directly assigned members

Use the Visibility filter to toggle between your personal pipeline and the full organization view.

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Best Practices

1. Use clear titles — Make each journey easy to identify at a glance
2. Set due dates early — Allow time for review and revision, not just submission
3. Break work into tasks — Specific tasks are easier to complete than vague to-dos
4. Keep statuses current — Move cards through stages as work progresses
5. Assign ownership — Every journey should have a clear owner
6. Use visibility settings — Keep sensitive journeys private; share the rest with your team
7. Check My Tasks daily — Start your day in My Tasks to see what’s overdue, due today, and coming up this week across all your active bids