Journey Hub

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What is a Journey?

A Journey (also called a “pursuit”) is created when you decide to actively pursue an opportunity. It tracks everything from your initial assessment through final submission — documents, tasks, notes, contacts, compliance, and the generated proposal all live in one workspace per bid. Journey Hub is shared across your whole organization — every journey a teammate creates is visible to the rest of the org (subject to the visibility setting on that specific journey). This is different from Saved Opportunities, which are private to each login and do not sync between teammates. If you and a colleague both use SamSearch, the fastest way to make sure you’re both looking at the same pipeline is to work in Journey Hub, not each person’s individual saved list.

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Creating a Journey

There are two ways to start a journey, and they are not equivalent.

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From an Opportunity (recommended)

1. Open any opportunity from Search, Leads, or Recommendations
2. Click Start Journey
3. A journey is created automatically with the opportunity’s details pre-filled, and stays linked to that source listing

Because the journey is linked to the live opportunity, it keeps receiving amendment and update tracking for as long as it exists — see Amendment Sync below.

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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 (or use the inline + on any column to create it directly in that stage)
3. Fill in the title, status, due date, visibility, assignees, and optional description
4. Click Create Journey

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Pipeline Stages

Every organization starts with five default stages, each carrying a default win probability used to weight your pipeline value: Two separate locks are at work here, and it’s easy to mix them up:

• Deletion lock — Assessment, Won, and Lost/No-Bid can never be deleted, even if empty. In Progress and Submitted can be deleted (once empty) despite being default columns.
• Win-probability lock — only Won (always 100%) and Lost/No-Bid (always 0%) have a probability you cannot change. Assessment’s 10% is just a normal default and can be edited like any custom column.

Deleting a column moves every journey in it to Assessment — journeys are never deleted or hidden when a column is removed.

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Customizing Board Columns

Click the Columns button on the Board to open the column manager, where you can:

• Add a new column
• Rename any column — including Assessment, Won, and Lost/No-Bid
• Reorder columns by dragging them in the manager
• Delete a non-locked, empty column
• Set a win probability on any non-locked column, using the slider or preset percentages

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View Modes

Switch between four views using the controls at the top of Journey Hub: Your last-used view is remembered across sessions.

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My Tasks

• Click My Tasks in the view switcher at the top of Journey Hub
• Or open your Dashboard and click the My Tasks card

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Tasks Tab

Shows your assigned tasks, with:

• Quick filters — All / Overdue / Today / This week (each with a live count)
• Status filter — All / To Do / In Progress / Done
• Group by — Due date (default: Overdue, Today, This week, Later, Completed), Journey, Status, or Priority
• Scope toggle — My tasks (assigned to you) vs. All tasks (every task across all your journeys, with assignee avatars shown)

Click the checkbox on any row to mark a task done instantly. Click a row to open the task detail page.

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Mentions Tab

Every @mention directed at you across every journey — who mentioned you, the message, the parent journey or task, and a timestamp. Unread mentions are highlighted; clicking one marks it read and takes you to the task (or the journey Overview if it wasn’t task-specific).

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Journeys Tab

Every journey you own or are actively assigned to, with a progress bar of your own tasks within that journey (done vs. total). Click any journey card to open it.

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Filters

The filter bar has six chips: There’s also a free-text search box (matches title and solicitation number) and an Export button that downloads the currently filtered list as CSV.

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Journey Features

Each journey opens into its own workspace with several tabs.

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Overview

The header fields — Status, Due Date, Type, Value, Owner, Assignees, Visibility — are all editable inline (Owner is read-only from here). Click View Opportunity to jump back to the original listing in Search or Leads, or Open Chat to start a Sammy conversation scoped to this journey’s documents. Value shows your manually-set deal value if you’ve entered one, or the platform’s own opportunity-value estimate (marked with ”≈”) if you haven’t. You can clear a manual value at any time to fall back to the estimate. Notes — a rich-text notepad saved automatically as you type:

• Type @ to mention a teammate or a journey contact — both are searchable from the same menu
• Type / for slash commands: /task creates a real task on this journey without leaving the notepad, plus quick-inserts for the journey’s due date, solicitation number, today’s date, and any contact’s name/email/phone

Contacts — store names, roles, phone, and email for anyone tied to this bid (contracting officers, teaming partners, internal SMEs). Each contact with an email gets one-click compose email and schedule meeting actions.

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Comments

Post comments directly on a journey — the fastest way to loop in teammates without leaving it.

• Multi-line text, so you can leave detailed notes
• Type @ to tag a teammate — they’ll see it in their Mentions tab
• Reply threads, and react to any comment with an emoji (a quick row of eight, or the full picker)

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Activity Log

A collapsible log tracks every change to a journey — stage moves, title/field edits, assignments, task changes, contact changes, and document uploads — filterable by action type and by member, so anyone joining the journey can see what’s happened at a glance. Assignment History appears once anyone has ever been unassigned from the journey, and groups bulk assignment changes into single, readable rows (e.g. “Jane assigned Alice, Bob, and Sam”).

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Tasks

The Tasks tab has its own Board, Calendar, and Table views, filterable by Priority, Due Date, and Assignee.

• Statuses: To Do, In Progress, Done — fixed, not customizable
• Priorities: Low, Medium, High
• Assign one or more teammates to any task
• Click a task to open its task detail page — full description, status/priority/due-date controls, and its own comment thread with the same @mention, reply, and emoji-reaction system used on the journey Overview. Unread mentions in a task’s comments are highlighted, and the page scrolls to and flags the first unread one automatically.

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Documents

Store every bid-related file inside the journey — solicitation attachments, drafts, past performance, certifications, and anything you upload.

• Limits: up to 50 MB per file, 20 files per upload
• Accepted types: .pdf .doc .docx .xls .xlsx .pptx .csv .txt

Indexing status — each document shows a badge while SamSearch processes it for AI search and chat context: Amendment Sync — for federal opportunities only, SamSearch checks for new amendment attachments automatically each time you open the journey, and you can also click Sync amendment in the toolbar to check on demand. New attachments are added alongside your existing documents — nothing is replaced. This only works for journeys created from a live opportunity; a manually-created (“Upload” type) journey has no source listing to sync against. Fill & Sign — open any PDF or Word form from a document’s row menu to fill it out and sign it directly in the browser, no printing required. Full details are in Proposal Generation →

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Compliance

The Compliance tab holds a row-by-row requirements matrix for the opportunity. Build the matrix by clicking Generate Outline (extracts requirements from the RFP/RFQ automatically as part of outline generation — see Proposal Generation) or Create Manually to add rows yourself. Each requirement row has: A new matrix starts entirely TBD — a background pass assesses each requirement against your company’s documents shortly after generation and fills in a status automatically; you can override any AI assessment yourself. A Compliance Rate percentage at the top gives a quick read on bid readiness. Click Create Task on any row to spin up a task pre-filled with that requirement’s details, or View source to open the exact page and passage in the solicitation the requirement was extracted from. If a solicitation amendment changes the requirements after your matrix already exists, use Re-shred requirements to see exactly what was added, changed, or removed — nothing updates until you review the diff and click Apply. Full detail on the reshred flow, and on Fill & Sign, is covered in our Help Center’s “Compliance Matrix and Fill & Sign” guide.

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Strategy Insights

Generated automatically alongside your outline, Insights is the one-screen capture-manager brief: when it’s due, whether to bid and why, how to submit, and the key facts.

• Our call — a bid/no-bid recommendation with rationale, plus a win-probability read (high/medium/low)
• Win themes — the differentiators the AI thinks should anchor your proposal
• Risks & how to handle them — each paired with a suggested mitigation
• Key dates, snapshot, format rules, and contacts — set-aside, NAICS/PSC, place and period of performance, contract type, estimated value, and incumbent, pulled straight from the solicitation

If your company can’t meet a stated set-aside or eligibility requirement, an eligibility flag appears at the top before anything else — this is meant to be the first thing you see before investing more time.

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AI Chat (Sammy)

Click Open Chat from the Overview tab to talk to Sammy with this journey’s documents already in context — analyze the RFP, understand requirements, or get help drafting content. Learn more about Sammy →

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Submit

Your pre-submission workspace, built on the same outline/proposal pipeline as everything above:

• Bid Checklist — every submission-logistics item (forms to fill, signatures, uploads, registrations), grouped into Prerequisites → Drafting → Forms & Pricing → Final Assembly, each linked back to the compliance requirements it satisfies
• Proposal Outline — the section-by-section structure the narrative will follow, editable before you generate
• Generate Proposal — produces the full draft from your outline, documents, and compliance data

Learn more about Proposal Generation →

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Visibility & Sharing

Journeys can be set to:

• Shared — visible to every member of your organization
• Private — visible only to you and anyone directly assigned

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Deleting a Journey

From the journey’s kebab menu (or the Table view’s row/bulk actions), click Delete. You’ll see a confirmation: “This action cannot be undone and will permanently delete this journey and all its tasks.” There’s no undo — the journey and every task, comment, document reference, and the compliance matrix are removed immediately. A deleted journey still counts toward historical totals in Reports, which can include it when Include archived journeys is on.

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Supported Opportunity Types

Journey Hub works with every opportunity type: Federal, SLED, Grants, Forecasts, Recompete, Subcontracting, DIBBS, GSA eBuy, Canada, and manually-created (“Upload”) journeys.

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Team Collaboration

Journey Hub is built for teams — every journey can be owned, assigned, and shared across your organization. This is a deliberate contrast with Saved Opportunities, which are private per login and never sync between teammates: if two people on the same team need to see the same pipeline, that’s Journey Hub, not each person’s individual saved list.

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Team members and roles

Inviting teammates, roles (Owner, Admin, Member), and individual member permissions such as Edit Board Columns and Change journey visibility are all managed in Settings → Team & Organization.

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Assigning Journeys and Tasks

Each journey has an Owner and can have one or more Assignees. Use the Owner and Assignee filters to see your own pipeline, a specific teammate’s, or the whole team’s. Individual tasks within a journey can be assigned separately from the journey itself.

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Best Practices

1. Start journeys from the opportunity, not from scratch — this is the only way to get ongoing amendment tracking
2. Use clear titles — make each journey easy to identify at a glance
3. Set due dates early — allow time for review and revision, not just submission
4. Break work into tasks — specific tasks are easier to complete than vague to-dos
5. Keep past performance and capability statements in your Company Profile, not just a single journey, so every proposal and chat can draw on them
6. Use Visibility settings — keep sensitive journeys private; share the rest with your team
7. Check My Tasks daily — start your day there to see what’s overdue, due today, and coming up this week across every active bid