The Feature Overview gives you a clear, centralised view of all features included in your subscription. It is designed to help you understand the status of each feature, track progress during implementation, and stay aligned with your Customer Success Manager (CSM).
You can use this page to quickly assess what’s active, what’s still being implemented, and what actions are needed to keep everything on track. It also provides detailed checklists so you can easily manage responsibilities, deadlines, and required tasks before a feature goes live.
What the Feature Overview Shows You
The Feature Overview displays all features you have purchased. For each feature, you can see:
Feature Status
You will see whether a feature is:
Active
In Progress
Complete
Not Required
Not Renewed
Not Started
Feature Details
Each feature card shows:
Key implementation information
Agreed timelines
Any relevant configuration or setup notes
Checklists and Responsibilities
Every feature includes a checklist designed specifically for that product’s implementation.
You can see:
All tasks required before the feature can go live
Who is responsible for each task (you or the CSM)
Agreed deadlines
To help keep everything on schedule, automatic reminder emails are sent to anyone responsible for outstanding tasks. These reminders ensure consistent progress and clear communication between you and your CSM.
Walkthrough Guide
There are three levels within the Feature Overview:
Parent Cards
Child Cards
Manage and Checklist
Each level gives you a deeper view of your features and their implementation progress.
Parent Cards
Parent Cards reflect the overall status of a group of related features.
A Parent Card can be in one of two states:
Inactive
Active
Each card gives you an at-a-glance view of the status of all associated Child Cards.
How to view more details
Select View Features on a Parent Card to drill down into the relevant Child Cards.
Child Cards
Child Cards give you a high-level overview of:
Status
Agreed dates
Checklist progress
Each card shows how far along the implementation is and highlights any actions still needed.
How to access the checklist
Select View Checklists on a Child Card to access the detailed Manage and Checklist section.
Manage Checklist
Manage Section
In this area, you can review and update:
Status of the feature
Agreed dates
CSM details
Client contact information
Any additional comments or notes
Use this section to keep all implementation information clear and up to date.
Checklist Section
The checklist displays every task required before the feature goes live.
For each task, you will see:
Sequence number
Title
Due date
Responsibility (you or CSM)
Description
Status
You can select a task to view or update its details. You also have the option to upload supporting files where needed.
Removing a checklist item
If a checklist item is no longer required, you can remove it by following these steps:
Select the Delete button on the relevant checklist item.
When prompted, enter a reason for the deletion.
Select Confirm Delete to complete the action.
This ensures there is a clear audit trail and keeps the checklist accurate and up to date.
The Checklist feature in your Content Management System is only available once you have completed training on how to create and edit your own courses. If you do not see a checklist, it simply means this training has not been enabled for your account yet.
Once your training session has taken place, our Professional Services team will switch on the Checklist and add the relevant details from your session so you have everything you need in one place.
Tips
Keep dates up to date: Reviewing agreed timelines regularly helps avoid delays.
Check your reminders: Automatic emails will alert you when a task needs attention.
Use comments for clarity: Add notes whenever you need to provide context or updates for your CSM.
Limitations
Note: Parent and Child Cards only display features included within your purchased subscription.
Conclusion
You now have a clear understanding of how to use the Feature Overview to track your features, manage implementation tasks, and stay aligned with your CSM.
If you need additional support, please contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].