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How to Track Project Progress

A project's progress is calculated from its task list, so you track progress by working the tasks rather than by typing in a number.

Where progress comes from

The Project Progress meter sits on the Project Details page. It shows the percentage of the project's tasks that are marked complete, with the count underneath, for example "4 of 10 tasks complete". Before you add any tasks it reads "No tasks yet". The bar turns green at 100 percent.

The same figure appears as % Complete on each card in the project list, so you can scan every project without opening any of them.

Moving the meter

  1. Open the project and go to Project Tasks.
  2. Tick the checkbox beside each task as it is finished.
  3. The percentage updates on its own. There is no progress field to edit and no save step for it.

Actual Work Hours on Project Details works the same way. It totals the hours logged against the project's tasks rather than being typed in.

Project status

Status is separate from progress, and you do set it by hand on Project Details. The list runs:

  • New
  • Approved/In Spec
  • Assigned
  • In Process
  • Waiting On Client/Customer
  • In Testing/QA
  • Needs Final Approval
  • On Hold
  • Completed
  • Cancelled/Void

On the project list, the status badge is colour coded, so an overdue or stalled project stands out.

Asking for an update

Click Request A Status Update in the Project Details header to ask the project manager where things stand. It is the quick way to chase a project you do not own without writing a separate email.

Keeping the percentage honest

The meter counts tasks, not effort, so one small task and one large task each move it the same amount. Break work into pieces of roughly the same size and the number stays meaningful. If you need effort rather than task counts, compare Projected Work Hours against Actual Work Hours instead.

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