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Update stage or task progress
Update stage or task progress
Updated over a week ago

A progress bar is shown for each stage and task in the work breakdown. You can change the current progress for the stage or each task to let the team know the status.

Details about stage and task progress:

  • The stage progress can be set by staff with assistant project manager access (or higher).

  • Apply a color to the stage in the work breakdown edit view, and that color is automatically applied to each task linked.

  • Task progress can be set again the whole task, or the individual staff member assigned to the task.

  • The task progress bar color can be updated by selecting the circle on the right in the work breakdown editor view and selecting an alternate color from the list.

  • User-level staff can only update the progress of the tasks they have been 'assigned to'.

  • Assistant project manager level staff (or higher) can update the task progress for any of the items in the work breakdown.

  • Phases do not have progress bars or colour options available.

To change the stage level progress:

  1. Locate the stage in the list.

  2. Slide the progress bar at the point that shows the percentage complete.

  3. The stage color line will extend to that point in the progress bar to show how much of the work has been completed.

  4. Next - consider updating the stage level status if all the work has been completed. Learn more about project status options.

To change the task level progress:

  1. Locate the task in the list.

  2. Slide the progress bar at the point that shows the percentage complete.

  3. The task color line will extend to that point in the progress bar to show how much of the work has been completed.

To update the staff level progress:

  1. Locate the task in the list.

  2. In the 'Assigned to' column click on your staff picture.

  3. In the drop-down that opens a progress bar is shown. Select the spot in the bar that shows the percentage complete for the task.

  4. The task color extends to the selected point of the bar, to shows the team much of the task works that you have completed.

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