Knowledge Base Article

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.

The Project Progress meter reading 67 percent with 2 of 3 tasks complete

The meter on Project Details, with the task count beside it.

A project card on the list showing percent complete and a color coded status badge

The same figure reads as % Complete on the card, next to the status badge.

Moving the meter

Open the project and go to Project Tasks.
Tick the checkbox beside each task as it is finished.
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.

The task counter above an open task row with its checkbox

Tick the checkbox on a task and the percentage moves on its own.

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 color coded, so an overdue or stalled project stands out.

The Project's Current Status dropdown open, showing New, Approved slash In Spec, Assigned, In Process and the rest

The status list on Project Details. It scrolls for the last few.

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.

The Request A Status Update button in the Project Details header

Request A Status Update sits in the Project Details header.

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.

The Projected Work Hours field beside Actual Work Hours, marked as calculated from project tasks

The two hours figures sit side by side on Project Details.