Tracking the Progress of a Project

Summary

This article will outline how to use the Stage Tracking tool for an individual project. This tool is located in the Manage tab of the Project zone.

How to track the process of a project:

The workflow functionality will be found in the top section of the manage tab. Each workflow has five stages: Designing, Selling, Installing, Maintaining and Other. The names of the stages can be customized as well as the actions underneath each stage. You can follow the steps here to customize the workflow.

The selected stage will be highlighted in blue to let you know this is the one currently active. You can move to the next stage by selecting a different stage and saving. As you move along the stages, the completed stages will turn blue:

Each stage has a list of action items with checkboxes.  To complete an action, click the check box and this action will be marked as completed with a timestamp and date under the “Activities” section. 

Note: These stages and actions can be fully customized. See the Help Center article for Customize project workflows, stages and actions

Editing the activity information:

From the Activities section, you have the option to edit the completed action. This feature will give you the option to add a note to keep your team informed. To do so, click on the edit button:

And use the note field. Once completed, make sure to select the “Save” button to ensure your information is saved:

 The projects activities section will display all notes as well as completed actions and the stage of the project will also be displayed on the project zone: