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How to Check Task Progress on a Project

Quick Project Health Check​

Want to see how a job is progressing? Here's what to look at:

1. Open the Project​

Go to Projects app → Click the job you want to check

2. Key Numbers to Check​

Project page showing progress metrics

Overall Progress

  • Shows average completion % across all stages
  • If it's 75%, the job is 75% done overall
  • This is calculated automatically based on stage completion

Open Tasks Count

  • How many incomplete tasks are left
  • High number = lots of work remaining
  • Zero = either done or tasks are still populating

Current Stage Status

  • Shows which phase is active (e.g., "Construction Active")
  • Only one stage can be active at a time

3. Dive Into Stage Details​

Scroll down to Linked Stages section. You'll see all 5 stages:

  1. Pre-Construction
  2. Mobilization
  3. Construction
  4. Demobilization
  5. Retainage

Click into a stage to see:

  • Tasks Complete % - how much of that stage is done
  • Open Issues - count of incomplete tasks in that stage
  • Task Overview - list of all tasks for that stage
Screenshot needed

Stage detail page showing tasks complete percentage and open issues count would be helpful here.

Understanding Stage Progress​

Each stage has its own Tasks Complete %:

  • 0% = Haven't started (or tasks not created yet)
  • 50% = Halfway through the stage
  • 100% = Stage complete, ready to move to next

Important: All tasks for all stages are created when the project is created. You can filter by stage to see only the tasks relevant to your current phase.

Task Status Breakdown​

Within each stage, tasks will be color-coded:

  • 🔴 Pending (Red) - Not started, might be waiting on dependencies
  • 🟡 In Progress (Yellow) - Being worked on now
  • 🟢 Complete (Green) - Done!

To see the breakdown:

  1. Click into the Stage
  2. Look at Task Overview
  3. Sort or filter by Status

Checking Individual Task Details​

Click any task to see:

  • Responsible - who's assigned
  • Due Date - when it's due
  • Status - current state
  • Dependencies - what it's waiting on or blocking
  • Notes - context and updates
  • Attachments - files, photos, documents

This is helpful if you see a task stuck in Pending and want to know why.

For Project Managers: Daily Checklist​

  1. Check Open Tasks Count - is it growing or shrinking?
  2. Review Current Stage's Tasks Complete % - are we on track?
  3. Filter tasks by Status = Pending - are any stuck waiting too long?
  4. Check Dependencies - are chains moving or blocked?
  5. Review upcoming Due Dates - anything about to be late?

For Field Crew: What You Need to Know​

"What am I supposed to be working on today?"

  1. Open Tasks app
  2. Filter Responsible = You + Status = In Progress
  3. Sort by Due Date
  4. Start at the top

"Is my task ready to start?"

  • If Status = Pending and Ind or Dep = Dependent, check the Dependencies field
  • If it lists another task, that task needs to be completed first
  • If Ind or Dep = Independent, you can start right away

Tips​

  • Tasks Complete % updates automatically as tasks are completed
  • If a stage shows 0% progress but should have tasks, wait 2-3 minutes after activating the stage (see task-population.md)
  • Overall Progress is an average of all stages, not just the current one
  • Completed stages still show in the Linked Stages list with 100% progress

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