Project Progress Reporting

The Project Progress tab in the Reporting section gives you a powerful way to evaluate the overall health and completion status of projects that follow the same workflow template.

Whether you're managing dozens of client projects with the same onboarding structure or monitoring internal process templates, this view provides a side-by-side snapshot of task completion across all active projects—making it easier to spot bottlenecks, delays, and team workload at a glance.

View All Projects by Template

To get started, go to Reporting > Project Progress and select any project template from the list on the page or the dropdown in the top right corner. This will generate a spreadsheet-style matrix showing:

• Rows: Projects created from the selected template
• Columns: Individual tasks from the template

Each cell reflects the current status of that task for each project:

• ✅ Green check: Task completed
• ❗Red Exclamation: Task Overdue
• 🕓 Blue Clock: Active Task
• 📄 Grey File:  Draft Task

This matrix makes it easy to compare projects, spot which tasks are most often delayed, and follow up where needed to keep timelines on track. Simply click on the icon to view the task, or click the Project Name to open the project.

Why Use Project Progress Reporting?

This view is especially useful for:

• Tracking onboarding or implementation projects across many clients
• Managing repeatable services with consistent workflows
• Overseeing internal review and QA processes tied to a shared template

With this dashboard, your team can better allocate resources, prevent missed deadlines, and optimize operations by quickly addressing repeat bottlenecks across projects.