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 onboarding projects or monitoring internal process templates, this view provides a side-by-side snapshot of progress across all active projects — making it easier to spot bottlenecks, delays, and team workload at a glance.
Getting Started
Go to Reporting → Project Progress and select a project template from the list on the page or the dropdown in the top right corner. This generates a spreadsheet-style matrix showing:
- Rows — Projects created from the selected template
- Columns — Individual tasks or stages from the template (depending on your selected view)
You can filter results by Project Owner to focus on a specific team member's projects.
Simply click on any status icon to open the task, or click the Project Name to open the full project.
Task View
The Task View shows a column for each task in the template. Each cell reflects the current status of that task for each project:
| Icon | Status |
|---|---|
| ✅ Green check | Completed |
| 🔵 Grey circle | Draft |
| 🕓 Blue clock | Active |
| 🟠 Orange file icon | Archived |
| ❗Red exclamation | Overdue |
Stage View
The Stage View shows a column for each stage in the template, giving you a higher-level view of where each project stands across its key milestones.
| Icon | Status |
|---|---|
| ✅ Green check | Completed |
| 🔵 Blue circle with x/x tasks | In Progress — hover to see task completion breakdown |
| ⚪ Grey circle | Draft |
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
- Quickly identifying which team members' projects need attention using the Project Owner filter
With this dashboard, your team can better allocate resources, prevent missed deadlines, and optimize operations by addressing repeat bottlenecks across projects.