Monitor Tasks Progress

After all the tasks have been created and assigned, you can monitor the tasks progress using Task Manager.

Tasks are grouped by Data Source. The search bar and filters can be used to find tasks. Tasks can also be exported into an excel file.

Each task step (i.e. Data collection, or Approval steps):

  • is color-coded to display the task step status
    • Light gray: Awaiting
    • Dark grey: To do
    • Blue: In progress
    • Orange: On hold
    • Green: Done
    • Red: Overdue
  • contains assignees initials or avatars
  • contains due date of the task step

Hovering over a cell will also produce a popup text box which indicates the status of the task step. 

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Note: Tasks progress can also be viewed from the Data Sources library, using the Tasks column.

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Interactive Video Demos:

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