Shared guide

How to track project progress

In this how-to guide, you'll learn how to effectively track project progress by creating a custom status field within your project management system.

viktoriaviktoria
·12 steps·42 views·Published

In this how-to guide, you'll learn how to effectively track project progress by creating a custom status field within your project management system. By following the steps outlined, you'll be able to categorize tasks into 'To do', 'In progress', and 'Done', enhancing collaboration and clarity for your team.

Step-by-step Guide12 steps
  1. Click the Project B link

    Clicking on the Project B link will open the detailed view of the project, allowing you to manage tasks, view progress, and collaborate with team members.

    Click the Project B link
    Loading screenshot…
    100%
  2. Click the Add Field option

    This will allow you to create a new custom field to track additional information within your project. You can customize the type of field to fit your project's needs.

    Click the Add Field option
    Loading screenshot…
    100%
  3. Click the Single-select field type

    Selecting the 'Single-select' option allows you to create a field where users can choose only one option from a predefined list. This is useful for limiting choices in task assignments or categorization.

    Click the Single-select field type
    Loading screenshot…
    100%
  4. Click the 'Click here' input field

    Clicking this input field allows you to enter a title for the new field you are adding to your project. Make sure to provide a descriptive name that accurately represents the content you will be tracking.

    Click the 'Click here' input field
    Loading screenshot…
    100%
  5. Type 'Status' in Field Title

    Enter 'Status' in the Field Title input to specify the name of the new field. This will help categorize and manage the project's priority, stage, and status effectively.

    Type 'Status' in Field Title
    Loading screenshot…
    100%
  6. Click the 'Click here' text area

    Clicking here allows you to enter the title for the new field you are adding to your project. Make sure to provide a clear and descriptive title for better organization.

    Click the 'Click here' text area
    Loading screenshot…
    100%
  7. Type 'Done' in the option name field

    Enter 'Done' in the 'Type an option name' field to create a new selectable option for the status field in your project.

    Type 'Done' in the option name field
    Loading screenshot…
    100%
  8. Click the Type an option name area

    This enables you to enter a new option for the 'Status' field you are adding. After clicking, a cursor will appear, allowing you to type the desired option name.

    Click the Type an option name area
    Loading screenshot…
    100%
  9. Type 'In progress' in Option Name

    Enter 'In progress' in the 'Type an option name' text area to add it as a selectable option for the field you are creating.

    Type 'In progress' in Option Name
    Loading screenshot…
    100%
  10. Click the Add an option button

    This action allows you to add additional selection options for the field you are creating. Customize the options available for users when they interact with this single-select field.

    Click the Add an option button
    Loading screenshot…
    100%
  11. Type 'To do' in the option name field

    Enter 'To do' in the 'Type an option name' field to create a new status option for your project. This will allow you to categorize tasks more effectively within your project management workflow.

    Type 'To do' in the option name field
    Loading screenshot…
    100%
  12. Click the Create field button

    This action adds a new custom field to your project, allowing you to specify details such as the field title and options. You can then define how this field will be utilized within your project's framework.

    Click the Create field button
    Loading screenshot…
    100%