Progress Charts
Progress charts are available for both leads and jobs.
Use progress charts to:
- Gain a quick overview of where all your leads/jobs are up to in the process
- Track unscheduled jobs
- Identify tasks which are behind schedule
- Quickly detect bottlenecks
- Streamline your operations to boost productivity
To view a progress chart, navigate to either Leads or Jobs, then click Progress Chart at the top left:
Your chart will look something like this:
Green = Completed! There are no further tasks for that workflow step.
Yellow = Due Today! The target date for that task is set to today.
Red = Overdue! The target date for the task has gone over and is now behind schedule.
Grey = On Time or Unscheduled! The target date is in the future or has not yet been set.
White = No Tasks! There are no relevant tasks in that step/status for this job.
Tips:
- Hover over the task to see more information like the target date, task progress, etc.
- Click on the task to be taken to the full task display.
- Use the arrows next to each column heading to add or remove columns.