Progress Charts
Progress Charts are available for both Leads & Jobs. Progress charts boost your business’s job management capabilities. It enables you to efficiently track unscheduled jobs, promptly identify tasks falling behind schedule, and quickly detect bottlenecks, thereby streamlining your operations for optimal productivity.
Accessing Progress Charts
Click into either Leads or Jobs tab from the User Menu Panel
You will then be taken to your chart which will look similar to the below:
Green = Completed! There are no further tasks for that workflow step.
Yellow = Due Today! The target set on that task is set for today.
Red = Overdue! The target date for the task has gone over & is now behind schedule.
Grey = On Time or No Time! 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 the job.
Tips:
- Hover over the task to see more information like the target date, target process & more.
- Click on the task from your progress chart to be taken to the full task display.
- Use the arrow next to the column headers to add or remove columns.