Set deadlines and track progress
Once a task is created, one of the most important next steps is keeping its deadline and progress up to date. This helps the whole team stay aligned, makes planning easier, and gives a clearer overview of what is on schedule, delayed, or already moving forward.
How to manage deadlines and progress
Go to Projects -> Tasks.
Open the task you want to manage.
The task detail window opens. This is the main place where important changes and updates to the task can be made.
Set or update the deadline.
Look for the Deadline field in the task form and choose the required date.
Keeping the deadline updated helps with planning, reporting, and day-to-day coordination across the team.
Review progress through the task workflow.
Each task can move through its workflow stages, for example from work in progress to later review or completion states.
Updating the workflow regularly makes the task status easier to understand for everyone involved.
Check recorded work in the worksheet area, if it is available in your task view.
Worksheet-related information helps show what work has already been done on the task and by whom.
This is useful when you want to compare planned work with actual progress.
Save your changes.
Why this matters
Deadlines and progress updates are not just administrative details. They help the team:
- understand what should be done and by when,
- see whether work is moving forward,
- identify tasks that are stuck,
- keep project coordination more predictable.
When task records are updated regularly, managers and team members can make better decisions without having to ask for status updates manually.
Tips
Set the deadline as soon as the task is assigned so expectations are clear from the beginning.
Update the workflow stage whenever the task meaningfully changes status.
Review worksheet or time-tracking information regularly if your team uses it for monitoring actual progress.
Use clear task descriptions together with the deadline so the assigned users know what is expected.
Common mistakes
Missing deadline: tasks without deadlines are easier to overlook and harder to prioritize.
Outdated workflow status: if the stage is not updated, the task may look active even when work has already moved on.
Not saving changes: edits to the task record can be lost if they are not saved.
Ignoring recorded work: when worksheet data exists but is not reviewed, progress may be harder to evaluate accurately.
Summary
| Topic | Summary |
|---|---|
| Deadline management | Set the deadline directly in the task record to support planning and coordination. |
| Progress tracking | Use the workflow status to reflect the current state of the task. |
| Recorded work | Worksheet-related data can help show what has already been done on the task. |
| Best practice | Keep task records updated regularly so the whole team sees the latest status. |