How to track and report project progress?

Enter your TeamLab portal and click the Projects link at the center.

In case you have already logged in to the portal and been using it for some time click the Projects link at the top of the page.

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The My Tasks list opens. Switch to the Projects tab and enter the desired project clicking its title.

The project home page allows you to:

• view the upcoming milestones displayed at the top of the page;

• add some more people to accomplish a specific task or to be able to complete the project on time. To learn more about how to manage the project team refer to the How to create a project? guide.

• view the most recent activities within the selected project.

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Switch to the Milestones tab and check what is already done (closed milestones), what is being worked on (active milestones) and what is overdue and needs special attention (overdue milestone).

If you need to shift a milestone, click its title. Go to the Actions panel and click the Edit milestone link. Select the new date and click the Save Changes button.

To plan a new milestone follow the steps of the How to schedule your workflow? guide.

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Switch to the Tasks tab and sort the available tasks to view all the tasks assigned to you or to a particular team member or all the project tasks organized by milestones.

To add a new task click the Add new task button and follow the instructions here.

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Switch to the Discussions tab. A new page opens with all the project-related discussions. Select the one you wish to participate in clicking its title. Read and add comments using the Add comment button.

If you have a new topic to discuss, start a new discussion.

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Switch to the Time Tracking tab. You will be presented with the task lists organized chronologically with the total time spent on them indicated.

If you need more details on the task, click its title in the Description column.

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Return to the My Projects list clicking the All Projects link above the tabs and switch to the Reports tab.

Select the type of the report you wish to generate checking the appropriate radio button. Configure the Filter parameters and click the Generate report button below.

Once the report is generated you can export it to a csv file or print it using the links below the report description at the top right corner.

Note: you can set up needed parameters once and regularly receive automatic reports by email on certain date and time. To learn how it can be done refer to our Tips & Tricks section.

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