How to Track Task Progress in Tasks (925Worksuite ERP) 0 0
Overview
This guide explains how to track task progress in the Tasks module within the Work section of 925Worksuite.
Tracking task progress ensures:
- Clear visibility of work status
- Proper follow-up on activities
- Alignment with the overall sales and operations pipeline
🔄 Steps
1. Go to Work Module
- From the Dashboard
- Click on Work
2. Open Tasks
- Click on Tasks
3. Select the Task
- Click on My Task
- Select the task you want to track
4. Access Task Details
- If required, log in with your credentials
- This opens the full task interface
5. Review Task Execution Tabs
Use the tabs to monitor progress:
- Files → Check uploaded documents
- Sub Task → View breakdown of task progress
- Comment → Review communication updates
- Timesheet → Track time spent
- Notes → View important updates or blockers
6. Check Task History
- Click on History
- Select the latest activity
👉 This shows:
- Previous updates
- Actions taken
- Timeline of progress
7. Update Task Status
- Click on Status
Select the appropriate stage:
- PENDING → Not started
- INTRODUCTION → Initial stage
- MEETING → Discussion ongoing
- IN PROCESS → Work in progress
- HALF COMPLETED → Partially done
- RE-EVALUATE → Needs review
- DONE → Completed
8. Use Action for Progress Control
- Click on Action → View
Track execution using:
- FOLLOW UP → Next steps or pending actions
- PROPOSAL → Deliverables or outputs
- NOTES → Key updates and decisions
9. Open Linked Records
- Click on the link icon
👉 View related:
- Lead
- Client
- Previous activities
✅ Expected Result
The task will be:
- Properly monitored
- Updated with accurate status
- Aligned with next actions
- Fully visible within the workflow pipeline
⚠️ Common Errors
- Task status not updated after progress
- No follow-up action recorded
- Missing notes explaining changes
- Ignoring task history before updates
- Incomplete use of task tabs (files, comments, etc.)
❓ FAQs
1. How do I know if a task is progressing correctly?
Check Status, History, and Notes for consistent updates.
2. What status should I use if work is ongoing?
Use IN PROCESS.
3. When should I use RE-EVALUATE?
When the task requires correction or reassessment.
4. Why is task tracking important?
It ensures accountability, visibility, and smooth workflow execution.
5. What should I do after updating status?
Always log a Follow Up or Notes to define the next step.