Once you have your workflows set up on your different job types and deliverables, you can have a birds-eye view of where they stand by visiting Reports › Progress Reports. You can view your workflow by task list or by task, all open leads or open jobs, and progress for all of your deliverables. Check out the different progress reports:

Workflow by Task List

Workflow by Tasks

Deliverable Workflows

Your tasks are even color coded:

  • Open – Grey
  • Scheduled – Blue
  • Due Soon – Yellow
  • Past Due – Red
  • Done – Green

You can find the Progress Reports in the Reports sidebar menu of your account.  Note that in order to view the Reports section, you must be an administrator user.

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