Solutions Center Menu V2


To Do List & Progress Monitor

To Do List with Progress Monitor

Create a centralized view of all your responsibilities across multiple projects with this to-do list. Share with your team to create transparency, track task progress with Harvey ball symbols, and flag high-priority items.

Template design and key features

Customizable Columns

Progress
Show percent complete with Harvey Balls
Complete
Check off completed tasks
Phase
Enter tasks in the Primary Column (this column is used for automated emails)
Started
Enter start date of each task using the date picker
Due
Set the task due dates using the date picker
Flag
Flag at risk tasks
Notes
Log status details or other brief notes about each task

Collaborative Features

File Attachments
Store documents & links on each task row
Alerts & Reminders
Set alerts for due dates & sheet changes
Discussions
Log task details, comments, & notes
Gantt Chart
Enable Gantt view to see a timeline
Calendar View
View & edit tasks in a calendar
Row Hierarchy
Organize tasks into collapsible sections
Sharing
Collaborate in real-time with your team
Update Requests
Request updates on task status
Web Forms
Collect new rows & take action
Mobile App
View & update your to do list on the go

Sharing with different access levels

Collaborating on the task manager with your team

Getting task updates from your team

Learning resources

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