Set up a simple weekly routine to check progress, time and budget, and keep your team and client up to date without chasing anyone.
| What | Use project views, status updates, timesheets and messages to track and share progress. |
| Why | You catch late tasks and budget overruns early, and your client always knows where things stand. |
| Who | Project managers and project administrators. |
This is step 6 of 7 in the Project Manager onboarding path. About 15 minutes to set up, then a few minutes each week.
Track progress
1. Check the project summary
The project summary shows tasks completed, overdue and coming up, alongside time logged. Make it your first stop each week. See Viewing a Project Summary.
2. Find late and upcoming work
- Filter the task list by due date to see overdue tasks and tasks due this week.
- Follow up with the assignee in a task comment, so the conversation stays with the work.
- Check the Projects list for any project marked Late. See Understanding Project Statuses.
3. Check time and budget
- Review the time your team logged this week. If you use timesheet approvals, approve or reject submitted timesheets.
- Open Finance > Budgets to see how much of the budget is used against how far through the project you are.
4. Share a status update
- Post a short project update each week: what was done, what is next, and anything you need from the client.
- If you need an update from your team, request one. See Requesting a Project Update.
5. Keep conversations in the project
Use messages for project-wide updates and comments on tasks for task-specific questions. This keeps decisions in one place your client and team can find later.
Your weekly routine
- Check the project summary
- Chase overdue tasks
- Review and approve time
- Check budget used
- Post a status update
Done when
- You have run through the weekly routine once.
- You have posted your first status update to the project.
Next step: Step 7: Report, invoice and close your first month.