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Manage & Monitor the Plan

This article explains how to monitor the progress of tasks using filters for plans and due dates. It helps service providers stay on top of execution and prepare for review meetings with clients.

How to Monitor Progress

Use the Tasks Table to filter and monitor:

  • Tasks by Plan (Short/Mid/Long-Term)

  • Tasks by Due Date

  • Completion status and severity

Use Case: Client Review Meetings

During check-ins with clients:

  • Filter by incomplete tasks in the current plan.

  • Sort by due date or severity.

  • Discuss progress and blockers.

🧭 This allows you to make data-driven decisions and adapt the roadmap as needed.

Additional Tips

  • Encourage task owners to update task status.

  • Use plan views to allocate resources accordingly.

  • Export task data for offline reports if needed.