Progress/Project tracking

Project Dashboards

What it is: A centralized view of all projects and their statuses.

• Centralized view of all projects and their statuses.

• Visual indicators (e.g., pipeline progress, traffic-light statuses) for quick insights.

• Customizable filters by team, due date, or priority.

How it helps producers/leads:

• Provides a bird’s-eye view of multiple initiatives running in parallel.

• Quickly identify which assets are on track, at risk, or blocked through pipeline progress and traffic-light indicators.

• Use filters to drill down into specific teams, due dates, or priorities, ensuring resources are allocated where they are most needed.

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Task Management

What it is: A structured way to assign tasks with owners and track status changes.

• Assign tasks with owners.

• Automatic status updates when tasks move across stages.

How it helps producers/leads:

• Ensures accountability by making it clear who is responsible for what.

• Automatic status updates remove the need for constant check-ins, freeing producers to focus on higher-level oversight.

• Automatic assignments automatically assigns assets to the appropriate team member when it reaches a specific step.

• Dependency management prevents bottlenecks by flagging tasks that can’t move forward until others are complete.

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Milestone Tracking

What it is: Key checkpoints that define progress toward deliverables.

• Define key milestones for each project.

• Monitor progress toward major deliverables.

How it helps producers/leads:

• Makes it easier to set expectations with stakeholders by clearly showing major progress points.

• Helps align creative and technical teams around shared delivery targets.

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Progress Updates

What it is: A space where team members can upload updated versions of assets and provide context.

• Team members can post updated versions directly within an asset.

How it helps producers/leads:

• Consolidates version history, so producers can easily compare progress without hunting across tools.

• Encourages transparency in reporting, ensuring no progress gets lost in email or chat.

• Provides a living record of work, making retrospectives and post-mortems more accurate.

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Notifications & Alerts

What it is: Real-time alerts on asset progress, overdue tasks, and risks.

• Real-time alerts for asset progress.

• Customizable notification preferences for teams and individuals.

How it helps producers/leads:

• Ensures producers don’t miss critical updates, even when managing multiple teams or projects.

• Customizable preferences let leads filter noise and focus only on priority issues.

• Keeps communication proactive—producers can step in before issues escalate.

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Versioning

What it is: A complete history of updates to projects and assets.

• Maintain a history of asset versions.

• View past versions of deliverables.

• Roll back to a previous version if errors or scope changes occur.

• Add version notes for clarity and accountability.

How it helps producers/leads:

• Provides a safety net by allowing rollbacks to earlier versions if needed.

• Adds accountability by showing who made what changes and when.

• Facilitates structured review cycles, making it easier for leads to provide feedback and track iterations.

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Best Practices for Tracking

1. Review & Adjust – Regularly assess progress and adjust priority level based on data.

2. Check To-Dos – Use the To-do feature to stay on top of personal responsibilities.

3. Check Urgency – Rely on Priority Levels to identify and act on high-priority work first.

4. Check Revision Notes – Review Feedback Notes from leads to implement revisions effectively.

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