Status

Task Status helps track the lifecycle of work, from planning, to commitment, to completion. It’s a simple way to bring structure and accountability to the plan.

Updating Task Status to Promised

Promised Tasks are commitments. If the committed dates are changed, a delay reason must be recorded in order for the update to save.

Change Task Status to Promised:

• On the Gantt, use the Column Picker to toggle Status

• Click the Status cell for your task & select Promised from the dropdown menu

How Promised Tasks Look in the Plan

Status

Visual

Promised

Start and End Date Visualisation

Promised

Task Bar Visualisation

Updating Task Status to Done

Done Tasks are those determined to have actualised start and end dates. Done Tasks are locked in place so no date changes or Progress Updates can be made.

Change Task Status to Done:

• On the Gantt, use the Column Picker to toggle Status

• Click the Status cell for your task & select Done from the dropdown menu

How Done Tasks Look in the Plan

Status

Visual

Done

Start and End Date Visualisation

Done

Task Bar Visualisation

Revert a Task Status to Planned

Planned Tasks are those not yet promised to be delivered, and can be moved freely. This is the default state of all tasks.

Revert Task Status to Planned:

• On the Gantt, use the Column Picker to toggle Status

• Click the Status cell for your task & select Planned from the dropdown menu

How Planned Tasks Look in the Plan

Status

Visual

Planned

Start and End Date Visualisation

Planned

Task Bar Visualisation

Promised Period

The promised Period can be set when Publishing. The Promised Period is shown as a hatched section on the Gantt, ending with a solid purple Promised Line.

• On the Gantt, Hover over and Click

• A menu will appear, on the menu click

Filter by Status

Filtering by Status lets you show or hide Tasks based on whether they're Planned, Promised or Done.

Filter by Status:

• Click and

• Select Status in the first dropdown

• Select from Is or Is Not in the second dropdown

• Select from Planned, Promised or Done in the third dropdown