Updating Task Progress

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Transcript

Now that you've added a test to the to do list, let's take a look at how we can monitor those and update our progress. Because once you add a task to to do list, you want to make sure you continue to update the progress in it. So you can keep track of where you are with each of your tasks. Let's make sure we're in our to do list. We've got our tests highlighted, and we're on the Home tab, because the first thing we're going to do is take a look at our view. Right now I'm viewing all of my active tasks, we come over to the current view group and click on Change view, we can change what we're looking at.

So for instance, if we wanted to see all of our overdue tasks, we would click here, and it will show us just what we've got overdue. We'll come back up. We'll change it to our completed so we can see what we've completed on our list. And this is one of the reasons it's good to go in and be able to change your view. Because if we showed everything on our list, it would be hard for us to keep track of what we've still got going on. So we're going to come back in and we're going to change it back To our active, so we can see exactly what we've got going.

Now we can also go in and categorize everything. So if we come over to our view tab, go to the arrangement group, we could click importance and it would categorize everything by the importance. So everything of high priority would be at the top of our list. So these are just different ways that you can view the tasks that you have in your to do list, so it makes it a little bit easier so you can keep track of things. The other thing you need to make sure you're doing is updating the status within your to do list items. When we look at the list of our items here, we can see our status area.

Some of them have not been started, we've got some in progress, and we've got one waiting for someone. If you need to go in and update the status on your to do list. All you need to do is double click on the item. Once you do that, it's going to open up the task. Now we can see in the information area this was due yesterday. We come over to the status we can see it's in progress.

75% Complete. Now I've completed this item and once you complete an item, you can do a couple different things with it, we could come over here, change this to completed, we can click the mark complete. Or if we close out of this, go back to our list. Go to our home tab, we can go to the Manage task group and click Mark complete. You can see it removed it from our list because it marked it complete. And all we're showing right now is our active items.

Let's open up another one of our items. We'll do the update financials as an example. So we'll double click on it. We'll come into the status area. And again, we've got our options in progress completed, we mean that someone else or deferred, let's click deferred. And we'll say we've got 25% of this done, click close and save.

It removed it from our list because it's no longer active because we've deferred it. Let's go to our weekly report. We'll come in here and we'll change it to in progress. And then once you change something to in progress, you want to be able to tell it how far along you are with the progress. So we'll come over to our percent complete. And we'll say we're 50% complete on this one, we'll close and save it.

And you can see once we did that it updated it to in progress 50% complete. Another thing that can come up sometimes with your to do list items, is the due dates can change. So let's go into another one of our tasks. And we'll change the due date on it. Once you do that, it's going to update it on your list as well. If you're going to add tasks to your to do list, make sure you keep the status updated and also update any other changes to it, whether it's being deferred, whether the due dates changed, or if additional details need to be added to it.

It makes it much easier as you're going through and keeping up with what you've got to do.

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