You should manually update the progress of assigned tasks.
To Update Task Progress Manually:
- Gather Updates – Talk to users and collect progress updates for their assigned tasks.
- Enter Updates in Salesforce– Manually add the details in the Project Management app by following these steps:
- Go to the Project Management tab in Salesforce.
- Click on the assigned task (blue bar).
- In the task details pop-up, drag the Progress bar to set the task progress.
- Update the progress field each time you receive new status updates to track work completion and plan future task assignments.
- Change Task Status– To update the task status:
- Go to the Board tab.
- Modify the Status of the assigned task.
Upcoming Feature:
An option will soon be available for users to update their task progress directly via the TimeTracker Mobile or Web app. These updates will be automatically reflected in Salesforce.
