Updating Task Progress in Salesforce
Once a task is assigned, users will begin working on it and update you on its status.
As a Manager, you need to manually update the task's progress percentage in Salesforce.
How to Update Task Progress
Using the Gantt Chart:
- Search for the assigned task and click on it in the Gantt chart.
- Update the Progress field with the appropriate percentage.
- Click the Done button to save the changes.
Using the Task Assignment Bar:
- Search for the Task Assignment in the Gantt chart.
- Hover over the Task Assignment bar until you see the scale icon (as shown in the second screenshot).
- Drag the scale icon to set the percentage of task completion.
- The changes are automatically saved, and the updated percentage is displayed.
Note:
- When you hover over the taskbar, you can see the Task progress percentage or notice a color difference in the taskbar.
- The completed percentage is displayed in dark blue, while the remaining progress is shown in light blue.