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


  1. 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.

  2. 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.