Progress

The Progress Meter is a great way to display the completion status of an item. You can use it in the following circumstances:

  • You’ve made progress on an item and you want to track it to stay organized
  • You’ve made progress on an item and you want your team to know
  • You’re ready to complete an item – mark the progress at 100% and it will be marked as complete
  • A previously completed item needs more work – mark the progress to a lesser percentage

Keep in mind that Priority Matrix records the history of all changes to your items, so marking the progress is a good record keeping practice.

Effort

The Effort Meter is a way for you and your team to estimate how much time it will take to complete a certain task. This comes in handy when:

  • You want to learn if your estimates are accurate – for example, you think a task will take you less than an hour. Record that and see if you were right
  • You want to track how many hours are assigned to each of your team members – track effort and then access the Effort Reports (Business Class and above)
  • You want to track how much time you invest in your work

Updating the Progress and Effort

There are two ways to update progress and effort:

  1. From the Item Details Panel
  2. Using Conversation Commands