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Project Status Chart

See at a glance how your project's work is going: how many tasks are started, completed, at risk or overdue. The chart follows your tasks, or the items in a Table, Shopping Selection or Tracking List, and updates when their statuses change.

Adding A Project Status Chart​

  1. Click on the project page where you want the Project Status Chart to be added, and type / to open the element menu
  2. Search for Project Status Chart
  3. Select it to add it to the page

Adding A Data Source​

The chart shows where the work stands once you've connected the element your tasks or items are in.

  1. Click Choose Data Source
  2. Select a To Do List, To Do Kanban, Timeline, Content Calendar, a calendar, a Table, a Shopping Selection or a Tracking List
  3. Click Connect

To connect a different one later, hover + on the chart and select Update data source.

The Statuses​

Tasks are counted by their seven statuses: Not started, Started, Completed, Risk, Roadblock, Overdue and Cancelled.

A Tracking List is counted by its delivery statuses, like Ordered, Shipped and Delivered, or by its payment statuses when you select Payment status while you connect it. A Shopping Selection is counted as Not selected, Selected and Approved, and a Table by the ten most common values in its status column.

Reading The Chart​

Each part of the chart is one status, and the bigger it is, the more items have that status, so a big Risk, Roadblock or Overdue part shows you where to look first. Hover a part to see how many items it has, and click it to see them. Click an item to open it.

The chart also shows on your project's client revisions page, under Project overview.

Using A Project Status Chart As A Data Source​

A Table can show the chart, and a To Do List, To Do Kanban, Content Calendar or Timeline can add it to a task. Hover + on the chart and select Copy connection ID to find it quickly in their list. They update when the chart changes.