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Tasks & Your DayTrack Progress on a Task

Track Progress on a Task

Say how far along something is without standing up five smaller tasks.

Open Tasks in BrokerPlus

Not every task needs breaking apart to be tracked. Some just need a number.

Watch Mandric walk you through this topic

6:49
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Setting progress on a task and watching it ride along in the queue.

What the Progress Slider Is For

Progress is a percentage you set yourself, from 0 to 100 in steps of five. It answers "how far along is this" for the far larger share of tasks that never break down into separately trackable pieces, a document review, a follow-up call, a submission you are partway through prepping. Subtasks exist for the opposite case: work that already arrived as a checklist, each item its own task underneath the parent. The two do not stand in for each other, and moving one does not move the other. Ticking off a subtask does not nudge the slider, because a task carrying subtasks can still need a broker's own read on how close the whole thing is, past whatever the checklist shows on its own.

Setting Progress

Open the task and drag the slider, or use the keyboard once it has focus. It commits the moment you release it, tab away, or click elsewhere, with no separate save step. A view-only teammate sees the same bar rendered as a plain indicator, with no handle to drag.

Ticking Off Subtasks

When a task already carries subtasks, they show as a checklist inside its panel with a running count at the top, such as 2 of 4. Check one off and it completes through the same path as completing any task, then it animates out of the list. Subtasks are filed onto a task rather than typed in by hand from the panel, so this checklist only appears on a task that already arrived broken into pieces; a task you created yourself works through the progress slider instead.

Where Progress Shows in the Queue

Once progress is above zero, it rides next to the task's type on its row in the queue, something like "40% complete" beside the label, so you can tell at a glance which pending items are already underway without opening each one. A task sitting at zero shows no percentage at all, keeping the row uncluttered until there is something worth reporting.

What to Do Next

From here, learn how a teammate's comments on a task work, and how to complete, reopen, or remove one once the work behind it is actually done.

Keeps track of what you have already been through.

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