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Track the engagement progress

As a manager or a partner, you need a way to track the progress made by your organization. You may need to look at your organization as a whole, or you may want to manage a specific client engagement. If your organization uses tasks in Cloud to track engagement deliverables, you can assign due dates to them. With these due dates assigned, you can review the progress of your organization’s work from the Activities page.

Setting due dates on tasks

When you set due dates for the activities on Cloud, other staff can track and manage their workloads and deadlines more easily.

To set a due date for a task:

  1. Ensure that you have the Editor role or equivalent permissions for the client entity.

  2. From the Cloud menu, select Activities.

  3. Select the Activities menu, then choose Tasks.

    Open the Tasks list.

  4. On the Tasks page, select the task to be assigned a due date. In the details pane, select Edit ().

    Select the Edit icon to add a due date to this task.

  5. In the Edit Task dialog, select a due date using the calendar menu.

    Choose a due date in the calendar box.

  6. Select Save.

You have now set a due date for the task in Cloud.

Reviewing assigned tasks

If your organization uses tasks in Cloud for engagement milestones, you can quickly review the tasks for a client to measure the relative engagement progress.

To review assigned tasks:

  1. Ensure that you have the Viewer role or equivalent permissions for the client entity.

  2. Select your client entity in the entity selector at the top left side of the page.

    Select your client entity to filter Cloud. You will only see content that falls under this entity.

  3. From the Cloud menu, select Activities.

  4. Select the Activities menu, then choose Tasks.

    Open the Tasks list.

  5. Select the Due column heading to sort the tasks by due date.

    You can select any column heading to sort the task list by that column.

You are now looking at a list of all the tasks related to your engagement. The list is sorted by due date in ascending order, so the earliest tasks are displayed at the top of the list.

The tasks with the earliest due dates are at the top of the list. The first two tasks are complete, but the third and fourth tasks are overdue.

If an open task has a due date that has already passed, its status and due date are both displayed in red.

Viewing overdue tasks

Alternatively, you can look up all overdue tasks for all of your clients across your organization.

To view overdue tasks:

  1. Ensure that you have the Viewer role or equivalent permissions for the client entity.

  2. From the Cloud menu, select Activities.

  3. Select the Activities menu, then choose Tasks.

    Open the Tasks list.

  4. Select the filter icon () in the search bar, and on the filter menu choose Due | Overdue.

    Filter the list to only display tasks that are overdue.

  5. On the filter menu, choose Status | Open.

You will see all of the overdue open tasks for your organization displayed on the Tasks page. You can use this information to determine which engagement teams need additional resources or more attention.

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