2. How to Create and Track Progress Activities

Use Progress to plan and track jobsite work in one place. Create activities for planned work, record completed quantities with photos and notes, review update history, and turn issues into follow-up To-Dos.

This gives your team a central record of what was planned, what was completed, and what needs attention—without relying only on verbal updates, chat messages, or separate spreadsheets.

In this article

Activity vs Progress Update

Progress uses two main record types: Progress Activity and Progress Update.

Progress Activity

A Progress Activity is the work item you want to track. It defines the planned work and includes details such as:

  • Activity name
  • Target quantity
  • Unit
  • Start date
  • End date

Progress Update

A Progress Update records what happened for an activity at a specific point in time. It can include:

  • Completed quantity
  • Photos
  • Notes
  • Comments
  • Update history

Example

Progress Activity: Concrete casting — target quantity of 100 m³

Progress Update: 30 m³ completed today, with site photos and notes.

Tip: Create the Progress Activity first, then add Progress Updates as work is completed or new site information becomes available.

Who usually uses Progress?

Progress is commonly used by site supervisors, project managers, site engineers, and other team members responsible for tracking jobsite work.

Common use cases include:

  • Setting up planned work items
  • Recording completed quantities from the field
  • Adding site photos and notes
  • Reviewing project progress with the team
  • Checking update history
  • Creating follow-up To-Dos when an issue requires action

Create a Progress Activity

Create a Progress Activity to define the work your team needs to track.

  1. Open the Project.
  2. Go to Project → Progress.
  3. Select Add Activity.
  4. Enter the activity details:
    • Activity name
    • Target quantity
    • Unit
    • Start date
    • End date
    • Location, if needed
  5. Save the activity.

The activity becomes the base record for future progress updates.

Log a Progress Update

Once an activity has been created, add a Progress Update to record the work completed.

  1. Open the Project.
  2. Go to Project → Progress.
  3. Select the activity you want to update.
  4. Select Add Update.
  5. Enter the update details:
    • Completed quantity
    • Photos
    • Notes
  6. Save or submit the update.

Use photos to show the current site condition and notes to explain what was completed, delayed, blocked, or needs attention.



Tip: Add enough detail to each update so someone reviewing the activity later can understand what happened without needing a separate explanation.

Review comments and update history

Progress keeps activity updates together so your team can review changes over time.

Use comments to:

  • Ask questions about an update
  • Add additional context
  • Confirm site conditions
  • Discuss follow-up work

Use update history to check:

  • Which updates were submitted
  • Who submitted each update
  • When each update was submitted
  • How the activity changed over time

This is useful when reviewing project progress, checking record completeness, or understanding changes to an activity.

Turn issues into follow-up To-Dos

When a Progress Update identifies an issue or requires another action, use To-Do to assign and track the follow-up.

For example, create a To-Do when:

  • Work is blocked
  • A defect needs correction
  • Materials are missing
  • Another team needs to take action
  • A manager needs to review the update

This helps turn progress information into clear next steps and ownership.

For more information, see the Tasks & Workflows articles.

Typical workflow

A typical Progress workflow looks like this:

  1. Open a Project.
  2. Go to Project → Progress.
  3. Create a Progress Activity.
  4. Set the target quantity, unit, start date, and end date.
  5. Add a Progress Update when work is completed.
  6. Record the completed quantity, photos, and notes.
  7. Review comments and update history as needed.
  8. Create a To-Do when the update requires follow-up action.

What you'll have after using Progress

Your project will have a structured record of planned work, completed work, site evidence, update history, and follow-up actions, all connected to the relevant activity.

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