Start with a useful checklist
Each new project begins with concrete steps. A month-end template, for example, separates document collection, account review and report approval.
Make the next action obvious.
Turn a broad engagement into a checklist your team can follow.
Explore the workspace ↗Track the details
Check off completed steps in project details. The percentage in your project list updates from the checklist.
Keep status meaningful
A checked item is a completed step, not necessarily an approved engagement. Setting the project to Completed marks every checklist step complete.