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Track work progress with project metrics

The video explains how to track project progress using Project Metrics. 鈥 It demonstrates accessing the Metrics tab in the left panel of a project, which may require scrolling and clicking 鈥淪how More.鈥 The KPI area at the top displays key performance indicators, such as completed, incomplete, and overdue tasks. 鈥 Users can click on indicators to view specific tasks and use charts to group tasks or issues by status or priority. 鈥 Hovering over columns reveals quantities, and the chart shows the ratio of complete to incomplete tasks or issues. 鈥 Metrics can also display tasks by assignee based on their status (complete, incomplete, upcoming, or overdue). 鈥 Preferences for viewing metrics are saved for future visits. 鈥 Lastly, the video shows how to export the metrics page as a PNG file using the Export button. 鈥

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Transcript
You can track the progress of your project with Project Metrics. Click on the Metrics tab in the left panel of your project. You may have to scroll down and click Show More to find it. At the top is the KPI area, or Key Performance Indicators. You can see that this project has 11 completed tasks, 7 incomplete, and 1 overdue task. Click on any of the indicators to see the tasks in it. In this chart you can see all the tasks or all the issues grouped by either status or priority. Select what you鈥檙e most interested in seeing. Hover over the columns to see the quantity of tasks or issues in each status or priority. This chart shows the ratio of complete to incomplete for either task or issues. Finally, you can see the number of tasks by assignee based on being complete, incomplete, upcoming, or overdue. Select what you prefer to see for any of these metrics and they will display that way the next time you come to the metrics page. If you want to export the metrics page as a PNG file, click on the Export button in the upper right side of the screen.

Key takeaways

  • Accessing Project Metrics: Navigate to the Metrics tab in the left panel of your project to track progress. 鈥 You may need to scroll down and click 鈥淪how More鈥 to locate it. 鈥
  • Key Performance Indicators (KPIs): The KPI area displays completed, incomplete, and overdue tasks. 鈥 Clicking on indicators allows you to view specific tasks. 鈥
  • Task and Issue Charts: Charts group tasks or issues by status or priority, showing the ratio of complete to incomplete. 鈥 Hovering over columns reveals quantities. 鈥
  • Metrics by Assignee: View tasks by assignee based on their status (complete, incomplete, upcoming, or overdue). 鈥 Preferences are saved for future visits. 鈥
  • Exporting Metrics: Export the metrics page as a PNG file by clicking the Export button in the upper-right corner of the screen. 鈥
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