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Track workflow progress by section

View the status, assignees and completion details for each section of a workflow.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the workflow progress view

Navigate to the part of the application where the workflow progress component is shown for your project, so you can see all workflow sections listed in order.

Open the workflow progress view

Step 2: Review section statuses

Look down the list of sections to see each section’s status badge, such as Pending, In progress, Completed or Amended, to understand overall progress at a glance.

Review section statuses

Step 3: Check assignments and locking

For each section, review who it is assigned to, whether it is awaiting assignment, and whether it is currently locked, so you know who is responsible and what can be edited.

Check assignments and locking

Step 4: Identify completed sections and owners

Find sections marked as Completed and view who completed them, along with any completion timestamp information, to confirm ownership and audit history.

Identify completed sections and owners

Step 5: Focus on an emphasised section

When a particular section is highlighted, use the visual emphasis to focus your attention on that section’s status and details while other sections are visually muted.

Focus on an emphasised section


Last updated: 2026-07-16