Track Progress
Statuses move Pending → In Progress → Done, and the roadmap becomes your delivery record.
Why it matters: Status history is what turns 'trust us, we worked' into a delivery report clients accept.
Before you start
- An assigned roadmap
Step-by-step
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1
Update statuses
Change each task's Status as work moves — it saves with the row.
Step 1 — Update statuses in the Kleverish dashboard -
2
Filter the period
Use the date filter to view exactly one reporting cycle.
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3
Let reports collect it
The monthly growth report's Monthly SEO Tasks section lists each week's tasks with status, priority and notes automatically.
Expected result
A live view of delivery — and automatic proof of it at month end.
Helpful tips
- End each week by updating statuses; five minutes on Friday saves an hour at month end.
Common mistakes
- Marking everything Done at report time — clients notice patterns.
Troubleshooting
Completed work isn't in the report
Check the report's period matches the task due dates and that statuses were saved.
Related guides
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