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Progress notes are added to Task Level items. There is one progress note per quarter for each task. Throughout the quarter, project staff should be diligent in filling it out with any important notes on progress of the specific task. As a convention, progress notes should start with the date or week you are writing for easy recall later, and can be thought of as a diary entry.
Progress notes can be read by managers and other members of the team to get a quick overview on what has occurred with a task. It is also a helpful feature that is linked to quarterly report templates, enabling useful progress details on the task/deliverable to be pulled into the quarterly report template. It also helps in avoiding the loss of recall at quarterly reporting.
A separate line,
Creating or Editing a Progress Report
If a progress note is not present for your quarter, you may create one using the 'Add a progress note' button.
