Add task progress tracking methods and enhance UI components
- Introduced a comprehensive guide for users on task progress tracking methods, including manual, weighted, and time-based progress. - Implemented backend support for progress calculations, including SQL functions and migrations to accommodate new progress features. - Enhanced frontend components to support progress input and display, including updates to task and project drawers. - Added localization for new progress-related terms and validation messages. - Integrated real-time updates for task progress and weight changes through socket events.
This commit is contained in:
173
docs/task-progress-guide-for-users.md
Normal file
173
docs/task-progress-guide-for-users.md
Normal file
@@ -0,0 +1,173 @@
|
||||
# WorkLenz Task Progress Guide for Users
|
||||
|
||||
## Introduction
|
||||
|
||||
WorkLenz offers three different ways to track and calculate task progress, each designed for different project management needs. This guide explains how each method works and when to use them.
|
||||
|
||||
## Available Progress Tracking Methods
|
||||
|
||||
WorkLenz provides these progress tracking methods:
|
||||
|
||||
1. **Manual Progress** - Directly input progress percentages for tasks
|
||||
2. **Weighted Progress** - Assign importance levels (weights) to tasks
|
||||
3. **Time-based Progress** - Calculate progress based on estimated time
|
||||
|
||||
Only one method can be enabled at a time for a project. If none are enabled, progress will be calculated based on task completion status.
|
||||
|
||||
## How to Select a Progress Method
|
||||
|
||||
1. Open the project drawer by clicking on the project settings icon or creating a new project
|
||||
2. In the project settings, find the "Progress Calculation Method" section
|
||||
3. Select your preferred method
|
||||
4. Save your changes
|
||||
|
||||
## Manual Progress Method
|
||||
|
||||
### How It Works
|
||||
|
||||
- You directly enter progress percentages (0-100%) for tasks without subtasks
|
||||
- Parent task progress is calculated as the average of all subtask progress values
|
||||
- Progress is updated in real-time as you adjust values
|
||||
|
||||
### When to Use Manual Progress
|
||||
|
||||
- For creative or subjective work where completion can't be measured objectively
|
||||
- When task progress doesn't follow a linear path
|
||||
- For projects where team members need flexibility in reporting progress
|
||||
|
||||
### Example
|
||||
|
||||
If you have a parent task with three subtasks:
|
||||
- Subtask A: 30% complete
|
||||
- Subtask B: 60% complete
|
||||
- Subtask C: 90% complete
|
||||
|
||||
The parent task will show as 60% complete (average of 30%, 60%, and 90%).
|
||||
|
||||
## Weighted Progress Method
|
||||
|
||||
### How It Works
|
||||
|
||||
- You assign "weight" values to tasks to indicate their importance
|
||||
- More important tasks have higher weights and influence the overall progress more
|
||||
- You still enter manual progress percentages for tasks without subtasks
|
||||
- Parent task progress is calculated using a weighted average
|
||||
|
||||
### When to Use Weighted Progress
|
||||
|
||||
- When some tasks are more important or time-consuming than others
|
||||
- For projects where all tasks aren't equal
|
||||
- When you want key deliverables to have more impact on overall progress
|
||||
|
||||
### Example
|
||||
|
||||
If you have a parent task with three subtasks:
|
||||
- Subtask A: 50% complete, Weight 200 (critical task)
|
||||
- Subtask B: 75% complete, Weight 100 (standard task)
|
||||
- Subtask C: 25% complete, Weight 300 (major task)
|
||||
|
||||
The parent task will be approximately 42% complete, with Subtask C having the greatest impact due to its higher weight.
|
||||
|
||||
### Important Notes About Weights
|
||||
|
||||
- Default weight is 100 if not specified
|
||||
- You can set weights from 0 to any reasonable number (typically 1-1000)
|
||||
- Setting a weight to 0 removes that task from progress calculations
|
||||
- Only explicitly set weights for tasks that should have different importance
|
||||
- Weights are only relevant for subtasks, not for independent tasks
|
||||
|
||||
## Time-based Progress Method
|
||||
|
||||
### How It Works
|
||||
|
||||
- Use the task's time estimate as its "weight" in the progress calculation
|
||||
- You still enter manual progress percentages for tasks without subtasks
|
||||
- Tasks with longer time estimates have more influence on overall progress
|
||||
- Parent task progress is calculated based on time-weighted averages
|
||||
|
||||
### When to Use Time-based Progress
|
||||
|
||||
- For projects with well-defined time estimates
|
||||
- When task importance correlates with its duration
|
||||
- For billing or time-tracking focused projects
|
||||
- When you already maintain accurate time estimates
|
||||
|
||||
### Example
|
||||
|
||||
If you have a parent task with three subtasks:
|
||||
- Subtask A: 40% complete, Estimated Time 2.5 hours
|
||||
- Subtask B: 80% complete, Estimated Time 1 hour
|
||||
- Subtask C: 10% complete, Estimated Time 4 hours
|
||||
|
||||
The parent task will be approximately 29% complete, with the lengthy Subtask C pulling down the overall progress despite Subtask B being mostly complete.
|
||||
|
||||
### Important Notes About Time Estimates
|
||||
|
||||
- Tasks without time estimates don't influence progress calculations
|
||||
- Time is converted to minutes internally (a 2-hour task = 120 minutes)
|
||||
- Setting a time estimate to 0 removes that task from progress calculations
|
||||
- Time estimates serve dual purposes: scheduling/resource planning and progress weighting
|
||||
|
||||
## Default Progress Method
|
||||
|
||||
If none of the special progress methods are enabled, WorkLenz uses a simple completion-based approach:
|
||||
|
||||
### How It Works
|
||||
|
||||
- Tasks are either 0% (not done) or 100% (done)
|
||||
- Parent task progress = (completed tasks / total tasks) × 100%
|
||||
- Both the parent task and all subtasks count in this calculation
|
||||
|
||||
### When to Use Default Progress
|
||||
|
||||
- For simple projects with clear task completion criteria
|
||||
- When binary task status (done/not done) is sufficient
|
||||
- For teams new to project management who want simplicity
|
||||
|
||||
### Example
|
||||
|
||||
If you have a parent task with four subtasks and two of the subtasks are marked complete:
|
||||
- Parent task: Not done
|
||||
- 2 subtasks: Done
|
||||
- 2 subtasks: Not done
|
||||
|
||||
The parent task will show as 40% complete (2 completed out of 5 total tasks).
|
||||
|
||||
## Best Practices
|
||||
|
||||
1. **Choose the Right Method for Your Project**
|
||||
- Consider your team's workflow and reporting needs
|
||||
- Match the method to your project's complexity
|
||||
|
||||
2. **Be Consistent**
|
||||
- Stick with one method throughout the project
|
||||
- Changing methods mid-project can cause confusion
|
||||
|
||||
3. **For Manual Progress**
|
||||
- Update progress regularly
|
||||
- Establish guidelines for progress reporting
|
||||
|
||||
4. **For Weighted Progress**
|
||||
- Assign weights based on objective criteria
|
||||
- Don't overuse extreme weights
|
||||
|
||||
5. **For Time-based Progress**
|
||||
- Keep time estimates accurate and up to date
|
||||
- Consider using time tracking to validate estimates
|
||||
|
||||
## Frequently Asked Questions
|
||||
|
||||
**Q: Can I change the progress method mid-project?**
|
||||
A: Yes, but it may cause progress values to change significantly. It's best to select a method at the project start.
|
||||
|
||||
**Q: What happens to task progress when I mark a task complete?**
|
||||
A: When a task is marked complete, its progress automatically becomes 100%, regardless of the progress method.
|
||||
|
||||
**Q: How do I enter progress for a task?**
|
||||
A: Open the task drawer, go to the Info tab, and use the progress slider for tasks without subtasks.
|
||||
|
||||
**Q: Can different projects use different progress methods?**
|
||||
A: Yes, each project can have its own progress method.
|
||||
|
||||
**Q: What if I don't see progress fields in my task drawer?**
|
||||
A: Progress input is only visible for tasks without subtasks. Parent tasks' progress is automatically calculated.
|
||||
Reference in New Issue
Block a user