Section 3.4: Task Lists & Tracking

ABRAM provides a comprehensive task tracking workspace in the Tasks Tab. This view aggregates three distinct types of work items (Deliverables, Milestones, and Work Orders) into a single, unified checklist.

1. Searching & Filtering Tasks

At the top of the Tasks Tab, you can use the search bar and filter controls to isolate specific scopes of work:

• Text Search: Type into the search bar to filter tasks by title or description text in real-time.
• Status Filter: View tasks based on their active status:
  • Planning (Purple): Task is scoped but not yet active.
  • In Progress (Blue): Active work is underway.
  • In Review (Amber): Ready for producer or manager validation.
  • Completed (Green): Task is finished and signed off.
  • Blocked (Orange): Work is halted due to a dependency or constraint.
• Type Filter: Filter to display only Deliverables, Milestones, or Work Orders.
• Assignee Filter: Filter by the assigned team member or freelancer to see individual workloads.

2. Restructuring Scope with Drag-and-Drop

The Tasks Tab supports an interactive drag-and-drop workspace.

Restructuring Work Packages

1. Locate the task (deliverable, milestone, or work order) you want to move.
2. Click and hold the drag handle.
3. Drag the item over the header of a different Work Package.
4. Release the item. The system will automatically update the task's parent work package in real-time.

3. Creating and Editing Tasks

Project Managers can click Add Task or select the edit pencil icon on any item to open the configuration windows:

Deliverables Settings

• Set the deliverable title, notes, file/link type, and priority.
• Assign a freelancer and specify target delivery dates.
• Define required producer revision rounds and estimated hours.

Milestones Settings

• Set the milestone name and due date.
• Assign a milestone lead.
• Toggle the payment release percentage.

Work Order Settings

• Configure schedule dates, times, crew members, and equipment lists. (See Section 3.3 for details).

4. Automatic Progress Tracking

Rather than relying on manual progress updates, ABRAM calculates project progress automatically as tasks are completed:

1. State Changes: When a freelancer updates a deliverable to Completed or a producer/manager marks a milestone as Completed, an automated calculation is triggered.
2. Work Package Progress: The system automatically recalculates the completion percentage of the parent Work Package.
3. Project Progress: The system aggregates all active Work Packages to compute the overall project progress.
4. Interface Sync: The progress bar in the project header updates automatically across the platform to reflect the latest status.