This video shows how to track task status across grid, timeline, and Kanban views in the Scope module. The written guide below explains how status updates work, how permissions control who can make changes, and how all three views stay synchronized so teams always see the same progress.
Keep every team aligned with synchronized task status views
When multiple teams are working across a project, knowing what is complete, what is in progress, and what is still outstanding should not require chasing people for updates. The Scope module in Plannerly tracks task status across three synchronized views – grid, timeline, and Kanban – so every team member sees the same live information regardless of which view they prefer to work in.
Updating a task status is straightforward. Click the dropdown on any task card and choose the appropriate status. Who can make these changes depends on their access level and permissions, so you maintain control over which team members can update progress and which can only view it. The status appears directly on the task card, making it visible at a glance whether you are looking at the structured grid view, the timeline, or the Kanban board.
The real power of this approach is synchronization. If you move a task from one column to another in the Kanban view, the status updates automatically in the grid and timeline. If someone updates a dropdown in the grid, that change is immediately reflected on the Kanban board. There is no need to update multiple places or worry about views falling out of sync. This is especially important for ISO 19650 workflows where accurate progress tracking directly affects reporting and decision-making across the project.
Each view serves a different purpose. The grid gives you a structured overview of all statuses across your scope hierarchy, making it easy to scan for outstanding items. The timeline shows how tasks relate to each other over time, helping teams understand delivery sequences and identify bottlenecks. The Kanban board provides a drag-and-drop interface that teams often find the most intuitive for daily status updates. You can also customize what you see using view preferences, toggling status information on or off depending on what you need at any given moment.
How to track task status across views
- Open a task in the grid – Click the status dropdown on any task card to see the available status options for that task.
- Update the status – Choose the appropriate status from the dropdown. The change is saved immediately and reflected across all views.
- Switch to the timeline – View the same tasks arranged over time to see how status changes relate to delivery dates and task dependencies.
- Switch to the Kanban board – See tasks organized by status columns, and drag cards between columns to update their status visually.
- Verify synchronization – Switch back to the grid to confirm that any changes made in the Kanban view are reflected in the structured overview.
- Adjust view preferences – Use the view preferences to show or hide status information depending on what you need to focus on.
- Review team progress – Use any view to scan for tasks that are complete, in progress, or still outstanding across teams and milestones.
What you’ll learn
- Status dropdowns – How to update task status using simple controls that are permission-controlled and visible on every task card.
- Three synchronized views – How grid, timeline, and Kanban views all display the same live status data so no view falls behind.
- Kanban drag and drop – How moving a task card between Kanban columns automatically updates its status across the entire Scope module.
- View preferences – How to toggle status information on or off to customize what is visible in each view.
- Permission-based updates – How team member access levels control who can change task status and who can only view it.
Common questions
If I change a task status in the Kanban view, does it update everywhere?
Yes. All three views – grid, timeline, and Kanban – are fully synchronized. Moving a card in the Kanban board updates the status in the grid and timeline immediately. The same applies in reverse: changing a status dropdown in the grid updates the Kanban board and timeline automatically.
Can I control who is allowed to update task status?
Yes. Status updates are controlled by permissions. Team members with viewer access can see statuses but not change them, while editors and managers can update progress. This ensures that only the right people are modifying task status on the project.
Which view is best for tracking overall progress?
It depends on what you need. The grid is best for a structured overview of all statuses across the full scope. The timeline is best for understanding delivery sequences and spotting bottlenecks. The Kanban board is best for quick daily updates and seeing the balance between completed and outstanding tasks. Most teams use all three at different times.
Can I hide status information when I don’t need it?
Yes. View preferences let you toggle status visibility on and off. This is useful when you want to focus on scope structure or task management without the visual clutter of status indicators, then bring them back when you need to review progress.
Explore further
- Quickly assigning requirements and status – Companion lesson on efficient status assignment workflows in the Scope module.
- Using the Kanban board for updates – Detailed walkthrough of the Kanban view for task management and progress tracking.
- Tracking project progress and delivery – Advanced lesson on moving from guesswork to full visibility across project delivery.
- Understanding the Scope user interface – Overview of all Scope module views and controls.
- BIM Boot Camp – Free course covering BIM management fundamentals and ISO 19650 workflows.