Project view can be accessed from List View or Kanban View by clicking on a project. It will also be linked directly from emails specific to a project. When any user lands on a project, they'll be guided to the project overview.

This gives a high-level introduction to the project. We'll show key dates, contacts, and progress for a project. If any information is saved that is internal to your team and not shown to your client, it will be omitted from the data here. You can always preview your client's view of this page by clicking Project Actions > Client Presentation Mode.

This view also shows a progress timeline with all milestone dates, project due, and projected due dates to show overall progress in one quick view. The diamonds represent milestones across the time of the project. You can hover over the timeline for more information.

In the Project Overview, you can save Project Notes to qualitatively track your project progress. This is only available to you and your team internally. This is a place to track anything in your project not captured in Baton already. Some folks use it as a risk log, bug notes, or meeting notes.

In this view, you can see progress of milestones and dig into tasks and subtasks. The total number of milestones and tasks are located in the upper left. Milestones are nested underneath phases and tasks are nested underneath milestones. To create a new milestone or task, simply click on “+ Add task,” the chevron to the right, or the “+” in the desired phase or milestone. For details on how to interact with this view see Project Completion. If you need to move milestones between phases or tasks between milestones, you can drag and drop them between sections.

You can see the task progress bar at the top moves from left to right as the project progresses and tasks are completed. The task progress bar is color-coded the same way as milestones; green for on time, yellow for at risk, and red for delayed. All tasks are valued equally. Below there, you can see progress for each milestone. If a milestone is completed, the project view will note if it was done on time, early, or late.

In the center of the screen, we see each task for the project broken out by milestone. We can see (from left to right) each task’s status, name, start date, due date, and assignee. If a task has been completed, started, or is late, it will also indicate how many days ahead or behind the task is.

Each task can have as many subtasks as you need. These can have all of the same attributes as tasks, from due date to assignee to an activity feed. Subtasks can be added to tasks by going to the master task, navigating to the Subtask tab, and clicking Manage Subtasks. You can add existing tasks as subtasks or create new ones.

Milestones and tasks can be adjusted by dragging and dropping them between phases and milestones, respectively, when you select `Custom Order` to sort tasks.

If you want to sort tasks by an order not set by date, you can select Sort/Custom Order. The default order for a project can be selected under Settings/Task Order. All projects can be shared with the current order via URL.

This can move a task to a different milestone or a milestone to a different phase, but within that grouping, the default sorting will still be applied.

This article contains the following sections:

Task rows have symbols to quickly show their status, dependencies, or if they're hidden. Here are what the symbols mean:

Hidden task

Task with a dependency

Parent task

Parent task with a dependency

New activity in the activity log

Task has a set of checklist items

Adding attachments to your tasks can be done by clicking on link or upload an attachment or the Attachments tab in the navigation bar. You will then be prompted to create a title, paste the link, upload, and the ability to link or multiple attachments. Individual files can be uploaded up to 500MB with no limit on the amount of files that can be uploaded. These attachments can then be saved in your project template for future use. Also, you will have the option to rename, delete, copy, and change the link to any attachment by clicking the attachment menu button (3 dots to the right of any attachment).

Note: Clients will also be able to access and upload attachments

In the upper right of your Project view, you'll find your `Project actions.` Here you will have the option to view your project as a client, add tasks via CSV, bulk add tasks, save your project as a template, export your project as a CSV, or archive. Exporting your project will include relevant data such as the breakdown of your milestones, tasks, dates, assignee information and dependencies.

To bulk upload new tasks simply click on `Add tasks via CSV`. You will then have the option to use a pre-formatted Google Sheet or a CSV that you've already created. Just add existing or new milestones, the tasks to upload, and drag your file in Baton to upload.

You can also bulk add new tasks by clicking `Bulk add tasks`. This will open a popup that adds a new task for each line of text you enter. This is meant to add many tasks quickly and without a CSV. Once you've created tasks, you can bulk edit them if further customization or details are needed.

At any point during a project, you can choose to pause it. Do this by clicking into a project and clicking on In Progress in the header, then Paused to update the status. This will pause all notifications for the project, and the project will not be included in any data or calculations using In Progress projects. It will continue to appear in exports.

When a project is ready to be unpaused, simply go back into the project view and click on Paused then select In Progress in the same bar. The project will inform you how many days it is shifting due to being paused and will be included in all notifications and calculations again.

Our Baton Projected Completion Date for a project looks to accurately predict when an implementation will finish based on how it is progressing. It looks at all tasks in the project, estimates a completion date for each, and sets the project to be complete when the final task is complete.

To calculate when a task will be complete, we consider its status, start date, due date, duration (in effort hours if given), and the projected due date of its parent task's status. Then, we compare this data to today's date to assess the date we expect a task to be completed.

When a task is not started, we assume the entire duration will be needed to complete a task. These will be the hours estimated over eight hours a day or working days between the start and due date when hours are not given. Once a Baton user marks the task in progress, we will count down the days remaining from the started date, which can be overridden. If a task's started and/or completed date has been overridden, we use the overridden value.

Risk classification in Baton occurs for projects and tasks based on if they will be completed early, on time, or late. If a project or task is expected to be late, how late is essential to classifying the riskiness of a project being completed on time. If a project or task is expected to finish on time or early, it will show low risk. For determining if later tasks and projects should be medium or high risk, we look at the number of projected days late and the time between the current date and the entered due date. If the projected number of days late is less than 10% of the number of days between the present and due dates, we give the project a medium status. There is still time to get the project or task on track. Otherwise, we denote a high risk to the project or task.

Baton has an automatic risk classification system that assesses whether a project will be done on time or late. Risk classifications include:

Green - On Pace. You should finish ahead of the deadline.

Yellow - At Risk. You’re a bit behind pace, but there’s still a good chance you can hit the deadline.

Red - Delayed. A project is behind pace and not expected to finish on time.

Navigate your project with ease with the navigation bar at the top and track time right below (see Time Tracking):

Take a dive into our Project Settings article to learn more.

Select any project in your workspace and go to the Status tracker. Status Report can be found on the right of the navigation bar.

In the Status Report page you will be able to edit the subject line, select to whom you want to send the report, and add your project summary. The preview on the right will update in real-time as you make edits to your report. Once you've completed and reviewed your report, click Send Report. The sender will automatically be copied in the email and can communicate via email.

You may want to take a granular look at your project and every single event that has happened. To zoom in like this, check out the Task Activity Feed. This is your full list of updates to every task in a project. You can use this to diagnose when project changes happened utilizing Baton as your source of truth.