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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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# Progress Tracking
## Update Frequency
### Daily Updates
For active implementation work:
**What to update**:
- Task status if changed
- Add progress note to task
- Update blockers
**When**:
- End of work day
- After completing significant work
- When encountering blockers
### Milestone Updates
For phase/milestone completion:
**What to update**:
- Mark phase complete in plan
- Add milestone summary
- Update timeline if needed
- Report to stakeholders
**When**:
- Phase completion
- Major deliverable ready
- Sprint end
- Release
### Status Change Updates
For task state transitions:
**What to update**:
- Task status property
- Add transition note
- Notify relevant people
**When**:
- Start work (To Do → In Progress)
- Ready for review (In Progress → In Review)
- Complete (In Review → Done)
- Block (Any → Blocked)
## Progress Note Format
### Daily Progress Note
```markdown
## Progress: [Date]
### Completed
- [Specific accomplishment with details]
- [Specific accomplishment with details]
### In Progress
- [Current work item]
- Current status: [Percentage or description]
### Next Steps
1. [Next planned action]
2. [Next planned action]
### Blockers
- [Blocker description and who/what needed to unblock]
- Or: None
### Decisions Made
- [Any technical/product decisions]
### Notes
[Additional context, learnings, issues encountered]
```
Example:
```markdown
## Progress: Oct 14, 2025
### Completed
- Implemented user authentication API endpoints (login, logout, refresh)
- Added JWT token generation and validation
- Wrote unit tests for auth service (95% coverage)
### In Progress
- Frontend login form integration
- Currently: Form submits but need to handle error states
### Next Steps
1. Complete error handling in login form
2. Add loading states
3. Implement "remember me" functionality
### Blockers
None
### Decisions Made
- Using HttpOnly cookies for refresh tokens (more secure than localStorage)
- Session timeout set to 24 hours based on security review
### Notes
- Found edge case with concurrent login attempts, added to backlog
- Performance of auth check is good (<10ms)
```
### Milestone Summary
```markdown
## Phase [N] Complete: [Date]
### Overview
[Brief description of what was accomplished in this phase]
### Completed Tasks
- <mention-page url="...">Task 1</mention-page> ✅
- <mention-page url="...">Task 2</mention-page> ✅
- <mention-page url="...">Task 3</mention-page> ✅
### Deliverables
- [Deliverable 1]: [Link/description]
- [Deliverable 2]: [Link/description]
### Key Accomplishments
- [Major achievement]
- [Major achievement]
### Metrics
- [Relevant metric]: [Value]
- [Relevant metric]: [Value]
### Challenges Overcome
- [Challenge and how it was solved]
### Learnings
**What went well**:
- [Success factor]
**What to improve**:
- [Area for improvement]
### Impact on Timeline
- On schedule / [X days ahead/behind]
- Reason: [If deviation, explain why]
### Next Phase
- **Starting**: [Next phase name]
- **Target start date**: [Date]
- **Focus**: [Main objectives]
```
## Updating Implementation Plan
### Progress Indicators
Update plan page regularly:
```markdown
## Status Overview
**Overall Progress**: 45% complete
### Phase Status
- ✅ Phase 1: Foundation - Complete
- 🔄 Phase 2: Core Features - In Progress (60%)
- ⏳ Phase 3: Integration - Not Started
### Task Summary
- ✅ Completed: 12 tasks
- 🔄 In Progress: 5 tasks
- 🚧 Blocked: 1 task
- ⏳ Not Started: 8 tasks
**Last Updated**: [Date]
```
### Task Checklist Updates
Mark completed tasks:
```markdown
## Implementation Phases
### Phase 1: Foundation
- [x] <mention-page url="...">Database schema</mention-page>
- [x] <mention-page url="...">API scaffolding</mention-page>
- [x] <mention-page url="...">Auth setup</mention-page>
### Phase 2: Core Features
- [x] <mention-page url="...">User management</mention-page>
- [ ] <mention-page url="...">Dashboard</mention-page>
- [ ] <mention-page url="...">Reporting</mention-page>
```
### Timeline Updates
Update milestone dates:
```markdown
## Timeline
| Milestone | Original | Current | Status |
|-----------|----------|---------|--------|
| Phase 1 | Oct 15 | Oct 14 | ✅ Complete (1 day early) |
| Phase 2 | Oct 30 | Nov 2 | 🔄 In Progress (3 days delay) |
| Phase 3 | Nov 15 | Nov 18 | ⏳ Planned (adjusted) |
| Launch | Nov 20 | Nov 22 | ⏳ Planned (adjusted) |
**Timeline Status**: Slightly behind due to [reason]
```
## Task Status Tracking
### Status Definitions
**To Do**: Not started
- Task is ready to begin
- Dependencies met
- Assigned (or available)
**In Progress**: Actively being worked
- Work has started
- Assigned to someone
- Regular updates expected
**Blocked**: Cannot proceed
- Dependency not met
- External blocker
- Waiting on decision/resource
**In Review**: Awaiting review
- Work complete from implementer perspective
- Needs code review, QA, or approval
- Reviewers identified
**Done**: Complete
- All acceptance criteria met
- Reviewed and approved
- Deployed/delivered
### Updating Task Status
When updating:
```
1. Update Status property
2. Add progress note explaining change
3. Update related tasks if needed
4. Notify relevant people via comment
Example:
properties: { "Status": "In Progress" }
Content update:
## Progress: Oct 14, 2025
Started implementation. Set up basic structure and wrote initial tests.
```
## Blocker Tracking
### Recording Blockers
When encountering a blocker:
```markdown
## Blockers
### [Date]: [Blocker Description]
**Status**: 🚧 Active
**Impact**: [What's blocked]
**Needed to unblock**: [Action/person/decision needed]
**Owner**: [Who's responsible for unblocking]
**Target resolution**: [Date or timeframe]
```
### Resolving Blockers
When unblocked:
```markdown
## Blockers
### [Date]: [Blocker Description]
**Status**: ✅ Resolved on [Date]
**Resolution**: [How it was resolved]
**Impact**: [Any timeline/scope impact]
```
### Escalating Blockers
If blocker needs escalation:
```
1. Update blocker status in task
2. Add comment tagging stakeholder
3. Update plan with blocker impact
4. Propose mitigation if possible
```
## Metrics Tracking
### Velocity Tracking
Track completion rate:
```markdown
## Velocity
### Week 1
- Tasks completed: 8
- Story points: 21
- Velocity: Strong
### Week 2
- Tasks completed: 6
- Story points: 18
- Velocity: Moderate (1 blocker)
### Week 3
- Tasks completed: 9
- Story points: 24
- Velocity: Strong (blocker resolved)
```
### Quality Metrics
Track quality indicators:
```markdown
## Quality Metrics
- Test coverage: 87%
- Code review approval rate: 95%
- Bug count: 3 (2 minor, 1 cosmetic)
- Performance: All targets met
- Security: No issues found
```
### Progress Metrics
Quantitative progress:
```markdown
## Progress Metrics
- Requirements implemented: 15/20 (75%)
- Acceptance criteria met: 42/56 (75%)
- Test cases passing: 128/135 (95%)
- Code complete: 80%
- Documentation: 60%
```
## Stakeholder Communication
### Weekly Status Report
```markdown
## Weekly Status: [Week of Date]
### Summary
[One paragraph overview of progress and status]
### This Week's Accomplishments
- [Key accomplishment]
- [Key accomplishment]
- [Key accomplishment]
### Next Week's Plan
- [Planned work]
- [Planned work]
### Status
- On track / At risk / Behind schedule
- [If at risk or behind, explain and provide mitigation plan]
### Blockers & Needs
- [Active blocker or need for help]
- Or: None
### Risks
- [New or evolving risk]
- Or: None currently identified
```
### Executive Summary
For leadership updates:
```markdown
## Implementation Status: [Feature Name]
**Overall Status**: 🟢 On Track / 🟡 At Risk / 🔴 Behind
**Progress**: [X]% complete
**Key Updates**:
- [Most important update]
- [Most important update]
**Timeline**: [Status vs original plan]
**Risks**: [Top 1-2 risks]
**Next Milestone**: [Upcoming milestone and date]
```
## Automated Progress Tracking
### Query-Based Status
Generate status from task database:
```
Query task database:
SELECT
"Status",
COUNT(*) as count
FROM "collection://tasks-uuid"
WHERE "Related Tasks" CONTAINS 'plan-page-id'
GROUP BY "Status"
Generate summary:
- To Do: 8
- In Progress: 5
- Blocked: 1
- In Review: 2
- Done: 12
Overall: 44% complete (12/28 tasks)
```
### Timeline Calculation
Calculate projected completion:
```
Average velocity: 6 tasks/week
Remaining tasks: 14
Projected completion: 2.3 weeks from now
Compares to target: [On schedule/Behind/Ahead]
```
## Best Practices
1. **Update regularly**: Don't let updates pile up
2. **Be specific**: "Completed login" vs "Made progress"
3. **Quantify progress**: Use percentages, counts, metrics
4. **Note blockers immediately**: Don't wait to report blockers
5. **Link to work**: Reference PRs, deployments, demos
6. **Track decisions**: Document why, not just what
7. **Be honest**: Report actual status, not optimistic status
8. **Update in one place**: Keep implementation plan as source of truth