Track project progress

A well-tracked project is one where the client never needs to ask « Where are we? ». Nexte structures progress on three complementary levels: steps (macro milestones visible to the client), tasks (internal granularity for you and your team), and time tracking (actual time spent, optional but useful for profitability).

Steps (client view)

Steps are the milestones your client sees in their portal. They tell the story of the engagement — not the internal todo list. A good rule: 5 to 8 steps per project, phrased as outcomes (« Designs approved ») rather than actions (« Do the designs »).

• Statuses: upcoming, in progress, completed. Project progress is computed automatically (% based on completed steps).
• Forecast date per step: feeds the visual timeline and triggers a client notification as the date approaches.
• Attachments per step: intermediate deliverables (designs, brief, report). The client finds them easily without digging through email.
• Validation comment: when you mark a step « completed », you can add a note for the client (« Here are the final designs, your feedback by Monday? »).

Tasks (internal view)

Tasks are your operational todo list, invisible to the client. As granular as needed (1 task = 30 min to 4h of work). Each task can be assigned to a team member, with priority and due date.

• Multiple views: list, kanban (columns by status), calendar (by due date). Switch from the top-right.
• Subtasks: break down a complex task into a checklist. Progress percentage rolls up automatically.
• Optional link to a step: associate a task with a step for finer-grained progress tracking.
• Filters: by assignee, priority, due date, status. Saveable as a « view » to return in one click.

Time tracking

Optional but valuable to understand a project's actual profitability. Start a timer at the top of the project screen or enter time after the fact (« I worked 2h last night »). Each entry can be linked to a task for time-and-materials billing.

• Time report: aggregation by project, day, member, task. Export to CSV or PDF.
• Profitability: Nexte computes revenue (invoiced) − costs (time × internal rate) to give a margin score per project. Essential to know which types of engagements are really profitable.
• Billing: convert time entries into invoice lines in one click, with grouping by week or task.

Project timeline

The Timeline tab of a project automatically groups all events in reverse chronological order: completed steps, sent and paid invoices, messages exchanged, files added, accepted proposals. It's the full, auditable history of the engagement, useful in case of dispute or for an end-of-engagement debrief.