How to: Know if a submission is part of a project

Understanding how to properly start and complete tasks is essential for accurate project tracking in Zenput. When tasks aren't started correctly, they may appear as missed even if completed, affecting project completion metrics. You'll then get questions like "Why is a task appearing missed when it has been completed?"

This guide covers the correct methods for completing tasks, how to verify if submissions are tied to projects, and how to identify potential issues with task completion.

🔍 Navigate this article:

1. Where to start tasks for project completion
2. How to verify submissions from Reports
3. How to verify submissions from Users
4. How to verify submissions from Locations
5. How to identify correct vs. incorrect submissions
6. How to spot submissions made from Drafts

✅ Correct: Start from 'Recurring' or 'Tasks'

These are the only locations where starting a task will ensure it counts toward project completion.

Starting from 'My Forms'

Tasks started using 'My Forms' will not be counted toward project completion unless Allow users to complete tasks for others has been enabled.

'My Forms' should only be used for ad-hoc forms that aren't required daily or tied to a project.

Completing from 'Drafts'

'Drafts' are used to save progress on forms to be completed later. If you complete a draft that isn't tied to the current open task, it will not count toward project completion and will appear red in the recurring view.

1. From your Dashboard, click on Reports.

2. Select which form you would like to view submissions for.

3. Use the drop-down arrow next to 'Select Questions'. Select 'Project' and click 'Done'.

4. In the Project column, if the form submission was part of a project, the project name will be listed.

1. From your Dashboard, click on Users, then find and select the submitter's name.

2. Select the form you would like to confirm was submitted as part of your project.

3. In the submission view, if the submission was part of a project, the project name will be displayed on the right-hand side.

1. From your Dashboard, click on Locations, then find and select the store's name/number.

2. Select the form you would like to confirm was submitted as part of your project.

3. In the submission view, if the submission was part of a project, the project name will be displayed on the right-hand side.

A correctly completed submission will show:

• Project name displayed below the "Received" time
• Task started and submitted on the same day (or appropriate timeframe)
• Reasonable completion time

This submission shows it's tied to the 'Manager Compliance' project, with task started and submitted on May 13th.

If a task was not started from 'Tasks' or 'Recurring', you'll notice:

• No project name shown below "Received" time
• Task appears as missed in the recurring view
• Does not count toward project completion

This submission shows no project association, indicating it wasn't started correctly.