Product
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.6. Admin Settings
1.6.1 Confluence Data Import
1.7. Workflow

Track Progress

2026-08-17 16:54:01
Sanplex Content
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Last edited by Jing WANG on 2026-08-17 16:55:17
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Summary: Learn how to track Product planning, development, delivery, and release progress using Product Overview, Product List, Plans, Releases, Roadmap, Matrix, Recents, and Product Kanban.

Catalog

Sanplex provides multiple views for tracking Product planning, development, delivery, and release progress. Product managers can monitor progress across Products or open an individual Product for more detailed tracking.

I. View All Products

1. Product Overview

Open the Product module and select Overview to view overall Product progress.

The Product Overview presents Product-level statistics and trends, including Product counts, Plans, Stories, Bugs, Releases, delivery rates, testing statistics, and monthly progress analysis.

Product Overview page showing Product statistics, unclosed Product statistics, test statistics, release statistics, monthly progress charts, and Stories assigned to the current user.

2. Product List

Open Product List to view Products and their key statistics.

The list displays information such as Product name, Product Line, managers, and statistics for Epic, Requirement, and other Product work items. You can use the available filters and search to locate Products more efficiently.

Product List page showing Product names, Product Lines, managers, and Epic and Requirement statistics, with filters for open and closed Products.

3. Export the Product List

Click Export on the Product List page to export Product data.

Export Data dialog opened from Product List, showing fields for File Name, File type, Encoding, and Export Range.

In the Export Data dialog, specify the file name and select the available file type and export range. The Encoding field is also displayed for applicable export formats.

II. View a Single Product

Open a Product to track its planning and delivery progress in more detail.

1. Overview

On the Product Overview page, product managers can review Story and Bug statistics, delivery rates, monthly trends, recent activity, and the latest Product progress.

The page provides a consolidated view of current Product development and delivery information.

Overview page for a single Product showing Product Statistics, Product Bug Statistics, recent activity, latest Product progress, and monthly Product progress analysis.

2. Plans

Open Plan to view the Plans for the current Product.

Sanplex provides both List View and Kanban View for tracking Plan status and schedule.

Plan page in List View showing Plans with Status, Branch, Start and End dates, Stories, Bugs, Hours, Execution, and available actions.

Plan page in Kanban View showing Plan cards organized into Waiting, Doing, Completed, and Closed columns.

3. Releases

Open Release to view Product Releases and their current statuses.

The Release list displays information such as Application, Application Version, Platform or Branch, linked Build, Release Status, and planned release date.

Product Release page showing multiple Application releases with Release Status values including Released, Release Failed, and Waiting.

4. Roadmap

Open Roadmap to review Product planning and release information on a timeline.

The Roadmap can display Plans and release versions together and organize roadmap information by branch when branches are available.

Product Roadmap showing a timeline with branch tabs, Product release versions, and Plans positioned according to their dates.

5. Matrix

The Matrix provides a traceability view that connects Product requirements with downstream delivery information.

The current Matrix can present traceability across objects such as:

  • Epic
  • Requirement
  • Story
  • Project
  • Execution
  • Design
  • Code Commit

Additional linked information, such as Tasks, Bugs, and Test Cases, can also be displayed through the Matrix settings.

This allows product managers to follow work from the requirement hierarchy into Project and Execution activities and review the related delivery information in one view.

Product Matrix showing traceability columns for Epic, Requirement, Story, Project, Execution, Design, and Code Commit, with related work items displayed as cards.

The Matrix provides a View by selector and a corresponding search field so you can focus on the required traceability scope.

Product Matrix with View by Epic and Search Epic controls highlighted above the traceability matrix.

To export Matrix data, click Export.

Product Matrix page with the Export action highlighted in the upper-right corner.

In the Export Data dialog, specify the file name and select the available file type and encoding before exporting.

Export Data dialog for the Product Matrix showing File Name, File type, Encoding, and an Export button.

The Matrix also supports configurable columns. Click Settings to choose which information is displayed.

Available fields shown in the current settings include:

  • Requirement
  • Story
  • Project
  • Execution
  • Design
  • Code Commit
  • Linked Tasks
  • Linked Bugs
  • Linked Test Cases

Clear a checkbox to hide the corresponding column or linked information from the Matrix, then click Save.

Select Set Global when the configuration should be saved as a global setting. Click Restore defaults to return the Matrix fields to their default configuration.

Custom Fields panel in the Product Matrix showing checkboxes for Requirement, Story, Project, Execution, Design, Code Commit, Linked Tasks, Linked Bugs, and Linked Test Cases, together with Set Global, Save, and Restore defaults options.

6. Recents

Open Recents to review recent actions associated with the Product.

Activity records can be filtered using time ranges such as Today, Yesterday, This Week, Last Week, This Month, and Last Month. You can also use the By User filter to focus on activity performed by a specific user.

Product Recents page showing a chronological activity list with filters for Today, Yesterday, This Week, Last Week, This Month, Last Month, and By User.

III. Product Kanban

Open Product Kanban to monitor the planning and delivery status of multiple Products in one view.

The Kanban can display information such as:

  • Unexpired Plans
  • Ongoing Projects
  • Ongoing Executions
  • Standard Releases

Products are shown in separate rows, allowing product owners to compare planning and delivery progress across Products.

Product Kanban showing Products in separate rows with columns for Unexpired Plans, Ongoing Projects, Ongoing Executions, and Standard Releases.

The Kanban also provides direct access to related work items. For example, ongoing Executions are displayed in the Ongoing Executions area.

Product Kanban with the Ongoing Executions column highlighted and Execution cards displayed for different Products.

Click an item name in Product Kanban to open the corresponding item and continue reviewing its details. For example, opening an Execution provides access to its Task list and other Execution information.

Execution workspace opened from a Product Kanban item, showing the Task tab with a list of Tasks, priorities, statuses, assignees, and available actions.

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