My Projects
How to read project status, progress, due dates, Current & Future, and Completed in Uplinq.
Use My Projects when you want context. It shows what Uplinq is working on, which tasks are waiting, what is complete, and whether a due date is approaching.
Use Home when you only want the next action.
What My Projects shows
My Projects organizes larger workstreams, such as bookkeeping, catch-up, year-end, tax, or other account work. A project may include tasks for you, work for Uplinq, and final deliverables.
Not every internal Uplinq workflow appears in My Projects. The page is meant to show customer-facing work and progress.
Current & Future vs. Completed
| Area | What it means |
|---|---|
| Current & Future | Work that is active now or expected soon. |
| Completed | Work that has finished or moved into a completed state. |
If you do not see an older project where you expect it, check Completed first.
Common project statuses
| Status | What it usually means |
|---|---|
| Action Required | There is something for you to review, upload, answer, or complete. |
| Processing | Uplinq is working. You may not have a task right now. |
| Coming Soon | The project is expected later and may not be ready for action yet. |
| Approaching Deadline | A due date is getting close. Review open tasks promptly. |
| Past Due | The due date may have passed, or a task may be blocking progress. |
| Complete | The project or deliverable has reached its completed state. |
These labels are a guide to what is happening. If something looks wrong, ask your Uplinq team before assuming a project is stuck.
How progress works
Progress is based on the tasks and deliverables tied to the project. For example, a project may move forward when:
- requested files are uploaded and reviewed;
- transaction questions are answered;
- missing statements are provided;
- bank connections are fixed;
- Uplinq completes internal review;
- final reports, packages, or returns become available.
Some work can stay in Processing even when you have no open tasks. That usually means the next step is on Uplinq.