---
title: Track Retrospective Review Progress
description: Keep track of all the Retrospective Review projects’ progress
---

![company logo](https://support.esper.com/hs-fs/hubfs/Esper-social-assets-110119_Medium-logo.png?height=120&name=Esper-social-assets-110119_Medium-logo.png) 

[Help Center](https://support.esper.com/migrated/knowledge)

- [Go to www.esper.com](https://www.esper.com)
- [Go to Customer Portal](https://support.esper.com/help)

 Retrospective Review

- [Workspace](https://support.esper.com/migrated/knowledge/workspace)
- [Workflow](https://support.esper.com/migrated/knowledge/workflow)
- [Policymaking](https://support.esper.com/migrated/knowledge/policymaking)
- [Rulemaking](https://support.esper.com/migrated/knowledge/rulemaking)
- [Notice Wizard](https://support.esper.com/migrated/knowledge/notice-wizard) 
    - [MT SOS Wizard (Create, Edit, and Manage Notices)](https://support.esper.com/migrated/knowledge/notice-wizard#mt-sos-wizard-create-edit-and-manage-notices)
    - [MT SOS Edit and Manage Redline Documents](https://support.esper.com/migrated/knowledge/notice-wizard#mt-sos-edit-and-manage-redline-documents)
- [Retrospective Review](https://support.esper.com/migrated/knowledge/retrospective-review)
- [Documents](https://support.esper.com/migrated/knowledge/documents)
- [Data and Research](https://support.esper.com/migrated/knowledge/data-and-research) 
    - [Search](https://support.esper.com/migrated/knowledge/data-and-research#search)
    - [Policy Page](https://support.esper.com/migrated/knowledge/data-and-research#policy-page)
    - [Dashboard](https://support.esper.com/migrated/knowledge/data-and-research#dashboard)
    - [Discovery](https://support.esper.com/migrated/knowledge/data-and-research#discovery)
- [User Settings](https://support.esper.com/migrated/knowledge/user-settings)
- [User Administration](https://support.esper.com/migrated/knowledge/user-administration)

[Back to home](https://support.esper.com/migrated/knowledge)

1. [Help Center](https://support.esper.com/migrated/knowledge)
2. Retrospective Review

- [Workspace](https://support.esper.com/migrated/knowledge/workspace)
- [Workflow](https://support.esper.com/migrated/knowledge/workflow)
- [Policymaking](https://support.esper.com/migrated/knowledge/policymaking)
- [Rulemaking](https://support.esper.com/migrated/knowledge/rulemaking)
- [Notice Wizard](https://support.esper.com/migrated/knowledge/notice-wizard) 
    - [MT SOS Wizard (Create, Edit, and Manage Notices)](https://support.esper.com/migrated/knowledge/notice-wizard#mt-sos-wizard-create-edit-and-manage-notices)
    - [MT SOS Edit and Manage Redline Documents](https://support.esper.com/migrated/knowledge/notice-wizard#mt-sos-edit-and-manage-redline-documents)
- [Retrospective Review](https://support.esper.com/migrated/knowledge/retrospective-review)
- [Documents](https://support.esper.com/migrated/knowledge/documents)
- [Data and Research](https://support.esper.com/migrated/knowledge/data-and-research) 
    - [Search](https://support.esper.com/migrated/knowledge/data-and-research#search)
    - [Policy Page](https://support.esper.com/migrated/knowledge/data-and-research#policy-page)
    - [Dashboard](https://support.esper.com/migrated/knowledge/data-and-research#dashboard)
    - [Discovery](https://support.esper.com/migrated/knowledge/data-and-research#discovery)
- [User Settings](https://support.esper.com/migrated/knowledge/user-settings)
- [User Administration](https://support.esper.com/migrated/knowledge/user-administration)

# Track Retrospective Review Progress

### Overview Page

Keep track of all the Retrospective Review projects’ progress with Esper’s *Overview* page.  To access the *Overview* page:

- From the *Workspace*, click the **Retrospective Review** button in the left-hand sidebar
- Click **Overview**

On the Overview page you will see:

- **Retrospective Review Goals** - Track progress of your Retrospective Review insights such as percentage completion for the following metrics: 
    - Reviews -  Retrospective Review projects distribution by workflow stage
    - Reviewed Started - Retrospective Review projects initiated in Esper
    - Reviews at Risk - Retrospective Review projects with an overdue task
- **At Risk Projects** - View the Retrospective Review projects with an overdue task
- **Rule Decisions** - Number of rules in each decision category; this list can be downloaded
- **Suggested Projects** - List of outstanding Retrospective Review projects that can be started with one-click
- **Important Resources** - Add a document or link for everyone in your Department to reference

![](https://support.esper.com/hubfs/image-png-Mar-07-2023-02-14-43-4429-PM.png)

### Overview Completion Distribution by Workflow Stage

See the breakdown of Retrospective Review Chapter projects by the **workflow stage** they are in.

### **![](https://support.esper.com/hubfs/Completion%20Distribution-gif.gif)**

- From the Workspace, click the **Retrospective Review button** in the left-hand sidebar
- Click **Overview**
- In **Reviews**, hover your mouse over the colored workflow stages to see the percentage complete.
- For a more detailed view, click **Expand** to see the breakdown in a list view by workflow stage with the number of projects in each stage.

### **View at risk projects**

- From the *Overview page,* click on the Retrospective Review project listed under At Risk Projects
- This will take you to the *Retrospective Review project page*

### **Download Rule Decisions List**

- From the *Overview page,* click **Download List** under Rule Decisions
- An excel file with a list of the rules your department manages and their associated retrospective review decisions will download to your computer

![](https://support.esper.com/hubfs/rr-downloadlist-png.png)

### **Start Retrospective Review project from Suggested Projects**

- From the *Overview page,* click on a Chapter under Suggested Projects
- A new window will open to [Create a Retrospective Review Project](https://support.esper.com/knowledge/create-a-retrospective-review-project)

### **Add an important resource**

- From the *Overview page,* scroll down to Important Resources
- Click on the **…Menu**
  
  **![](https://support.esper.com/hubfs/rr-imptresources-png.png)**

- Select one of the following:
  
    - **Edit** - to delete or update the name of an existing link or document 
          - Click the pencil icon next to the document or link you wish to update
          - Update the name and click **Rename**
          - Or, click **Delete** to remove it from the page
    - **Add a Document** - to upload a document to reference 
          - Drag and drop or select the document to upload
          - Add a name
          - Click **Add Resource**
    - **Add a Link** - to link to a website to be referenced by your department 
          - Add a name
          - Click **Add Resource**

![](https://support.esper.com/hubfs/rr-addaresource-png.png)

[![company logo](https://support.esper.com/hs-fs/hubfs/Esper-social-assets-110119_Facebook-logo.png?height=120&name=Esper-social-assets-110119_Facebook-logo.png)](https://www.esper.com)

Need more help? Email support@esper.com

- [Go to www.esper.com](https://www.esper.com)
- [Go to Customer Portal](https://support.esper.com/help)