Tracking the process of a client activity via an electronic system involves the provision of user interfaces by which data are communicated to user. Optimizing the generation of these user interfaces in a cloud-based system reduces processing resources required by the cloud-based portion, improves the user experience on the local portions, and improves the data collected by users. Using, as described herein, historical data known to the cloud-based portion related to both the user and the client, the user interfaces are updated to show progress of the activity and to organize the tasks for the given user in an optimal arrangement. Reports may also be generated regarding the efficacy of the users in shepherding the activity to completion in a more efficient manner. Various user interface elements are integrated into the cloud-based system for quick provision of activity and task statuses to the user.