View the Task Summary Panel
Use the Task Summary panel to view a high-level status overview for the tasks in your project. This enables you to prioritize and update your tasks according to their status. The panel includes a variety of checks that can be configured in the project settings. Some checks also have configurable minimum criteria threshold values.
To view the Task Summary panel:
- In the object selector, select a project.
- In the sidebar, hover over Tasks, and select Work Plan, Hand-offs, or Task List.
- Select Task Summary.
- In the panel, select a check to view the check's description and the tasks that meet the check's criteria. Select a task to indicate it on the page.
- Modify the task's details that relate to a check. All changes made to this page are saved automatically.
- Select the Refresh icon in the Task Summary panel to recalculate all checks and view updated values.
Tips
- If you are accessing the Tasks Summary panel for the first time, you may be prompted to run the Task Summary checks. Select Run to run the checks.
- Filtered tasks that meet a check's criteria are still included in the panel. Filtered tasks appear with a More Info icon next to them, but the tasks are not selectable. Clear the relevant filters to be able to select the task in the panel.
- Completed tasks are not included in the checks.
- Checks can also be added as columns on the Task List page.
Last Published Tuesday, May 21, 2024