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.

Next: Task Summary Reference