要約ビューとは

The summary view helps you monitor the progress of your space by giving you a high-level overview of your team’s work. It includes a snapshot summary of your space's status, priorities, workload distribution across team members, and progress across your team’s epics.

Enable the space summary

The summary view is enabled by default in all spaces. To view your space summary (assuming it’s enabled), navigate to your space, then select Summary.

To disable the summary in a software space:

1. Next to the name of your space in the sidebar, select More actions (•••), then Space settings.

2. Select Features.

3. [要約] の右側にあるトグルを選択します。

You can re-enable the summary at any time from Space settings.

View the space summary

Keep reading to discover what each section means in your space’s summary.

概要カード

At the top of your summary, there are four overview cards. These four sections provide an overview of recent activity within the space by displaying the number of work items that have been completed, updated, and created in the last seven days, as well as the number of items due in the next seven days.

ステータスの概要

Here’s where you can view your space's overall progress on work items, based on the statuses in your workflow. Only items that have been completed in the last two weeks will appear in Done. If you don’t have any work items in your space, you’ll need to create some to get the most value out of this section. Read more about workflows

最近のアクティビティ

Stay up to date with what's happening across your software space. Scroll through the feed to view recent activity and select a link to the relevant activity you’d like to review.

優先度の内訳

Here’s where you can get a holistic view of how work is prioritized within your software space, to make sure that your team is focusing on the most important work first. The priority breakdown will only display if you have selected a priority for each work item in your space. How to define priorities

作業のタイプ

Get a breakdown of your space’s work items by their type. In this list, you can check out the work types linked to your space, as well as how the work items are distributed across each type. Read more about work types

チームのワークロード

Here’s where you can view your team's current workload at a glance. Making sure work is equally and correctly distributed across your team will ensure your space is properly resourced.

リスト ビューの [担当者] フィールドを編集することで、作業を正しいチーム メンバーに割り当てることができます。リスト ビューで作業項目を編集する方法

Epic progress (for software spaces)

View a breakdown of the statuses across your epics, so you can quickly see how each epic is progressing. For example, how many work items in an epic are done, how many are in progress, and so on. This section is only available on the summary view in software spaces. What is an epic?

Related spaces (for business spaces)

Collaborate with other teams you frequently work with to synchronize your spaces. Here is where you’ll see which other spaces relate to the space you’re working on, so you can understand more broadly how other spaces may affect yours.

If a user from your current space has been active (meaning they performed at least one action) in another space over the last 30 days, that space is considered a related space. This section is only available on the summary view in business spaces.

Filter the space summary

要約ビューでフィルタリングを利用できるため、ビューをカスタマイズして最も関連性の高い情報を表示できます。

要約のデータをフィルタリングするには、次の手順を実行します。

1. [フィルター] を選択します。

2. フィルターを 1 つ選択し、カスタマイズされた要約に表示したいデータを選択します。

次のフィルター条件を使用できます。

• 日付範囲 - 特定の期間内に作成日、更新日、または期限を持つすべての作業項目のデータを表示します。

• 担当者 - 1 人以上の特定のユーザーに割り当てられている (または割り当てられていない) すべての作業項目のデータを表示します。

• 作業タイプ - 1 つ以上の特定の作業タイプのデータを表示します。

• ステータス - 特定のステータスにあるすべての作業項目のデータを表示します。

• 親 - 選択した 1 つ以上の親作業項目に属する作業項目の要約データをすべて表示します。

• 優先度 - 特定の優先度が割り当てられている作業項目の要約データをすべて表示します。