要約ビューとは

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

プロジェクトの要約を有効にする

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

To disable the summary in a software project:

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

プロジェクトの要約を表示する

Keep reading to discover what each section means in your project’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 project 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 project'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 project, 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 project. 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 project, 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 project. How to define priorities

作業のタイプ

Get a breakdown of your project’s work items by their type. In this list, you can check out the work types linked to your project, 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 project 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 projects)

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 projects. What is an epic?

Related projects (for business projects)

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

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

プロジェクトの要約をフィルタリングする

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。