What is the summary view?

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.

Enable the project summary

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. Select the toggle to the right of Summary.

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

View the project summary

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

Overview cards

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.

Status overview

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

Recent activity

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.

Priority breakdown

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

Types of work

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

Team workload

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.

You can assign work to the correct team member by editing the assignee field in the list view. How to edit work items in the list view

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.

Filter the project summary

Filtering is available in the summary view, so you can customize your view to show the information that’s most relevant to you.

To filter the data in your summary:

1. Select Filter.

2. Choose a filter and select the data you want to see in your customized summary.

You can filter by the following:

• Date range - view data for all the work items that were created, updated, or due within a particular time period.

• Assignee - view data for all the work items that are assigned to one or more particular people (or unassigned).

• Work type - view data for one or more particular work types.

• Status - view data for all the work items that are in a particular status.

• Parent - view all summary data for work items that belong to one or more selected parent work items.

• Priority - view all summary data for work items that have been assigned a particular priority.