What is the summary view of your plan?

Your plan’s Summary shows key insights to help monitor progress and health of your plans. Only issues that fall within the selected date range show on this screen. Use the date selector at the top of the page to change the timeframe reflected on the page. By default, the Summary page shows information for a six week window: two weeks in the past and four weeks into the future from the current date.

At the top of the Summary are four overview cards:

• unassigned issues

• high priority issues

• overdue issues

• blocked issues

Select any one of these to see the issues on your timeline.

Beneath these, you’ll find widgets that dig deeper into the health of your plan.

Status overview

The Status overview widget shows issues in your plan within the date range based on their status category.

This widget shows the rolled-up values of child issues instead of manually set start or end dates to reflect the real state of your plan.

Read more about rollups and how they work

Issue progress

Issue progress shows progress of specific high-level issues in your plan. You can filter by issue status as well as hierarchy level.

As with the status overview widget, Issue progress also rolls up values reflect the real state of your plan.

Key dependencies

The Key dependencies widget highlights dependencies with the largest impact in your plan, broken down into three categories:

• Overdue issues that are blocking other work are shown in red

  • The lozenge also shows the number of issues that are being held up by it.

• Issues that are part of a chain of dependencies are shown in yellow

  • A chain means that it’s the first in a series of dependent issues. One of these going off-track can have ripple effects through your plan.

• Future dependencies are shown in blue

  • These don’t need your attention yet, but they’re important to the health of your plan.

Read more about how dependencies work in plans.

Team capacity

The Team capacity widget allows you to view the capacity information of sprints for any scrum or kanban team included in your plan. External teams won’t show in this widget.

In order to see this information, you’ll need to have capacity planning enabled on your plan. View the instructions for tracking capacity in your plan

Team Progress

Similar to the Issue Progress widget, the Team progress shows progress of specific high-level issues in your plan except they’re shown based on the team assigned to it.

You can filter by hierarchy level above the Epic level. Each level rolls up values of lower level issues to show you an accurate snapshot of your teams' progress.