Get a summary of your project

Access a high-level overview of your project's performance. You’ll get a snapshot summary of your project lead, key, project’s status, priorities, workload distribution across team members, and other projects you frequently work on. Keep reading to discover what each section means in your project’s summary.

Overview cards

These smaller 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.

alt="See a summary of the summary page with 4 key cards of what's done, updated, created, and due this week."

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 for your business project, you’ll need to create some to get the most value out of this graph. Learn more about transitioning your items through a workflow.

alt="A pie chart of a project's overall progress based on the statuses in the workflow of a business project."

Recent activity

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

alt="A scrollable stream of activity happening in your project."

Priority breakdown

Here’s where you can get a holistic view of how work is prioritized within your business project. It’s helpful to prioritize work to make sure that your team is focusing on the most important work first. You’ll only be able to view priorities for your project’s if you select a priority for each work item. Learn more about defining issue priorities.

To view all work items by priority, you can group your items by priority in the list view. Learn more about how to group your items by priority.

alt="A bar chart breaking items down by priority within a business project."

Types of work

Get a breakdown of your project’s work items by their type. You’ll be able to see your project's associated issue types in this list. If you’re an admin, you can also manage your business project’s issue types by selecting Manage types. Learn more about issue types.

alt="A summary of types of work in the business project."

Team workload

Here’s where you can view your team's current workload at a glance. Assign work to the right person in your project team to have visibility over what each team member is currently working on. Make sure work is equally and correctly distributed across your team to ensure your project is properly resourced.

If you have no work assigned, you can assign items to the correct team member by editing the assignee field in the list view. Learn more about editing items in the list view.

If you don’t have anyone in your business project yet, invite your teammates to you join you. Easily select the invite icon at the top of your navigation to add people to your project.

alt="Bar graph of work distribution across team members."

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.

You can also create a new project here to track other streams of work. If you want to easily access certain business projects that you frequently visit, you can star business projects to your sidebar navigation on the left. Learn more about starring business projects.

alt="Related projects in the Summary page."

Additional Help