Summary View

• Only available in the Professional version and up
• Not available to clients

The Summary view provides an overview of your project's progress.  To access this information you have to select a project and click on the Summary tab.

In the example below, we’ve selected the 'Website' project for the summary view.

At the top of the screen, you'll see a color-coded bar displaying a numerical summary of the task statuses used in your project. Each status is represented by its corresponding color.

You can click on any of the summary entries to view more detailed status information.  For instance, clicking on the "8 Tasks Open" summary will show you a list of open tasks for the Website project.

Below the summary bar, you'll find four report options - Summary, Progress, Tasks Over Time, and Time Tracking Reports. 

The Summary option, as shown below, offers a report on overall project progress with a donut chart, daily completed tasks displayed in a two week bar chart, and task completion per team member in a bar chart format.

In the center of the summary screen you will see a donut chart that displays the progress and task statuses across all projects.  Hovering over the chart will display exact numbers of task statuses.

There is also a bar chart that displays the number of completed tasks for a 2 week period. 

You can view task statuses assigned to each team member, providing insight into their individual progress within the project.

Clicking on the Progress tab will provide a detailed view of completed tasks in relation to time.

Or, you can view your progress as a line graph by selecting Tasks Over Time.

There is also a tab where you can access your Time Tracking Reports.

In the right-hand panel, you can view and modify key project details. This includes:

• Project Owner
• Status 
• Start Date
• and Due Date 

Note:  This information can also be accessed by clicking the three dots next to the project name at the top of the page.

Project Owner

You can change the Project Owner by clicking on the Change dropdown menu and selecting a new owner.

Project Status

You can set a new Project Status by clicking on the Change dropdown menu and selecting a new status.

Project Start Date / Project Due Date

You can also set a new Start Date or Due Date by clicking on the Change dropdown menu.  Simply click on a new date on the pop up calendar to set a new date.