View the Task Summary Panel

Use the Task Summary panel to view a high-level status overview for the tasks in your project. This enables you to prioritize and update your tasks according to their status. The panel includes a variety of checks that can be configured in the project settings. Some checks also have configurable minimum criteria threshold values.

To view the Task Summary panel:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Tasks, and then select Work Plan, Hand-offs, or Task List.
3. Select  Task Summary.
4. In the panel, select a check to view the check's description and the tasks that meet the check's criteria. Select a task to indicate it on the page.
5. Modify the task's details that relate to a check. All changes made to this page are saved automatically.
6. Select the  Refresh icon in the Task Summary panel to recalculate all checks and view updated values.

Tips

• If you are accessing the Tasks Summary panel for the first time, you may be prompted to run the Task Summary checks. Select Run to run the checks.
• Filtered tasks that meet a check's criteria are still included in the panel. Filtered tasks appear with a  More Info icon next to them, but the tasks are not selectable. Clear the relevant filters to be able to select the task in the panel.
• Completed tasks are not included in the checks.
• Checks can also be added as columns on the Task List page.