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 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.

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