Summary views are a great way to combine several projects into one space. It's especially useful for managers and other people who want to take a look at the big picture across the team.

To create a summary view:

  1. Go to the Project Navigator
  2. Click Summary Views 

3. Click the link '+Create new summary view'
4. It should open a new window, where you can select the settings for your summary view. These include:

  • Project name
  • View type - Status, Team, Calendar, Label, and Gantt
  • The people you want to see (you will only see the tasks assigned to the people you select)
  • The labels you want to see 
  • The projects you want to include
  • Permission - Define who is able to see the summary view. (you can share with everyone, specific people, or just keep it private to yourself.)

5. Select Done

It will open a new tab with your view.

Updating Summary view

To edit, hide or delete the view, select the button with three dots on the side of the tab. It will open a menu with various options.

Filtering Summary View

Click the 'Show filters' option in the Summary View menu.

This will open up a list of drop downs, where you can select how your Summary view is filtered. You can filter by:

  • Assignees
  • Labels
  • Created by
  • Status
  • Projects

You can also sort by priority and reveal actions that you have archived. 

Any filters you set will only apply to your view. So when a member of your team goes to that summary view, they won't see the filters you have set.

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