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Summary Views

See several projects at once

Erin Gouveia avatar
Written by Erin Gouveia
Updated over a week ago

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 their teams and projects. Common use cases are:

To create a summary view:

  1. Click Summary Views 

3. Click the button for '+ Create summary view'
4. In the new window that opens up, you can select the settings and what information you'd like to check out in your summary view. These include:

  • View type - Status, Team, Calendar, Label, Gantt and Table

  • Share with: Define who is able to see the summary view. (you can share with everyone, specific people, or just keep it private to yourself.)

  • Select projects: The projects you want to include (defaults to all projects)

  • Select assignees: Only see actions assigned to certain users (defaults to all assignees including Unassigned)

  • Select labels: pick which labels you want to see (defaults to all labels)

  • Select Sort type: by priority/due date/last updated. Please note: this sorting applies to Status and Team views only.

5. Select 'Create summary view' and you are ready to check out the new view!

Updating Summary view

To edit, delete or export the view, navigate to the More menu at the upper right corner:

Filtering Summary View

Just like a project, a Summary View can be filtered once it's created. Just click the '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

  • Priority Levels

  • Projects

  • Blocked

You can also sort by priority level and reveal actions that you have archived using the checkbox for Archived actions.

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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