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:
Go to the Project Navigator
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 - List, Status, Team, Calendar, Gantt and Table View
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 Custom Field: Select the projects you want to see in your summary view by filtering on project custom fields.
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 configure options, where you can select how your Summary view is filtered. You can filter by:
Assignees
Blocked actions
Created by
Labels
Priority Levels
Projects
Statuses
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.
Creating Publicly Shared Summary View
To create this public link:
Create a Gantt, Status, Label, Team, or Calendar View.
Navigate to the three-dots menu of your tab.
Click "Share public link".
Toggle on "Public sharing enabled"
Click "Copy link to share".
Now you can paste the link (e.g., in an email) and send it to others to share your project plan.
You can learn more about Publicly Shared Link in our Share read-only project link article.