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title: Read the board Summary description: See a project's progress at a glance with the Summary view: recent counts, status, priority, types of work, team workload, epic progress and recent activity.

Read the board Summary

The Summary view shows how your project is doing without opening every task. Read four counts from the last 7 days, then see charts by status, priority, type and person. Click a card or a bar to jump to the matching tasks.

Before you start

  • You can open the task board. See Set up a task project.
  • The project has at least 1 task. An empty project shows empty charts.

What the Summary shows

Section What it tells you
Four count cards How many tasks were completed, updated and created in the last 7 days, and how many are due soon.
Status overview A donut chart of every task by status, with the total in the middle.
Recent activity The latest tasks that were created or updated, with who did it and when.
Priority breakdown A bar for each priority, from Highest to Lowest.
Types of work How many tasks of each type the project holds.
Team workload How many tasks each person has, including Unassigned.
Epic progress How far each epic has got.

Steps

Open the Summary

  1. Click Tasks in the right-hand rail.
  2. Click Board. The full task board opens.
  3. In the view switcher at the top, click Summary.
  4. To load the latest numbers, reopen the view. On a touch screen, pull the page down.

Read the four count cards

  1. Look at the row of cards at the top of the page.
  2. Read completed, updated and created. Each card ends with in the last 7 days.
  3. Read due soon. It ends with in the next 7 days. The label is fixed text, so the due soon number always reads 0.
  4. Click a card. The List view opens already filtered to the tasks behind that number.

Read the Status overview

  1. Find Status overview. Its line reads Get a snapshot of the status of your work items.
  2. Read the number under Total work items. It is every task in the project.
  3. Match each slice to its status name. Done, closed and resolved slices are green. To do and open slices are grey. In progress and in dev slices are dark. Other statuses get their own colours.
  4. If the chart reads No data, the project has no tasks yet.

Read Recent activity

  1. Find Recent activity next to the Status overview.
  2. Read each row. It shows the task key, the title, its status and the assignee. A task with no assignee reads Unassigned.
  3. Read the line under the title. It says created this work item or updated this work item, who did it, and when.
  4. Read the time. It reads just now, then minutes (5m ago), hours (3h ago), days (2d ago) and weeks (1w ago). Older changes show a date.
  5. Click a row to open that task.
  6. If nothing changed lately, the panel reads No recent activity.

Read the Priority breakdown

  1. Find Priority breakdown. Its line reads Get a holistic view of how work is being prioritized.
  2. Read the five bars: Highest, High, Medium, Low and Lowest.
  3. Click How to manage priorities for spaces to open the help link.

Read Types of work

  1. Find Types of work. Its line reads Get a breakdown of work items by their types.
  2. Read the count for each type, such as story, task, epic and sub-task.
  3. Click a type. The List view opens showing only that type.
  4. Click View all items to see every type.

Read Team workload

  1. Find Team workload. Its line reads Monitor the capacity of your team.
  2. Read the Work distribution bars. Each bar shows one person's share of all tasks.
  3. Find Unassigned to see tasks that have no owner.
  4. Click a person's name. The List view opens showing only their tasks.

Read Epic progress

  1. Find Epic progress. Its line reads See how your epics are progressing at a glance.
  2. Read the bar for each epic. A project with no epics shows no bars.
  3. Click an epic. The board is filtered to it and shows Filtered by epic.

Find the owner of a problem fast

Click Unassigned under Team workload to list tasks nobody owns. Then assign them from the List view.

Troubleshooting

Issue Cause Fix
The charts are empty. The project has no tasks, or it is still loading. Create a task, or reopen the view to reload. See Create and assign tasks.
Epic progress shows no bars. The project has no epics. Create a task of type epic, then add tasks under it.
A card opens a List with fewer rows than its number. The List applies the filters you set on the board too. Clear the filters on the board toolbar. See Find, filter and view tasks.
No recent activity Nothing changed in the project recently. Create or update a task.