Within Teamwork, each project has a summary view which gives you a breakdown of various project items.
You can access the project summary via the Overview tab while viewing an individual project.
Note: The summary is also accessible in the Portfolio view. Click the relevant project card on a column to open the summary in a quick view pane.
This section is split to show tasks assigned to one particular person, and all tasks on the project.
The All Tasks count reflects the total number of active tasks on the project.
Active tasks may show up under certain statuses based on their start or due dates:
- Late: Task due date is in the past.
- Started: Task start date is in the past and due date (if set) is not in the past.
- Today: Task due date is today.
- Upcoming: Task due date is within next 14 days.
- No date: No start or due dates set on the task.
Note: Tasks with start or due dates beyond the next 14 days will not be included under any of the statuses.
You can also see a representation of those totals in the circle to show the overall proportion of each status. The green bar at the bottom represents the proportion of completed tasks.
Clicking any of the totals, any section of the circle, or the green bar will show the tasks that come under that section in a quick view panel where you can interact with them directly.
If you'd like to change whose tasks are shown on the left, you can choose another person in the settings available from the summary settings available from the options (three dots) button in the top right of the Overview area.
Milestone totals are shown in sections based on their dates.
- Late: milestone date has passed
- Today: date is today
- Upcoming: date is within next 30 days
The totals and charts are also clickable to show the milestones list in a quick view panel.
Within the board view you can see which boards have been created and how many cards are active on each. To the right of column it will show how many you have and also there is an active and completed box for all columns.
The digest shows you a quick breakdown of certain project items such as tasks an events over a selected time fame.
The figures displayed within the digest are determined by items assigned to the user currently selected in the project summary settings.
Each digest item is clickable and will open a quick view panel on the right-hand side. This panel will display all relevant items within the selected time frame for the entire project, regardless of assignee.
You can choose what period to show a summary of project time for using the menu to the top right of the time section.
You can switch between showing just your own time logs, or all time on the project.
The blue bar in the time section indicates the proportion of billable hours on completed invoices, and you can see a breakdown underneath of billed/unbilled/billable/non-billable time for either yourself or everyone on the project.
The breakdown shows the total number and proportion of active tasks that are assigned to each person, company, or team on the project. You can click each total to see a list in the quick view panel.
You can also switch between viewing the breakdown by the number of tasks assigned or by estimated time per task.
You can view a breakdown of the current time budget set for the project, as well as the budget history.
Note: Only site admins, project admins, and standard users with permission to view the project budget will see the budget in the summary.
The 5 tags used most frequently on your tasks will be shown with a note of the proportion of tasks they are on.
When you hover over a tag, you will see a total number for tasks using that tag. Clicking each one will show a list of the tasks with those tags in the quick view panel.
A graph represents the status of the project over time, with blue showing the remaining tasks, green for the number of completed tasks and orange for a count of the activity items - letting you see when there were lots of updates to the project on a specific day, or when it's been inactive.
Hovering over any line along the timeline shows you counts for each trend on that date.
People on this project
You can see counts of the project's members based on user type, along with a list of the project's members grouped by their associated company. Each user's profile image will display a symbol to indicate if they are the site owner, site administrator, or project administrator.
If you hover over each profile image, you will see a quick view of their details. If you have Teamwork Chat enabled, there will also be a link to start a conversation directly with the user in Teamwork Chat.
Note: Only owner company administrators, project administrators and users with the view people permission will see the People on this project area of the Overview section.
For more information, see: Viewing Project Details in the Overview