The Task Summary widget shows at a glance where a project stands: how many of its tasks are in each status, and how many are overdue. It sits on the project's Summary view.
Add it to a project
Open the project and click the Summary view.
Click Add Widget.
In Add a Widget, click Add to Dashboard under Task Summary.
The Summary view shows the same widgets on every project, and each widget shows that project's figures. Your layout is your own: adding, moving or removing widgets doesn't change anyone else's Summary view. You move, resize and remove widgets the same way as on the account dashboard.
What it counts
The widget counts every task of one task type in the project, whoever it's assigned to. Unassigned tasks and subtasks count too.
- One box per status of that task type, in the order the statuses are set up, with the number of tasks in that status. The percentage in the corner is the status's share of the project's tasks of that type.
- Overdue, in red, counts the tasks that aren't in a complete status and whose due date has passed. They're also counted under their own status, and the Overdue percentage is a share of the same total.
To work through the tasks behind a number, open the project's List view and filter by status, or use the Overdue quick filter. See finding outstanding tasks. For a list across projects that you can export, run the Task List report.
Choose the task type
Each copy of the widget counts one task type.
Click the cog at the top right of the widget and choose Widget Settings.
Pick the Task Type. You can change the Title here too.
Click Save.
Until you choose a type, the widget counts your account's default task type. To follow several types, such as Task and Bug, add the widget once for each and give each copy its own title.
Who can see it
The widget needs the Project Collaborator, Project Manager or Portfolio Manager role, or Administrator. External contacts can have the Project Collaborator role too. Anyone else, such as a Finance Manager with no other role, sees a lock instead of the counts. Administrators see it on every project, everyone else only on the projects they're a member of.
On your account dashboard
The same Task Summary widget is on your account dashboard, where it counts only the tasks assigned to you, across all your active projects. See getting started with the account dashboard. Task Project Breakdown there is a different widget: a bar chart of your tasks in each project, by status. See account dashboard widgets.