This personal dashboard gathers all your tasks, tracks their progress and streams every notification related to those tasks on one board—keeping you up to date.
- View key metrics on task progress and make changes to those tasks without leaving the summary dashboard.
- The project pulse shows all projects you're involved in and whether they're done, behind or ahead of schedule.
- Use the workstream to monitor all comments on tasks you're assigned to or tagged on
My summary automatically collects relevant data from other features in ProjectManager and shares them on one personalized dashboard.
My Summary Video Overview
My Summary provides quick access to critical information and actions related to tasks, assigned projects and tagged notifications.
Watch this brief video below for information on our summary dashboards.
What Is My Summary?
My Summary is found on the Home view and outlines your personal tasks and work summary. It's based on your project role and reflects projects and data to which you have access.
Task Summary to Manage Tasks, Workload & Time
Task Summary outlines your tasks for the day to keep you looped in on the current progress of your assignments. The tasks widget shows your number of tasks as well as what tasks are in progress, completed or haven't been started.
Hover over the graph to see the tasks broken down by status.
You'll also see a Workload graph that acts as a visual snapshot of your overall workload that tells you how you are progressing through your assigned tasks.
Keep track of your planned/actual hours for the week in the Time widget so you are aware of your productivity.
My Tasks
The bottom portion of My Summary features a My Tasks widget. Here, you can see a summary of your tasks that are due for the day. If you see a red caution symbol, it means the task is overdue and you'll want to take action as soon as possible.
On the right-hand side of this widget, you'll see what tasks are due this week to give you a better idea of your workload.
Project Pulse
As a project member, you'll need to see a snapshot of all of your projects to stay informed on progress and to access essential data. Your Project Pulse provides a snapshot of all of the projects to which you belong.
Hover over the numbers to see how many tasks are completed/assigned. The dots are color-coded to represent the health of the project; green means ahead of schedule, orange means on schedule and red means behind schedule.
If you hover over the circles to the right of the dots, you'll see data on the percentage of the project that's been completed. We have a Project Pulse page that contains additional information on this powerful widget.
Workstream
Your Workstream is also viewable on this page. For additional information on Workstream, visit the corresponding article.
If you have questions about My Summary, email us at support@projectmanager.com. You can also watch our Listen & Learn video below that covers the homepage dashboard.