Projects can store huge amounts of data for you and your team. But sometimes, you want specific information fast. This is why we have project summaries.
Project summaries act as a snapshot of important information you want to know about a project as soon as you open it up. You know what's important to you, so we let you customize what will be displayed. Only users with Full or Admin access can use project summaries.
To create a project summary:
Select the
Setup Menuin the left side menu.Locate project summaries and select
Proceed.To create a new project summary, select
+Addin the upper right corner.Name your summary and define what workflow you want it attached to. For example, you may only want this summary to appear when workflow X is applied.
Select
Create.Select what types of information do you want displayed in the summary. Do you want form fields? Project information? Or maybe both! In this example we want form information so the
Form Fieldsradio button should be selected.Use the
Groupsdrop-down menu to select the form you want to pull information from.Use the checkboxes to select the fields you want to display.
Select the
>>button in the middle of the page to confirm the fields you want to display in the project summary. You can reorder fields by dragging and dropping in theProject Summary Fieldssection.Select
Doneto confirm changes.
Voila! You're done!
Now just go to a project with that workflow applied and to see the summary when you open the project.
