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Using Tasks in Summary
Using Tasks in Summary

You can add individual or filtered lists of summaries to your summary page

Travis avatar
Written by Travis
Updated over a week ago

Adding task widgets to your summary

Task integration with summary allows you to add individual tasks and lists of tasks to summary module.

Task preview

  1. Visit the relevant workspace that has a summary module

    1. You can easily add a Summary in a workspace in the Settings tab

  2. Toggle the Edit layout button to the on position

  3. Add a task preview or click the pencil icon to edit an existing timeline box

  4. Click the add content button to add a new list

  5. Select the task you would like to preview

  6. Click Save

List of tasks

  1. Visit the relevant workspace that has a summary module

    1. You can easily add a Summary in a workspace in the Settings tab

  2. Toggle the Edit layout button to the on position

  3. Add a list of tasks or click the pencil icon to edit an existing timeline box

    1. you can change the title of the widget from timeline to any custom text by clicking on the headline

  4. Click the add content button to add a new list

    1. Filter the list using the filters in to action buttons

  5. Click Save

You can change the title of the tile by hovering over and clicking the pencil icon.

Learn more about Summaries in our help guide!

Summary pages

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