Summary overview

You can use the Summary panel to review and update work item information directly from a list of tasks issues, documents, or from other areas of Adobe Workfront that display tasks and issues.

The following table displays the areas where you can locate and use the Summary panel:

Tasks

Task lists within a

  • Project
  • Subtask
Tasks in the Unassigned and Assigned Work areas of the Workload Balancer
Issues

Issue lists within a

  • Project
  • Task
  • Subtask
Issues in the Assigned Work area of the Workload Balancer
Issues in the Submitted section of the Requests area
Documents
Documents area
Documents section of any object (project, task, issue, program, portfolio, template, template task, user)

This article describes how to access and use the Summary panel for tasks and issues in lists.

For information about accessing the Summary in the Workload Balancer, see Update work items in the Workload Balancer using the Summary.

For information about accessing the Summary for documents, see Summary for documents overview.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*

Any

Adobe Workfront license*

Request or higher

Access level configurations*

View or higher access to Tasks, Issues, Documents

View or higher access to any objects for which you want to view documents' Summary

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

View or higher permissions to a task, issue, or document

For information on requesting additional access, see Request access to objects .

*To find out what plan, license type, or access you have, contact your Workfront administrator.

View the Summary panel in a list of tasks or issues

  1. Go to a task or issue and select an item in the list.

  2. Click the Summary icon

    or

    Click the Open Summary icon in the Submitted section of the Requests area.

    After you open the Summary, it stays open as you click or select other tasks or issues and remains open until you manually close it.

    TIP

    You can only select one task or one issue at a time to view their details in the Summary panel.

  3. (Optional) To close the Summary panel, do one of the following:

    • In a task or issue list, click the Open Summary icon

      Or

      Click the X icon in the upper-right corner of the Summary panel.

    • In the Submitted section of the Requests area, click the Close Summary icon

      Or

      Click the X icon in the upper-right corner of the Summary panel.

Percent Complete

Use the progress bar at the top of the Summary to update the percent complete for the task or issue that you’ve selected. Enter a number or drag the bar to the correct percentage.

Updates

Use the Updates section of the Summary to view recent updates and make updates on the task or issue you selected. Click See all to go directly to the Updates tab on the task.

Documents

Use the Documents section of the Summary to see documents attached to the task or issue you selected. Click the thumbnail to open a document preview. To go directly to the Documents tab on the task or issue, click the Documents title.

Details

Use the Details section of the Summary to view high-level work item details, make assignments, or add start dates. Click See all to go directly to the Details tab on the task or issue.

NOTE

The fields that appear in this section are the same fields that appear in the right panel in Home. You can customize these fields Customize Home and Summary using a layout template.

Subtasks

This section is only available for tasks. Use the Subtasks section of the Summary to view New, In Progress, and Closed subtasks on the task you selected. Click the Status drop-down menu to switch between statuses. To go directly to the Subtasks tab on the task, click the Subtaskstitle.

If you have not added any subtasks to the task, click Add one here to go directly to the Subtasks tab on the task.

Hours

Use the Hours section of the Summary to log hours on the task or issue you selected. Click Log Time and enter your hours. To go directly to the Hours tab on the task or issue, click the Hours title.

The hour count in the Summary displays the hours you log. Other users will have different hour totals in the Summary depending on the time they log on the task.

If there are no planned hours on the task or issue and you have logged time, the hours bar displays red.

Approvals

Use the Approvals section of the Summary to view approvals attached to the task or issue you selected. If you have not added any approvals, select an existing approval from the drop-down menu or click Create single-use approval process to go directly to the Approvals tab on the task or issue.

To go directly to the Approvals tab on the task or issue, click the Approvals title.

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