Add Summary as section on Tasks & Issues | Community
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Jason_JB
Level 5
August 26, 2021
New

Add Summary as section on Tasks & Issues

  • August 26, 2021
  • 0 replies
  • 217 views

Let's add the Summary view as the default section within a task and issue object.


The summary view is customized as part of the Home & Summary activity and compiles background and current information in to one screen. This includes information like the description, relevant documents, updates, and custom fields.


Using this as the default when opening an object enables a user to quickly orient themselves to the context and jump into work as opposed to needing to click between multiple tabs after receiving a notice via email, slack, or notification.