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Quick Tip: Use the Summary Panel

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Employee

Use the summary panel in projects, on tasks, on documents and in Home to quickly update work without adding clicks by drilling into objects.

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5 Replies

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Level 3

This is such a big time-saver. You can do most of stuff without even opening the task completely😄

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Employee

It really is! Such a simple thing, but I love being able to see the documents on each task without clicking into the specific task. Makes me so happy! 😎

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Level 5

wish you could add an issue from the summary panel

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Employee

Thats an interesting idea to add an issue to a task from the summary panel. It does seem like something that if you wanted to submit an idea to the Innovation Lab that would get a lot of votes!

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Level 5

The idea didn't get much traction when i submitted it in March, but here it is again if anyone else wants it.

https://one.workfront.com/s/idea/0870z000000XhwhAAC/detail