View tasks and events in the Project Summary web part

The Project Summary web part provides a high-level view of the events and tasks involved in a project. By default, it is included on the Home page for a project site. It can also be added to any other site that includes a task list.

The left side of the Project Summary web part includes a countdown to the due date for the next task shown on the timeline. If the timeline is not displayed, the web part counts down to the due date for the task with the closest future due date. Next to the countdown, the web part can display either the timeline for the project, or a list of late and upcoming tasks and calendar events. You can use the arrow buttons, at the upper-right corner of the web part, to cycle between the timeline and the late/upcoming tasks and events.

Timeline

The timeline that is included in the Project Summary web part provides an overview of the tasks that are captured in the primary task list on the site. You can click Add Task or Edit List to work with the task list for the site. For more information, see Add tasks to your project and Indent, outdent, move, and delete tasks.

If you want to change how the timeline looks, or add or remove tasks on the timeline, see Add tasks to the timeline and Change the appearance of the timeline. You can click the timeline within the Project Summary web part to access the Timeline tab on the ribbon.

If you have more than one task list on the site, someone with permissions to change the Project Summary web part can change which timeline is used.

To change which timeline is used on the Project Summary web part:

  1. On the Page tab, click Edit Page.

  2. Click once in the Project Summary web part, and then, on the Web Part tab, click Web Part Properties.

  3. Choose the Primary Task List for the web part. This is the task list that is used for the due date countdown, and it determines which timeline is displayed.

  4. If you don’t want to include a timeline on the Project Summary web part, under Headlines, clear the Timeline check box.

  5. Click OK on the Project Summary web part properties box.

  6. On the Page tab, click Stop Editing.

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Late and upcoming tasks and events

You can also use the Project Summary web part to view tasks from the task list(s) or events from the calendar(s) with due dates that have either recently passed, or that are coming up relatively soon.

Note:  Tasks that are included on the timeline are not included in the list of late and upcoming tasks.

If you have permissions to edit the Project Summary web part, there are a few different things that you can change about which tasks and events are listed.

To change the late and upcoming lists on the Project Summary web part:

  1. On the Page tab, click Edit Page.

  2. Click once in the Project Summary web part, and then, on the Web Part tab, click Web Part Properties.

  3. Under Headlines, select the check box next to late and/or upcoming for each list that you want to include in the web part.

  4. If you have multiple task lists on the site, and you want to include more than just the primary task list in the list of late tasks on the Project Summary web part, click edit, next to late.

  5. Select the check box next to each task list that you want to include in the list of late tasks, and then click OK. Skip this step if you are not changing the list of late tasks.

  6. To change what tasks and events are included in the upcoming list, click edit, next to upcoming. If you are not making changes to the list of upcoming tasks and events, skip to Step 9.

  7. Select the check box next to each task list or calendar that you want to include in the list of upcoming tasks and events.

  8. If you want to change the timeframe for upcoming tasks and events, you can type a different number of days in the box next to Show items for the following number of upcoming days, and then click OK. By default, the Project Summary web part includes tasks and events that have due dates or that are occurring within the next 14 days.

  9. Click OK on the Project Summary web part properties box.

  10. On the Page tab, click Stop Editing.

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