Board Overview

The board Overview is best for getting a quick, snapshot of progress. It displays key details such as overall status, budget totals, tracked time, estimates, and other essential information.  

So, if you want a broader view of your task board or need to manage a project within it, the Board Overview can help you stay organized. Let’s explore more.

When to Use Board Overview

The Board Overview is useful in two main scenarios: project overview and continuous task management. It provides insights into: 

• What the board is about 
• Key dates (start and due) 
• The overall status and progress of work 
• Milestones and key files 

Project Overview 

When a board is used to manage projects, you’ll see key details like start and due dates, as well as the overall status. This information is also reflected in views like Portfolio overview  and Gantt view. You can add a rich text description for important project details and status updates. 

The item progress chart provides a quick snapshot of how the project is progressing, helping you assess if you’re on track. We recommend grouping the chart by Status for clarity. 

Continuous Task Management 

Boards that are used for ongoing task management, the overview lets you document work principles and guidelines. It helps to track team performance over time – are they improving or not? The item progress chart, grouped by status, acts as a cumulative flow diagram to identify delays or performance issues. 

Board Overview Breakdown 

Let’s have a look at the main features included in the Board overview.  

Board Description 

It’s a rich text field where long-form specifications, general knowledge, or other important information about the board or project. 

Board Properties 

• Status: Displays the current progress of your work at the board level. This status is also reflected in the Portfolio Overview with a snapshot of your project or board’s progress. 
• Start Date: This date serves as a visual cue in calendar-specific views, such as Gantt, Timeline, and Workload. It marks the start of the work period. 
  Note: if the start date is not set when creating new items in Gantt, all new items will be scheduled to end on this date. 
• Due Date: It represents the completion deadline for the board and is used as a visual cue in Gantt, Timeline, and Workload views. 
  Note: If the due date isn’t set, new items in Gantt will be scheduled to end on the start date. 

Board Totals 

The Board Totals section provides a summary of key metrics calculated from the items within the board: 

• Estimation: The sum of all estimated units, which could be time or points, depending on your configuration. 
• Tracked time: The total time spent on tasks within the board. 
• Budget: The combined budget for all items on the board. 

Items Progress 

The Items Progress section includes a flexible chart to visualize the progress of your work over time. This chart can be customized based on various item data points: 

1. Burnup or cumulative flow chart: Track progress using the following data points: 

• Estimation 
• Budget 
• Item count 
• Tracked time 

2. Customization: The chart can be customized to break down data by status mode for more detailed tracking or by status type (e.g., New, In Progress, Completed) for a broader overview. Status types can be configured in Board Settings. 

Milestones 

The Milestones section lists items marked as milestones. This is especially useful when using the board to manage a project. The milestones are sorted based on their due date, making it easy to track key project goals and deadlines. 

Files

In this section, you can find all files that are attached to items on the board. It makes it easy to access and manage files them in one place.

You can download several files at once from here, as well as from the Attachments view — useful when handing a document set to a client or archiving a finished project. See storage management for ways to keep file storage under control.

Why Is the Board Overview Missing? 

By default, the Overview is included in every new board you create. However, if you’ve created a workspace from a template, some boards may not have an Overview right away. In this case, you can easily add it by clicking the “+” button in the top panel.