Have a better sense of what your team is working on with the Tasks & Milestones Overview pages. Here, you can see the tasks and milestones on a global level; allowing you to spend less time digging into your team's tasks and more time hitting your deliverables.


🚨 Users with "View Assigned Projects" permission levels will only see tasks & milestones that belong to their assigned projects. Users with "View All Projects" permission levels will see all tasks and milestones across all projects.


Milestones Overview

The Milestones Overview helps you stay on track with your projects by providing a global view* of all upcoming Milestones. Not only does this feature allow you to see a consolidated view of all Milestones -- it is also especially useful for users who use Milestones as key due dates.

To access the Milestones Overview, navigate to Projects > Milestones.

This page will show all Milestones across all Projects, but filters can be used to further refine the Milestones that appear in the view:

  • Project – show all Milestones for all Phases in one specific Project

  • Phase – show all Milestones for one specific Phase in all Projects

  • Due Date – show all Milestones with a specific type of Due Date

    • Today, Tomorrow, This Week, Next Week, Later, Overdue

By default, this page will sort by Due Date. Click on any of the column headers to change the Sorting order.

  • Milestones

  • Project Number

  • Phase Name

  • Due Date

If you find that you need more information about a Milestone, click on the Milestone to be taken to the Milestone page under the appropriate project.


🎓 If you don't have any Milestones for your projects, click here to learn more!


Tasks Overview

The Tasks Overview helps you keep track of your projects by showcasing a list of all upcoming Tasks. Just like the Milestones Overview, this feature allows you to see a consolidated view of all of your Tasks, including the task's assignee.

To quickly access your tasks across all projects, navigate to Projects > Tasks.

This page will showcase all Tasks across all Projects, but filters can be used to get more refined results:

  • Project – show all Tasks for one specific Project

  • Phase – show all Tasks for one specific Phase across all Projects

  • Assignee – show all Tasks associated with one specific team member across all Projects

  • Due Date – show all Tasks with a specific type of Due Date

    • Today, Tomorrow, This Week, Next Week, Later, Overdue

By default, this page will sort by Due Date. Click on any of the column headers to change the sorting order.

  • Tasks

  • Project Number

  • Project

  • Phase

  • Due Date


💡 If you don't have any Tasks for your projects, click here to learn more!


Daily Activity Summary Email for Tasks

To help you and your team stay on track with Tasks, we automatically opt-in any assignee (who has tasks assigned to them) to receive a Daily Activity Summary email.

This email, which is sent daily, will display the following information:

  • A list of Tasks assigned to this user

  • A list of Tasks that had their due date updated

  • A list of Tasks due soon (i.e. within the next 7 days)

  • A list of Tasks that are overdue

Opting Out of Daily Activity Summary Emails

To opt-out of the daily email, navigate to Directory > Select team member. Once in the team member's profile, deselect the checkbox to opt out.

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