Intro to Overviews

Overviews give a high-level view of Spaces and Folders and allow you to see similar items in a central location, and make changes quickly.

Image of the Overview tab

What you'll need

Open an Overview

You can use Overviews at the Space and Folder levels of your Workspace hierarchy. Overviews are not available at the Everything level.

To open a location's Overview:

  1. Go to the location you want to see an Overview for.
  2. Select Overview in the Views Bar.

Using Overviews

On the Overview page, you'll see a location breakdown separated by cards: Recent, Docs, Resources, Folders, and Lists. Learn about each card's features below:

Recent

The Recent card shows any items or views you recently opened within the Space or Folder. Your most recent items appear at the top.

Image of Recent card on the Overview page

You can click on any item to open it or use the icons on the right to:

  1. Open the item in a new tab.
  2. Copy the item link.

If there are too many recent items to display, click See all to view all recently opened items.

Docs

The Docs card shows any Docs attached to the Space or Folder.

Image of the Docs card on the Overview page

You can click on any Doc to open it or use the icons on the right to:

  1. Open the Doc in a new tab.
  2. Copy the Doc link.

You can also use the plus icon + to create a new Doc in the Sidebar or as a view.

Resources

The Resources card shows any files uploaded to the Resources card in the Space or Folder.

Image of the Resources card on the Overview page

Use the plus icon + to upload files directly from your device or the following cloud storage services:

  • Dropbox
  • OneDrive/Sharepoint
  • Box
  • Google Drive
  • Google Docs

Once a file is uploaded, click on its name to open it, or use the icons on the right to:

  1. Edit the name of the file.
  2. Download the file to your device.
  3. Delete the file from your Workspace.

Folders

The Folders card is only available at the Space level and shows all the Folders within a Space.

Image of the Folders card on the Overview page

You can click on any Folder to open it or use the plus icon + to create a new Folder in the Space.

Lists

The Lists card shows any Lists within a Space or Folder. You can also use this card to create a brand new List using the New List button at the bottom.

Image of the Lists card on the Overview page

Lists within Folders will only appear on the parent Folder's overview. Lists within Folders will not appear in the Space overview. 

With this card, open any List by clicking on it, or view important task information using the columns on the right, including:

List Progress tracks the completion of tasks in a List. The progress of subtasks that belong to Tasks in Multiple Lists is not tracked. 

  • Done date
  • Due date
  • Created date
  • Start date
  • End date
  • Priority
  • Owner

You can customize which columns are displayed by using the plus icon + in the upper right.

 

 

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