View project overview and stakeholders
Review key project details, health metrics, insights, custom fields and stakeholders from a single overview tab.
This guide is designed for project manager.
Steps
Step 1: Open the project overview tab
Navigate to your project and select the Overview tab to see a summary of the project, including key details, health metrics, insights and stakeholders.
Step 2: Review project details and custom fields
In the overview layout, review the project details panel and any custom field values to understand the core setup and important project-specific information.
Step 3: Check project health metrics
Look at the Project Health section to see completion percentage, overdue tasks, tasks due soon, completed tasks and open risks at a glance.
Step 4: Explore project insights
Scroll to the insights section to review automated project insights that highlight trends, risks or opportunities based on current project data.
Step 5: View stakeholders and access management
In the Stakeholders card, see the list of key project members, their names and roles, and use the Manage button (when available) to open stakeholder management.
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Last updated: 2026-06-24