Complete the following steps to create a work item summary.
Procedure
Click the
Edit Summary Preferences icon in the Summary section on the left pane of the Inbox.
The
Configure Summary Preferences window is displayed.
Click
Create to configure a summary preference for work items.
The
Configure Summary Preferences window displays Available Levels and Selected Levels columns.
Type the preference name in the Preference Name field. For example:
Pref-1.
Use the ""," ", "<", and "<<" navigation arrows to move the levels from the Available Levels list to the Selected Levels list. A set of selected levels is called a preference.
Use the Page Up and Page Down navigation arrows to reorder the levels in the Selected Levels list.
Besides creating preferences, you can perform the following functions on the
Configure Summary Preferences window:
Click Modify to modify the existing preferences.
Click
Delete to delete a preference.
Check the
For All Users checkbox to indicate the preference must sum all users.
Note: By default, the
For All Users checkbox does not appear for all roles unless specific permission is granted to that role. The
For All Users checkbox appears for any role in any of the following cases:
When full permission is provided for work items
When permissions are provided for view, reassign, and close work items
Click
Save
The created preference name is displayed and the Available Levels column is disabled.
Click
Close to complete the procedure.
The configured summary preference is displayed in the Summary section.
