Project Overview Tab
The first tab on every project - task distribution, quick stats, progress breakdown with weighted pillars, health card, recommendations assistant, and inline goals and milestones managers.
The Overview tab is your project's dashboard. It's the first thing you see when opening a project and the go-to place for a "where does this project stand?" answer. Six widgets cover task distribution, quick stats, progress breakdown, health, actionable recommendations, and inline goals and milestones management - all on one scroll.
Press 1 anywhere on the Project Details Page to jump to this tab. For the tab switcher and keyboard shortcuts, see Project Details Page.
Overview is the project status check
Start here when you need to understand progress, risk, overdue work, and what needs attention next.
What you can do
See task distribution
by status at a glance - one column per status in your Space
Check quick stats
completion rate, overdue tasks, and (when CRM is enabled) CRM activities and tasks
Understand progress
with the Progress Breakdown - see how tasks, milestones, goals, and CRM tasks each contribute to the overall number
Expand each progress pillar
for item counts, completed counts, and contribution percentages
See the project's health
with a detailed indicator showing the state, progress bar, task counts, deadline info, and next milestone
Get prioritised recommendations
from the Health Assistant - overdue items, upcoming deadlines, blocked work, and more
Add, edit, and delete goals and milestones
directly from the Overview tab - no need to switch tabs
The six widgets
1. Task Distribution
A row of columns - one per status - showing how many tasks sit in each state. The statuses are pulled dynamically from your Space's status configuration, so if you've customised statuses, your custom set appears here. See Custom Statuses & Priorities.
This widget gives you a fast read on where work is piling up - a big "To Do" column might mean the project hasn't started moving, while a big "In Review" column might mean things are stuck waiting for approval.
Use distribution to spot bottlenecks
Large groups in one status often show where the project needs review.
2. Quick Stats
A compact card showing the key numbers:
- Completion Rate - the project's overall progress percentage
- Overdue Tasks - tasks with due dates in the past that aren't yet complete
- CRM Activities (when CRM is enabled) - logged calls, emails, meetings, and notes
- CRM Tasks (when CRM is enabled) - tasks linked to CRM contacts or companies
The CRM stats only appear when the project has CRM enabled - see Project Team & CRM.
3. Progress Breakdown
The Progress Breakdown visualises how your project's overall progress is built up from four pillars, each with a weight:
| Pillar | Default weight | What it measures |
|---|---|---|
| Tasks | 35% | Average progress of all project tasks |
| Milestones | 35% | Computed live from tasks linked to each milestone |
| Goals | 20% | Average goal progress (from linked milestones or Key Results) |
| CRM Tasks | 10% | Average progress of CRM-linked tasks |
Adaptive weights - why yours might not look 35/35/20/10
If your project doesn't have one of the pillars (no goals, no CRM tasks, etc.), the weight for that pillar is redistributed to the remaining pillars proportionally. This keeps the total at 100% and keeps the breakdown honest - pillars you don't use don't drag your progress down.
Example: A project with no goals and no CRM tasks redistributes their combined 30% between tasks and milestones, giving each a 50% weight.
Expanding a pillar
Each pillar is expandable. When open, you see:
- Items count - how many tasks, milestones, goals, or CRM tasks contribute
- Completed count - how many are done
- Progress % - the pillar's own progress
- Contribution % - how much this pillar adds to the overall progress number
This lets you quickly see which pillars are pulling your progress up and which are pulling it down.
"How this is calculated"
A help action explains the exact formula - overall progress is the weighted sum of each pillar's progress multiplied by its weight.
4. Project Health Card
The Health Card shows the detailed health indicator with:
- Health state - On Track, At Risk, Behind, Critical, or Completed
- Progress bar - the project's current percentage
- Task counts - completed vs total tasks
- Days remaining - how long until the deadline
- Days overdue - if the deadline has already passed
- Next milestone - the closest upcoming milestone
- Explanation text - a sentence describing why the project has this health state
Health is not a value you set - it's computed from progress vs expected progress (based on elapsed time against your project dates), overdue task percentage, milestone status, and deadline proximity. For the full calculation logic, see Project Health & Progress.
Health explains project risk
Use the health card and recommendations together before changing dates or priorities.
5. Project Health Assistant
The Health Assistant is a rule-based advisor that surfaces the three most urgent issues in your project. It shows:
- Progress - current progress vs expected progress (based on elapsed time)
- Overdue - total count of overdue tasks and CRM tasks
- Trend - Improving, Stable, or Declining, derived from the current health state
- Focus Areas - up to three prioritised recommendations
What the assistant can flag
The assistant surfaces issues from several categories, sorted by severity:
| Category | When it flags |
|---|---|
| Overdue milestones | A milestone has passed its due date without being completed (Critical) |
| Milestones due soon | A milestone is due within 5 days (High) |
| Goals behind | A goal is marked behind or at risk, or is less than 40% complete (High / Medium) |
| Overdue tasks | A task has passed its due date (High) |
| Tasks due soon | A task is due within 5 days (Medium) |
| Overdue CRM tasks | A CRM task has passed its due date (High) |
| CRM tasks due soon | A CRM task is due within 5 days (Medium) |
| Project deadline approaching | The project deadline is within 7 days (High) |
| Blocked milestones | A milestone has blocking dependencies from other milestones (Medium) |
| Blocked tasks | A task has dependencies and isn't complete (Medium) |
Empty state
When none of these conditions apply, the assistant shows a "No urgent recommendations" message - meaning everything is on schedule.
Treat recommendations as the next review list
They are capped so you can focus on the highest-impact issues first.
6. Goals & Milestones inline managers
The bottom section of the Overview tab shows goals on the left and milestones on the right, letting you add, edit, reorder, and delete both directly from the Overview without switching tabs.
Goals manager
- Add a new goal
- Edit any goal (opens the goal modal with Key Results, type, status, priority, linked milestones)
- Delete a goal with confirmation
- Drag to reorder
- See linked milestones inline for quick context
Milestones manager
- Add a new milestone
- Edit any milestone (opens the milestone modal with type, due date, status, priority, linked goals, linked tasks)
- Delete a milestone
- Drag to reorder
- Expand a milestone to see linked tasks with their completion status
For the full goals and milestones system (OKR structure, types, Key Results, two-way linking, auto-progress), see Project Goals and Project Milestones.
When this section is hidden
The Goals & Milestones section only appears when your project has at least one goal, one milestone, or a deadline. A brand-new project without any of these shows the other widgets but skips this section until you add something.
Things worth knowing
The Overview tab is the first thing you see
When you open a project, PrimeTask lands you on the Overview tab by default. Press 1 from any other tab to jump back.
Widgets update live
Every widget reads real-time data. Create a task, complete a milestone, or add a goal - the numbers, the progress bar, the health indicator, and the assistant recommendations all update immediately. There's no refresh step.
The progress number on Overview matches the header
The progress percentage in the Progress Breakdown and Health Card is the same number shown in the project header. Both come from the same weighted calculation - see Project Header and Project Health & Progress.
Recommendations are capped at three
The Health Assistant shows the three most urgent items so you can act on them without being overwhelmed. As you resolve issues (complete an overdue task, extend a deadline, finish a milestone), new items bubble up to fill the slots. Over time, as you maintain the project, this list should trend toward empty.
The health explanation text tells you why
If a project is flagged as At Risk or Behind, the Health Card's explanation sentence tells you which factor triggered it (overdue tasks, progress behind expected pace, or an upcoming overdue milestone). This is a fast answer to "why isn't this project On Track?" For the full calculation, open Project Health & Progress.
Weights redistribute automatically
If you deliberately run a project without goals or without CRM, the Progress Breakdown weights adapt so the pillars you do use fully account for 100%. You don't need to configure anything - PrimeTask renormalises based on what exists.
Common questions
"Why is my Task Distribution showing a column I don't use?"
The distribution dynamically reflects your Space's status configuration. If you see a status you no longer use, edit your statuses from Settings → Category Management - see Custom Statuses & Priorities.
"My project is 100% complete but still shows 'At Risk'."
Progress and health are separate. Health also accounts for milestones, goals, and upcoming deadlines - a project with 100% task progress but an overdue milestone can still be At Risk. See Project Health & Progress.
"The Progress Breakdown pillar percentages don't match my expected 35/35/20/10."
Weights are adaptive - if a pillar has no items (no goals, no CRM tasks, etc.), its weight redistributes to the other pillars. This is by design so absent pillars don't penalise your progress.
"The Health Assistant keeps showing the same items."
Items reappear until you resolve the underlying issue - complete an overdue task, adjust a deadline, or finish a milestone. The assistant isn't a to-do list; it's a real-time snapshot of the most pressing risks.
"Can I add tasks from the Overview tab?"
Yes - the project header has a Create Task action (shortcut T) that creates a new task pre-linked to the project, from any tab. See Project Header.
"How do I see more than three recommendations?"
The Overview tab shows the top three. To see every item in the project (every overdue task, every upcoming milestone), use the dedicated Tasks tab (with overdue filter) or the Milestones tab. See Project Tasks Tab and Project Milestones.
Where to go next
| If you want to… | Read this |
|---|---|
| Understand how health and progress are calculated | Project Health & Progress |
| Add or configure goals and milestones | Project Goals and Project Milestones |
| Work with tasks inside the project | Project Tasks Tab |
| See the page header and action buttons | Project Header |
| Navigate all 9 tabs and shortcuts | Project Details Page |
| See daily metrics and velocity (Pro) | Project Metrics |
| Customise statuses and priorities | Custom Statuses & Priorities |
| Return to the Projects hub | Projects Overview |