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Summary Row

5 min read

The Summary Row feature in Plaky allows Board Members to obtain summarized data from specific Fields in the table or Kanban view, providing valuable insights into project’s progress and key metrics. Here’s how to use the Summary Row effectively:

Table View #

Summary row is valid for Numbers, Status, Tag, Person and Date Fields, in table view only, and is applied on a Board view level.

To switch on/off summary row for a specific board: #

  1. Open View settings
  2. Click to switch on/off Summary row
  1. Tap on three dots in the top right corner to open the Board menu
  2. Tap Turn on/off Summary row

COMING SOON

A summary row with default settings will immediately be added as a last row under each Item group, and will include all the Fields to which Summary row is applicable. Applied Filters will impact the summary.

If a Custom field supports Summary row, and it is turned on, but no item has a value for that Field, a dash will be displayed in the summary row for that Field.

Summary row can be switched on/off for any particular Field that has a summary row as well. 

To switch on summary row for a specific Field: #

  1. Hover over the summary row for that particular Field
  2. Click on that Field in the summary to complete the action

or

  1. Click on the arrow next to the Field name to access the Field dropdown
  2. Toggle the switch to turn on the Field Summary
  1. Navigate to the desired Field in the summary row
  2. Tap Turn on summary to complete the action

COMING SOON

To close a summary row for a specific Field: #

  1. Click on three dots in the Summary row
  2. Select the Field to close Summary row on


    or
  3. Click Close summary row to close Summary row for all Fields.
  1. Tap on three dots in the Summary row
  2. Tap on the Field to close Summary row on
  3. Tap on Close summary to close Summary for that field

COMING SOON

Customizing Fields #

Each Field in your Summary row can be further customized or switched off.

Numbers #

The default summary will display the sum for the Numbers Field. To customize it:

  1. Click on the Numbers Field in the summary row
  2. Set the unit
  3. Set the alignment
  4. Choose from the following functions: Count, Summation, Average, Median, Minimum, Maximum
  1. Tap on the Numbers Field in the summary row
  2. Set the unit
  3. Set the alignment
  4. Choose from the following functions: Count, Summation, Average, Median, Minimum, Maximum

COMING SOON

The summary row will display the result of the selected function on group level, with the set unit and alignment applied. The result on a board view level (for all groups) will be displayed in the pop-up on the Web app.

Status and tag #

Summary of all labels will be displayed by default. To set your custom combination of statuses/tags:

  1. Click on the Status or Tag Field in the summary row
  2. Switch to custom
  3. Select the labels to display in the summary
  1. Tap on the Status or Tag Field in the summary row
  2. Switch to custom
  3. Select the labels to display in the summary

COMING SOON

The summary row will display a progress bar with the statuses/tags expressed in percentage

Date #

The default summary will display Earliest to Latest. To customize it:

  1. Click on the date Field in summary row
  2. Select  Earliest or Latest to see the earliest or the latest date in the summary
  1. Tap on the date Field in summary row
  2. Select Earliest or Latest to see the earliest or the latest date in the summary

COMING SOON

The same options apply for Timeline Field.

Person #

There are no additional settings to customize the person Field. The summary row will display the people stack/teams.

Kanban View #

Summary row is valid for Status Field, and is applied on a Board view level.

To switch on/off summary row for a specific board: #

  1. Click on the gear icon to open the board settings
  2. Toggle the switch to turn on/off summary row

A summary row will immediately be added as a last column after each Item group, and will include all the Status Fields. If Kanban is not divided in groups, there will be only one summary. Applied Filters will impact the summary.

When you click on any color in the summary, the Kanban group with that status color will have a darker background, a border in Plaky primary color, and the relevant status field will be scrolled into view for easy access.

On iOS devices, Summary row is automatically switched on for Kanban View, and cannot be switched off. Applied Filters will impact the summary.

When you tap on the Item group, you’ll see a comprehensive overview of all statuses associated with that group.

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