Get an overview of your projects

The Projects widget is available to all users. Some cross-project views, such as the Workload planner, depend on your plan.


The Projects widget on the MeisterTask Home page gives you a centralized overview of the projects you care about most. Add projects to improve alignment and quickly monitor progress across your work.

For a broader view, open the Projects page to browse your full project list, or use a portfolio to monitor related projects together with the multi-project timeline and Workload planner.


Browse your projects on the Projects page

Your project list now lives on the Projects page (previously it appeared in the left sidebar). Use it to view and access all your projects in one place.

For each project, the list shows:

  • Project name
  • Last modified date
  • The owning account

Private projects are indicated in the list so you can tell them apart at a glance.

You can also:

  • Switch between list view and card view.
  • Use the Recents and All tabs, along with your project groups, to move between sets of projects.
  • Search to filter the list and find a specific project.

Projects can't be reordered manually. To find a specific project, use search to filter the list.

[SCREENSHOT: the project list on the Projects page, showing project name, last modified date, owning account, and a private-project indicator — replace with the image before publishing]

[GIF: switching the Projects page between list view and card view, and moving between the Recents and All tabs — replace with the GIF before publishing]


Monitor projects together in a portfolio

The multi-project timeline and the Workload planner are now found inside a portfolio. Use the List/Timeline view switcher in the top-left corner of the portfolio to move between views.

[GIF: using the List/Timeline view switcher at the top left of a portfolio to move between views — replace with the GIF before publishing]

Schedule projects in the multi-project timeline

Use the multi-project timeline to compare project schedules and understand how projects overlap over time.

Plan team capacity with the Workload planner

The Workload planner helps Account Admins plan and allocate work across multiple projects over time. Use it to identify overloaded team members and balance workload before issues arise.

Availability

The Workload planner is available on the Enterprise plan only and can be accessed by Account Admins.


Track project progress at a glance

The Projects widget highlights key metrics so you can quickly understand the status of your most important projects.

  • Completion % – see how far along the project is.
  • Open tasks – track how much work remains.
  • Overdue tasks – instantly spot potential risks.

Each number is interactive: click a metric to open a pre-filtered report for that project. For example, clicking overdue tasks opens a report showing all overdue tasks in that project.

project status widget.png

Choose which projects to display

Customize the Projects widget to focus on the projects that matter most to you.

  1. Go to your Home page in MeisterTask.
  2. Locate the Projects widget.
  3. Click Add projects and select the projects you want to display.
  4. To remove a project, click the X next to its name.
addprojectstowidget.png
Tip

You can add both active and archived projects to your widget. Archived projects will still display completion % and other data.


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