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What is Overview in Instagantt and How to Use it

Overview

The Overview feature is available on both Instagantt Standalone and Instagantt for Asana.

📑 Table of Contents

  1. What is the Overview Feature in Instagantt?
  2. Why Use the Overview Dashboard?
  3. Key Features of the Instagantt Overview
  4. How to Access the Overview Feature
  5. Folder-Level Overview: Multi-Project Visibility
  6. Summary: Why Use Instagantt’s Overview Feature?
  7. Frequently Asked Questions (FAQs)

What is the Overview Feature in Instagantt?

The Overview feature in Instagantt provides a high-level dashboard that allows project managers to quickly assess progress, timelines, and resource usage across one or multiple projects. Whether managing a single effort or a portfolio, Overview delivers actionable insights at a glance, supporting better decisions and performance tracking.

Why Use the Overview Dashboard?

Handling multiple tasks, resources, and timelines can become overwhelming without a centralized view. Instagantt’s Overview acts as a real-time project dashboard, offering key metrics such as progress, hours, and cost. This keeps you aligned with project goals, helps you identify risks early, and improves communication with stakeholders.

Key Features of the Instagantt Overview

📊 Timeline with Section Progress

At the top of the Overview, you'll find a visual timeline showing each project section with a progress bar that updates based on task completion. This gives you a fast way to assess which sections are on track and which need attention.

📈 Progress Graph with Baseline Comparison

A dynamic graph compares actual progress against expected and baseline curves. This makes it easy to see if your project is ahead, behind, or on schedule—without digging through individual tasks.

🔢 Project Metrics at a Glance

The Overview displays key project stats in one place, such as the total number of tasks, estimated hours, hours spent, and overall project cost. These indicators offer a snapshot of your project’s current health.

👥 Team & Resource Monitoring

Team performance is displayed clearly, showing which users are completing tasks on time and who may be falling behind. This insight supports better coordination and helps surface potential bottlenecks before they impact delivery.

🎨 Custom Section Colors

Make your timeline more readable by assigning custom colors to project sections. This small visual enhancement improves clarity when reviewing or sharing your plan.

📋 Copy Timeline to Clipboard

Need to include the timeline in a meeting or report? Use the Copy to Clipboard option to quickly export your timeline and paste it into any document or communication tool.

How to Access the Overview Feature

Follow these simple steps to open the Overview dashboard in Instagantt:

  1. Log in to your Instagantt account.
  2. From the left-hand project folder list, select the project (or folder) you want to analyze.
  3. In the top navigation bar, click on the “Overview” tab.
  4. The Overview dashboard will load, displaying a high-level view of your selected project(s), including:
    • Timeline with section progress
    • Key project metrics
    • Progress graph
    • Team and resource data

You can now use this dashboard to monitor real-time progress, compare performance, and assess team workloads—all from one centralized view.

Example: How to load a Baseline for Progress in Overview

Example: Color coding and Copy to Clipboard in Overview


Example: Multi-Project Visibility

If you're managing multiple projects within a folder, the Overview aggregates data from all of them. You’ll see a combined project timeline and progress indicators for each, with the option to switch between compact or extended views. You can also apply custom colors to differentiate projects visually, making it easier to manage a project portfolio from one place.

Summary: Why Use Instagantt’s Overview Feature?

Overview transforms complex project data into clear, actionable insights. With real-time tracking, team performance metrics, and visual progress indicators, you can make informed decisions and ensure your projects stay aligned with business goals.

Use Overview to:

  • Monitor key metrics and progress
  • Compare planned vs. actual timelines
  • Review team performance
  • Manage multiple projects in one dashboard
  • Share visual updates with stakeholders

👉 Ready to simplify your project tracking?
Explore how Instagantt Overview can improve your project visibility and control today.

Frequently Asked Questions (FAQs)

What is the main benefit of the Overview feature?

It provides a centralized, real-time dashboard to track project progress, resources, and performance—perfect for both individual projects and portfolios.

Can I see how my actual progress compares to the plan?

Yes. The Progress Graph lets you compare actual, expected, and baseline progress over time, so you can quickly identify if you're ahead or behind.

Is the Overview feature useful for managing multiple projects?

Definitely. The Folder-Level Overview shows combined timelines and progress bars for all projects within a folder, making it ideal for portfolio management.

Is Overview available to all users?

Yes, Overview is available in both Instagantt Standalone and Instagantt for Asana.