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Manage Project Overview

Creating an Overview​

Step 1: Navigate to the Overview tab​

Open a project and click Overview in the section navigation.

Create overview

Step 2: Click Create overview​

If no overview exists, click Create overview to initialize the document.

Step 3: Write content​

Use the markdown editor to write the project narrative. Content auto-saves after a few seconds.

Project overview

Editing the Overview​

Open the Overview tab and edit content directly in the markdown editor. Changes are saved automatically.

View modes​

Switch between Live, Rendered, and PDF using the toolbar buttons.

Overview toolbar

Managing Collaborators​

Assign team members as collaborators so they can edit the overview alongside the creator.

Overview collaborators

Client Visibility​

Toggle Visible to client to control whether client portal users can read the overview.

Client toggle off

Client toggle on

warning

Enable Visible to client when the overview is ready for client review. Until then, clients do not see the overview content.

Generating a PDF​

Click Generate PDF on the overview page to create a PDF using the project's configured report template.

Overview pdf

Content History​

Open the history panel to view previous versions, compare changes with a diff view, or restore an earlier version.

Overview history

Comments​

Use the comments panel to add inline feedback anchored to specific text in the overview. Comments support threaded replies and status tracking (Open, Resolved, Won't Fix, Obsolete).

Overview comments