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Using the Tools - Summary Tasks

Many of the categories include a summary report as the last deliverable in the category. This report doesn’t include facilitation, and will display the key fields from the subject in a single PDF.

Experienced users may wish to only complete the summary report for a category, since it organizes the most important elements of a category.

If you’re a new user and complete category tasks before reaching the summary, click on the paper/arrow icon on the upper right of the field to populate the fields with your responses.

You’ll want to output your summary report at the task or deliverable level, though, and probably not include it in your category report. If you complete all of the tasks in a category and then complete the summary and then output the entire category, you’ll have duplicate responses in your final report.

Using the Tools - Summary Reports