The Overview tab is the first thing you see when you open a project in SiftHub. It gives you a real-time snapshot of your project's health - from the AI-generated summary and the status of every primary document, to section and question progress, milestone tasks, and team workload - all in one place.
Summary
The Summary section at the top of the Overview tab shows the AI-generated project summary, truncated to a preview. Click anywhere in the summary box to open the full Summary in a modal, where you can read, edit, and save it.
The summary includes sections such as scope, Buyer Priorities, Key Requirements, Strategic Considerations, and Submission Requirements — generated from your primary document, intake documents, and deal context.
To edit the summary, make changes directly in the modal's rich text editor and click Save.
For more details on how the summary is generated, see AI Suggestions.
Primary Documents
The Primary Documents section lists every Primary document in the project. Each row shows the file, who added it, when it was added, autofill status, and an actions menu. From here you can:
- Open the document — click the document name or the external link icon to open it in its Google / MS workspace or the Web App (for uploaded documents)
- Save to repository — open the more menu on a document's row and select Save to repository, to send that finished document back to your SiftHub Documents Repository, making it available as a source for future responses
- Add a document - click Add to bring another primary document into the project, by upload, by pasted link, or by creating a proposal. A project can hold up to 10 primary documents, and the control is unavailable once you reach that limit
- Remove a document - open the row actions menu and choose to remove that document. This is unavailable when the project has only one primary document left
Saving the Primary Documents to Repository
There are three ways this action is triggered:
1. When you mark the project as Completed:
When you move the project status to "Completed", a modal appears. Click Yes to save immediately, or Do it later to dismiss. (If there are multiple Primary documents, you can choose which ones to save.)
If you choose "Do it later", you will receive an email reminder to save the document.
2. When the project due date is reached:
If the project's due date passes without the status being marked as Completed, you will receive an email prompting you to mark the project as Completed and save the primary document to the repository.
3. At any time from the Overview tab:
Open the more menu on a Primary document's row and select Save to repository. You can do this for any document at any point during or after the project. (not applicable for uploaded documents)
Section / Question Progress
The progress section shows two cards side by side — one for Sections and one for Questions — giving you a granular view of how far along the Project is. You can view progress across all documents or filter by a specific document.
Each card shows:
- Total count of sections or questions
- Circular progress indicator showing the percentage in "Approved" status
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Status breakdown — clickable counts for each status:
- Approved
- Pending review
- Content updated
- Content requested
- First draft
When you have selected a single document, clicking any status count opens that document's outline filtered to show only items in that status. Under All documents the counts are not clickable, because an aggregate figure cannot tell which document's outline to open.
Filter by user:
Use the All Users dropdown in the top right of the progress section to filter the status breakdown by a specific team member — useful for checking an individual collaborator's progress.
Milestone Tasks
The Milestone Tasks section shows a summary table of all Milestone-type project tasks, giving you a quick view of key project deliverables and their status.
Click any milestone task to open its detail panel. For full task management, navigate to the Tasks tab.
Assigned Tasks
The Assigned Tasks section provides a per-user breakdown of all pending and completed tasks across the entire project — including both project-level tasks and content tasks (content requests and content reviews). You can also filter tasks by Primary document.
Columns:
- User - the team member
- Pending tasks - total pending tasks for that user. Overdue counts are highlighted in red.
- Completed tasks - total completed tasks for that user