Step 1: Create a New View

Step 2: Add a Chart to a View

Step 3: Save and Publish

Step 4: Create a Collection titled 'Summary Templates'

Step 5: Add the View to the 'Summary Templates' Collection

Once view is complete and no additional changes are needed, move on to Step 6.

Step 6: Turn a View into a Template

Step 7: Turn a Template into a Summary Template

Step 8: Build Project Status Summary

Step 9: Share a Summary

Step 10: To make changes, Edit Summary Template