Skip to main content

Review team task performance in Forward Look

Review how your team is performing on Forward Look tasks, including workload, completions and overdue items.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Forward Look dashboard​

Navigate to the Forward Look area of the PlanOps dashboard where your widgets are displayed.

Open the Forward Look dashboard

Step 2: Locate the Team Performance widget​

Find the Team Performance widget, identified by the bar chart icon and team performance title.

Locate the Team Performance widget

Step 3: Review overall task summary​

Check the summary section to see total tasks, overdue items and upcoming deadlines for your team.

Review overall task summary

Step 4: Assess individual team member performance​

Review each team member's card to see how many tasks they own, how many are completed, overdue and their completion rate.

Assess individual team member performance

Step 5: Inspect task details and context​

Look at the task list to review titles, priorities, due dates, project names and who each task is assigned to.

Inspect task details and context

Step 6: Refresh the widget data​

Use the refresh button on the widget header to load the latest performance data from the system.

Refresh the widget data

Last updated: 2026-07-16