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Review lifecycle health of people-related tasks

Use the Lifecycle Overview widget to understand task volumes, risk levels, and distribution across lifecycles, stages, and priorities.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard with the Lifecycle Overview widget​

Navigate to your PlanOps dashboard that includes the Lifecycle Overview widget for people-related tasks, and locate the card showing total tasks, overdue items, and other summary metrics.

Open the dashboard with the Lifecycle Overview widget

Step 2: Review overall task volume and risk indicators​

Look at the totals for all tasks, overdue items, tasks due this week, and unassigned work to quickly assess current workload and immediate risks.

Review overall task volume and risk indicators

Step 3: Analyse tasks by lifecycle​

Check the breakdown of tasks by lifecycle to see where most work is concentrated and identify any lifecycles that may require attention or rebalancing.

Analyse tasks by lifecycle

Step 4: Analyse tasks by stage​

Use the stage breakdown, including colour-coded stage labels, to understand how tasks are progressing through the workflow and where they may be getting stuck.

Analyse tasks by stage

Step 5: Analyse tasks by priority​

Review the priority breakdown to confirm that high-priority work is appropriately represented and to spot any backlog of urgent items.

Analyse tasks by priority

Step 6: Refresh the lifecycle overview data​

Select the refresh control on the widget to reload the latest data from the system so the lifecycle summary reflects the most up-to-date task information.

Refresh the lifecycle overview data

Step 7: Interpret loading and error states​

When the widget is loading, wait for the skeleton placeholders to be replaced by real data, and if an error alert appears, review the message before trying to refresh again or contacting support.

Interpret loading and error states

Last updated: 2026-07-16