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Review and manage lifecycle items

Use the lifecycle items widget to review, filter, and group tracked work items by lifecycle stage and project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle items widget​

Locate the lifecycle items widget on your dashboard, identified by its title (for example, "Tracked Items"), to see a list of your current lifecycle items and a summary of counts.

Open the lifecycle items widget

Step 2: Review summary counts and lifecycle types​

At the top of the widget, review the summary tiles and lifecycle breakdown to understand how many items exist in each lifecycle stage before drilling into the list.

Review summary counts and lifecycle types

Step 3: Filter items by lifecycle stage​

Use the lifecycle filter chips (such as "All", or specific lifecycle labels) to narrow the list so it only shows items in the selected lifecycle stage.

Filter items by lifecycle stage

Step 4: Group items by project​

If available on your user dashboard, toggle the "Group by project" control to organise lifecycle items into expandable project sections, using project names supplied by your organisation.

Group items by project

Step 5: Inspect item details in the list​

Browse the list rows to view key details for each lifecycle item, including its project, stage, priority chip, and date information, helping you prioritise follow-up actions.

Inspect item details in the list

Step 6: Understand empty states​

When no items match your current filters, review the "No items found" message to confirm whether there are no tracked items at all or simply none for the selected lifecycle stage.

Understand empty states

Last updated: 2026-09-03