Skip to main content

Review lifecycle stage pipeline for people tasks

Use the lifecycle stage pipeline widget to review people-related tasks by stage, priority and project, and identify overdue work.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the dashboard with the lifecycle stage pipeline​

Navigate to the dashboard that includes the Lifecycle Stage Pipeline widget so you can see people tasks grouped by lifecycle stage.

Open the dashboard with the lifecycle stage pipeline

Step 2: Review task counts and distribution across stages​

Look at each column in the pipeline to understand how many tasks sit in each lifecycle stage and where work is building up.

Review task counts and distribution across stages

Step 3: Identify high-priority and overdue tasks​

Scan the items within each stage to spot high-priority or overdue tasks that may need immediate attention.

Identify high-priority and overdue tasks

Step 4: Check which project each task belongs to​

For any task in the pipeline, review the linked project name so you can understand the project context and coordinate with the right team.

Check which project each task belongs to

Step 5: Refresh the pipeline data​

Use the refresh control on the widget to reload the latest pipeline information, ensuring you are acting on up-to-date task data.

Refresh the pipeline data

Last updated: 2026-07-16