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Review lifecycle items due

Use the Lifecycle Items Due widget to review overdue and upcoming lifecycle tasks, see who is assigned, and understand what needs attention across projects.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Lifecycle Items Due widget​

From your PlanOps dashboard, locate the "Lifecycle Items Due" widget, which lists lifecycle tasks with their due dates, priorities, and assignees.

Open the Lifecycle Items Due widget

Step 2: Filter items by due status​

Use the filter chips at the top of the widget to switch between All, Overdue, This Week, Upcoming, and No Date, so you can focus on the most time-sensitive work.

Filter items by due status

Step 3: Review summary metrics​

Check the summary tiles showing total items, how many are overdue, due this week, and currently unassigned to quickly gauge overall workload and risk.

Review summary metrics

Step 4: Group items by project​

Use the "Group by project" control to toggle between a flat list and project-grouped view, helping you see which projects have the most pressing lifecycle tasks.

Group items by project

Step 5: Inspect item details​

For each row, review the reference, title, lifecycle name, stage chip, priority, assignee, and due date or overdue indicator to understand what action is required.

Inspect item details

Last updated: 2026-09-03