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Review people tasks by lifecycle stage

View and assess people-related tasks organised by lifecycle stage, priority, and project to understand current workload and progress.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle stage pipeline widget​

Navigate to the dashboard containing the people tasks widgets and locate the lifecycle stage pipeline card with the branch icon showing stages and task counts.

Open the lifecycle stage pipeline widget

Step 2: Scan task distribution across lifecycle stages​

Review each column in the pipeline to see how many tasks sit in each lifecycle stage and identify where work is building up, using stage names and colours as a guide.

Scan task distribution across lifecycle stages

Step 3: Inspect task details within a stage​

Select a stage column to see the individual tasks listed with their reference, title, lifecycle name, priority, overdue status, and associated project so you can understand what work is pending.

Inspect task details within a stage

Step 4: Identify overdue and high-priority work​

Look for tasks flagged as overdue and those marked with higher priority within each stage to decide where your team should focus attention first.

Identify overdue and high-priority work

Step 5: Use terminal stages to confirm completed or closed work​

Check the terminal (end-of-flow) stages to verify which tasks have reached their final status and confirm that no important items are stuck in earlier lifecycle stages.

Use terminal stages to confirm completed or closed work

Last updated: 2026-09-03