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Review stalled lifecycle items

Use the stalled items widget to quickly identify lifecycle items that are overdue, blocked or slowing progress, and see where attention is needed across projects.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the stalled items widget

Locate the "Stalled items" widget on your forward look dashboard to see an overview of items that are not progressing as expected.

Open the stalled items widget

Step 2: Review the summary of stalled work

At the top of the widget, review the summary counts for total stalled items, overdue work, items due this week, and unassigned items to understand the scale of issues.

Review the summary of stalled work

Step 3: Switch between grouped and flat views

Use the "Group by project" toggle to switch between viewing all stalled items in a single list or grouped under their respective projects.

Switch between grouped and flat views

Step 4: Inspect items by lifecycle and stage

Scan the list of items to see their lifecycle, current stage, and whether they are in terminal or intermediate stages, helping you spot where workflows are stuck.

Inspect items by lifecycle and stage

Step 5: Check priorities and due dates

For each item, review its priority level, due date, and overdue status so you can focus first on urgent and overdue work.

Check priorities and due dates

Step 6: Identify ownership gaps

Look at the assignee information for each item to quickly identify unassigned or under-owned work that may be contributing to delays.

Identify ownership gaps

Step 7: Refresh stalled item data

Select the refresh control on the widget to pull the latest stalled item data and ensure you are working from an up-to-date view.

Refresh stalled item data


Last updated: 2026-08-31