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Review weekly Forward Look actions

Use the Weekly Actions widget to review, prioritise, and follow up on Forward Look tasks for the current week.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Weekly Actions widget

From your dashboard, locate the Forward Look Weekly Actions widget card showing this week’s task summary and action list.

Open the Weekly Actions widget

Step 2: Check the task summary indicators

At the top of the widget, review the total number of tasks, overdue items, and actions due today or later this week to understand your immediate workload.

Check the task summary indicators

Step 3: Scan the weekly task list

Scroll through the list of actions to see each task’s title, status, priority badge, due date, and who it is assigned to.

Scan the weekly task list

Step 4: Identify overdue and urgent tasks

Use the visual indicators to spot overdue items and higher-priority tasks so you can address the most critical actions first.

Identify overdue and urgent tasks

Step 5: Review task context and ownership

For each action, check the linked project name and assignee details to confirm who is responsible and which project the work relates to.

Review task context and ownership

Step 6: Refresh the weekly task data

Click the refresh control on the widget to reload the latest Forward Look task information from the source system.

Refresh the weekly task data


Last updated: 2026-07-16