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Track lifecycle items in the dashboard

Use the Lifecycle Items widget to review tracked items, see their status and priority, and understand what needs attention across your projects.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Lifecycle Items widget​

Navigate to the dashboard and locate the Tracked Items widget to see a list of all current lifecycle items.

Open the Lifecycle Items widget

Step 2: Review item details​

For each item, review the reference, title, stage, priority, and project name to understand what the task is and where it sits in the workflow.

Review item details

Step 3: Check summary counts​

Use the summary strip at the top of the widget to see total items, how many are overdue, and how many are due this week; only relevant counts are displayed.

Check summary counts

Step 4: Identify overdue items​

Scan the list for rows highlighted in red with an "(Overdue)" label on the due date to quickly spot tasks that need urgent attention.

Identify overdue items

Last updated: 2026-09-03