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Track people-related actions and deadlines

Use the Action Tracker widget to review people-related action items, see upcoming and overdue deadlines, and monitor overall task progress.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Action Tracker widget​

Locate the Action Tracker widget on your dashboard, identified by the action list icon and title, to review people-related tasks at a glance.

Open the Action Tracker widget

Step 2: Review the task summary metrics​

At the top of the widget, review the summary badges showing total actions, overdue items, tasks due today, due this week, pending work, and closed actions to understand current workload.

Review the task summary metrics

Step 3: Scan the list of action items​

Scroll through the task list to see each action’s title, current status, priority, due date, assignee, and project so you can quickly understand what needs attention.

Scan the list of action items

Step 4: Identify overdue and time-sensitive tasks​

Use the overdue and due-soon indicators, including days until due and overdue highlighting, to prioritise which actions must be addressed first.

Identify overdue and time-sensitive tasks

Step 5: Refresh the action list​

Click the refresh button in the widget header to reload the latest action items and ensure you are working with up-to-date task information.

Refresh the action list

Last updated: 2026-09-03