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View lifecycle overview of people tasks

Review the volume and status of people-related tasks by lifecycle, stage, and priority to understand current workload and risks.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle overview widget​

Locate the Lifecycle Overview widget on your dashboard to see a high-level summary of all people tasks, including totals and key status indicators.

Open the lifecycle overview widget

Step 2: Review key task metrics​

Check the headline tiles for total tasks, overdue items, work due this week, and unassigned tasks to quickly assess workload and potential bottlenecks.

Review key task metrics

Step 3: Analyse tasks by lifecycle​

Use the lifecycle breakdown section to see how tasks are distributed across different lifecycle categories, helping you spot where work is concentrated.

Analyse tasks by lifecycle

Step 4: Analyse tasks by stage​

Review the stage breakdown to understand how tasks are progressing through your pipeline stages and identify where items may be getting stuck.

Analyse tasks by stage

Step 5: Analyse tasks by priority​

Look at the priority breakdown to see the balance of low, medium, high, and urgent tasks so you can focus attention where it is most needed.

Analyse tasks by priority

Last updated: 2026-09-03