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View team performance in Forward Look

Use the Forward Look Team Performance widget to understand how work is distributed across your team and how well tasks are being completed.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the Forward Look dashboard

Navigate to the Forward Look section of the PlanOps dashboard where the Team Performance widget is displayed alongside other forward-looking metrics.

Open the Forward Look dashboard

Step 2: Review overall task summary

At the top of the widget, review the high-level summary of tasks, including total items, completed work, and overdue tasks to understand the overall workload.

Review overall task summary

Step 3: Inspect individual team member performance

Look through the list of team members to see how many tasks each person has, how many they have completed, and how many are overdue, including any items assigned to "Unassigned".

Inspect individual team member performance

Step 4: Assess completion rates using colour indicators

Use the coloured completion rate indicators to quickly see who is performing strongly (green) and where there may be issues (amber, orange, or red).

Assess completion rates using colour indicators

Step 5: View avatars and identifiers for clarity

Use the avatar images or initials next to each name to quickly recognise who each performance line belongs to, helping you interpret the chart at a glance.

View avatars and identifiers for clarity

Step 6: Refresh the performance data

Click the refresh button on the widget to reload the latest task and performance information without leaving the dashboard.

Refresh the performance data

Step 7: Understand loading and error states

When data is loading, watch for skeleton placeholders, and if an error occurs, review the alert message so you know whether data is temporarily unavailable.

Understand loading and error states


Last updated: 2026-09-03