Team Dashboard

Track project status, milestone completion, and blockers for initiatives your team owns. The Team Dashboard uses a board view organized by workflow stage so you can see at a glance what is moving and what is stuck.

Who this is for

End User Admin

Prerequisites

• Assigned initiatives with defined milestones.
• Tasks created for active work items.
• Reviewed Dashboards & Reporting Overview.

Step-by-step instructions

1. Open the Team Dashboard

1. Navigate to Tasks from the top navigation.
2. Alternatively, select Team from the dashboard switcher.

2. Review project status

The board view shows initiatives grouped by stage:

Stage	Typical contents
Signals	Raw market signals awaiting review
Drivers	Value drivers being mapped and validated
Evidence	Evidence collection and verification
Review	Business case review and approval queue
Approved	Approved cases ready for export or realization

3. Track milestones

1. Each initiative card shows the next milestone due date.
2. A progress ring displays completion percentage.
3. Hover over the ring to see completed versus total milestones.

4. Manage blockers

Blockers appear as red badges on initiative cards. Click a blocker to:

1. View root cause — a short description of why the initiative is blocked.
2. Create a task — assign remediation work to a teammate.
3. Notify the stakeholder — send an in-app mention to the initiative owner.

5. Update task status

1. Use the inline task list below each initiative card.
2. Click the status dropdown to move a task:
3. Pending → In Progress
4. In Progress → Completed
5. Completed tasks update the milestone progress automatically.

6. Filter by assignee

1. Use the assignee filter to focus on your own work.
2. Admins can view the workload of any team member.
3. Use the Unassigned filter to find initiatives that need an owner.

Tip: Link tasks to stages

When creating a task, set the Stage field to signals, drivers, evidence, or review so it appears on the correct board column. This keeps the Team Dashboard synchronized with your workflow.

Permissions required

Role	Permission	Scope
User	View / Update tasks	Assigned initiatives
Admin	View all / Reassign / Escalate / Configure board columns	Tenant-wide
Executive	View	Portfolio

Limits and guardrails

Limit Each initiative supports up to 50 active tasks. Limit Milestone reminders are sent 3 days before the due date. Limit Board views load up to 100 initiatives at once.

Troubleshooting

Issue: Milestone progress does not update

Cause: The milestone is not linked to a task or actual value. Resolution: Edit the milestone and link it to a task in the Realization Plan tab. Ensure the task status is tracked.

Issue: Blocker badge will not clear

Cause: The underlying issue (for example, missing evidence) has not been resolved. Resolution: Open the initiative detail, navigate to the flagged tab, and complete the required action. The badge clears after the next health score recalculation.

Issue: Initiative missing from board

Cause: The initiative stage field is empty, or the initiative is archived. Resolution: Edit the initiative and set a stage. Check the Include Archived toggle if needed.

Issue: Cannot reassign a task

Cause: The task is owned by another user and you lack edit permissions. Resolution: Ask the task creator or an admin to reassign it.

Related pages

• Portfolio Dashboard
• Individual Dashboard
• Collaboration
• Dashboards & Reporting Overview

Escalation path

For task system failures or missing notifications, open a support ticket with severity P3.