Review work automation

Use the Work Automation hub to see which automated follow-ups are running on projects, tasks and portfolios, pause or stop one, and review what is waiting for approval.

In the sidebar, open Automation, then By Area, then Work. The page address is /work/lifecycle. The page heading reads Work lifecycle hub. It watches the automated sequences that run on portfolios, projects and tasks, such as follow-ups on stalled work, separately from work order automation.

Before you start

• Your role needs permission to view projects, tasks or portfolios to open the page, and the View lifecycle automation permission to see anything on it. Without the second, the page shows Lifecycle access is unavailable.
• Pausing, resuming and stopping a sequence, reviewing approvals and creating automations each need their own permission. Controls you lack are greyed out or missing.

Steps

1. Read the four tiles at the top: Visible automations, Pending approvals, Open enrollments and the next due action.
2. Scroll to Actionable enrollments. Each row is one project, task or portfolio currently inside an automation, with its Status, Subject, Current step and Next due date.
3. To hold a sequence, press Pause lifecycle sequence on its row. Press Resume when it should carry on.
4. To end a sequence for good, press Suppress future actions and confirm in Suppress future lifecycle actions?. The history stays; nothing further runs.
5. Press Why this happened to see the reasoning behind a step, or Open record to jump to the project or task itself.
6. To handle approvals, press Work domain approvals under Quick actions, or Review next approval to open the next one.

What you see

• Active automations lists the sequences set up for work, each with its Journey, Scope and when it was Updated. Builder, Runtime and Insights open an automation's settings, its live activity and its results.
• Interventions and holds collects blocks, holds and failed steps that need someone's attention.
• Recent work lifecycle activity shows what ran lately; Work lifecycle analytics shows results, when your role can see analytics.
• Open my work returns to your own lane. Open control plane and Global approval queue go to the organization-wide automation pages.

If something looks different

• A button under Quick actions reads View only, Approval review gated, Analytics gated or Content access gated: your role lacks that permission.
• Create work automation opens a builder drawer. Under Create or extend there is also a shortcut that starts from the Work follow-ups preset. Building an automation is an admin task; to stop or pause one for a single project or task, use the row actions above.
• Nothing is listed under Active automations: none has been created for this branch or organization yet.
• You want the same for leads and customers: see Review account automation.