About work items

Work items clearly define the project deliverables, expectations, and responsibilities for the project, phase, or person.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators
  • Portfolio Editors
  • People Schedulers
  • Project Editors

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

When you add a work item to a person's project assignment, they'll see it on the Today view of their personal page. 

Add a work item to a project

  1. In the top navigation, select Projects, and then select a project. 
  2. Select Worklist.
  3. Select + Work Item for the entire project of the specific phase. 
  4. In the panel that opens, select a work item either for the entire project or a specific phase.  
  5. An editable row appears. Enter the work, outcome, or deliverable.
  6. Select the row, and use the panel on the right to edit the work item assignment, dates, phase, notes, and task list.