Learning Track
This Help Article appears in the Project Management in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Project Management in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
The Project Worklist shows all Work Items and assignments for a project, organized by phase. You can see all the work, its status, and who it’s assigned to. Using the Worklist, you can communicate and track the actual work within the project while staying high-level to focus on the project’s outcomes.
From the Worklist, you can create and edit project plans and indicate who should work on what and when. And you can add Work Items to indicate key deliverables or milestones within the project or specific project phases.
Before you can use the Worklist, you must set up a project.
Phases are a flexible way to break down a project into different kinds of work.
Add phases first, then add Work Items to each phase.
Set the dates for each new phase as you create them; the next phase you add will start immediately after the previous phase ends.
Work Items clearly define the project deliverables, expectations, and responsibilities for the project, phase, or person.
To add work items:
Hovering over a row activates + Work Item text at the very bottom of the project or phase grouping, allowing you to quickly add a description of the work or outcome that will be associated at the project or phase-level
If you create a Work Item from the top of the Work List, you still need to assign it to a team member. If you create a Work Item from a person on your list, it’s automatically assigned to that person.
You can duplicate a Work Item, copying it to either the project or a phase in the project. This can be useful when you when:
Only Administrators and Project Managers can delete Work Items. Deleting a Work Item deletes the entire row and all its contents, including the assignment. Any time already tracked to the assignment is retained.
There are two ways to add a Team Member to the Worklist:
To add a Team Member to multiple phases:
All assignments have start and end dates. Depending on whether the person is assigned at the project or phase-level, assignments will inherit the project or phase start and end dates by default.
You can specify a status for each Work Item to identify and communicate the real-time status for current project work. Administrators, Project Managers and the person assigned to the work can change the status over the course of a project will enable you to capture historical changes. Use this information to uncover insights about how work can run more smoothly.
Statuses can be used to visually identify items within a project that need attention and can be customized to suit your organization’s unique vocabulary.
When you change a status, the newly set status is shown wherever that Work Item appears, until it’s modified again.
For more information, see Work Status.
Project and phase dates change. If you’ve already defined phases and assignments, you can shift the dates without editing each item.
Shifting a project moves all phases, assignments, and due dates for tasks.