Create work items

Learn about the creating the work items in order to delegate work to be done and track its status.

  3 minute read  

To create a work item

  1. Choose the 🔎 icon, enter Work Items, and then choose the related link.

  2. Choose the New action.

  3. In the Assigned To field, enter the resource who is responsible for it.

  4. In the Start Date field, enter the date which specifies its scheduled start date.

  5. In the Project No. field, enter the project to which the work item is related.

    • In the Project Task No. field, enter the project task, if the work item is also related to some specific project task.

  6. Fill in the remaining fields on the Work Item page as necessary. Hover over a field to read a short description.

  7. On the Checklist FastTab, in the Related Work Item No. field, select the work item which should be done in order to complete the work for this work item.

    Leave the Related Work Item No. field empty when the checklist line is not specifically related to any work item and in this case write what needs to be done in the Description field.

To create a recurring work item

Use recurring work items to create a series of work items that are based on a master work item. You can set the recurrence pattern, such as daily, weekly, monthly, or yearly. The system will automatically create new work items based on the defined recurrence pattern.

  1. Create a work item as described in To create a work item.

  2. On the Recurring FastTab, the AssistEdit for the Recurrence Pattern field lets you specify the recurrence pattern for the work item.

  3. On the Recurrence Schedule Card, choose Daily, Weekly, Monthly or Yearly action to define the type of recurrence.

  4. In Start Date field, enter the date when the recurrence should start.

  5. In End Date field, enter the date when the recurrence should end.

  6. Fill in the other fields as necessary.

  7. Choose the OK button.

  8. The field Series Master on work item is automatically checked.

  9. The new work items are automatically created based on the chosen recurrence pattern and the number of the series master work item will be automatically entered in the Series Master Work Item No. field.

Each new work item will have the same title, description, and other details as the series master work item, but with a new start date and due date based on the recurrence pattern.

Checklist lines that are present in the series master work item, will also be copied to the new work items created from the series master. However, the checklist lines will not be linked to any other work item, and their progress will not be automatically updated based on the progress of any linked work item.

If a series master work item is modified, the changes will not be applied to the work items created from it.

If a series master work item is deleted, all work items created from it will also be deleted.

Create new work items by using work item templates

Using buckets on work items