Setting up work processes

Learn about the setting up work processes.

1: Setting up buckets
2: Setting up work processes

A work process defines the stages (buckets) a work item goes through, from creation to completion. It provides a structured workflow for managing and tracking work within a project.

1 - Setting up buckets

Buckets are used to define the stages in the work item life cycle - what we refer to as a work process.

To set up a bucket

Create a record for each bucket that you want to use in the work item life cycle (work process).

Choose the 🔎 icon, enter Buckets, and then choose the related link.
Choose the New action.
Fill in the fields as necessary.

Using buckets on work items

When a work item is created, it is assigned to the first bucket in the work process of the project that matches the progress of the work item.

When the progress of a work item is changed, the system will automatically move the work item to the first bucket in the work process that matches the new progress or when a work item is moved to a new bucket, the system will automatically update the progress of the work item to match the progress of the new bucket.

Note

The bucket of a work item cannot be changed if the work process is not enabled. This can in effect block change of the progress as changing progress will change the bucket, if a work process is used.

2 - Setting up work processes

Work processes are used to manage work item life cycle through buckets.

To set up a work process

Create a record for each work process that you want to use to ensure that work items are completed in a systematic way.

Choose the 🔎 icon, enter Work Processes, and then choose the related link.
Choose the New action.
Fill in the fields as necessary. Hover over a field to read a short description.

Note

The work process cannot be enabled until at least one bucket is defined for each progress step.

To set up a work process buckets

Go to the Buckets FastTab on the Work Process Card page.
Enter at least one bucket for each progress step.
If you want to start using the work process and its buckets on projects and related work items, after setting up the work process and its buckets, select the Enabled checkbox on the General FastTab.

Tip

Priority is used to control the order of the bucket in the work process. Lower numbers indicate higher priority.

Assigning work process to projects

Each project can have a work process assigned to it and all the buckets in the work process are available for use in the project. The first bucket in the work process is used as the default bucket for new work items created in the project.

Note

Only enabled work process can be assigned to projects.

To assign a work process to a project

Choose the 🔎 icon, enter Projects, and then choose the related link.
Select a Project and choose the Edit action.
Fill in the Work Process Code field.

To assign a work process to a multiple projects

Go to the Work Process Card page.
Choose the Assign action.
On the Filter: Project FastTab on the Assign Work Process page, enter the filters in order to assign a work process to selected projects.
On the Options FastTab on the Assign Work Process page, select Replace Existing Work Process checkbox if you want to replace the existing work processes on selected projects. Otherwise, a work process will be assigned only to selected projects where Work Process Code field is blank.