Add Work List Items

Work List Items, like Plan Tasks, display on the Work List unless they are in Completed status. After work on a Plan Task or Work List Item completes, they can be viewed on the PlanTask page only.

Work List Items, added on the Work List Setup page, are not assigned to a plan and do not have predecessor tasks. They cannot be in a Waiting on Dependency status and cannot have Tags assigned.

Plan tasks, added on the PlanTask page, are assigned to a plan and can have predecessor tasks. They can be in Waiting on Dependency status.

Refer to Plan Tasks Versus Work List Items for more information.

On the Work List Setup page, Plan Tasks and Work List items can be edited.

To add and configure a Work List Item:

  1. Select Configuration > Work List.

  2. Click Add; Vertical View displays.

    View the Work List Setup page’s Vertical View

  3. Enter an item name in the ItemName field.

  4. Enter a description of the item in Item Description field.

  5. Select a Planned Start Date by clicking in the field, selecting a date and clicking Done, or enter the date in the format MM/DD/YYYY.

  6. Select a Planned Finish Date by clicking in the field, selecting a date and clicking Done, or enter the date in the format MM/DD/YYYY.

    **NOTE:**The planned finish date must be later than the planned start date.

  7. Select a component name: page name in the Page ID list box. For example, select Target Design**: Targets**.

    NOTE: The Key Name(s) for the page selected in this list box displays on the Work List Binding Criteria page after the Work List Item is saved. On the Work List Binding Criteria page, the user selects a key description, then a key value for the key name from a list box.

    NOTE: A link to the page selected in LinkToPage list box displays on the Work List for this item. When a user clicks the Page ID icon, the page opens and displays using the data entered on the Work List Binding Criteria page. The Work List Binding Criteria page is populated with data for the Work List Item once the item is saved. Refer to Add Work List Binding Criteria to a Work List Item for more information.

    NOTE: If a LinkToPage is not selected for the item, the Work ListBindingCriteria page does not display any records for the selected Work List Item.

  8. Click Save.

**NOTE:**This item displays on the Work List for users assigned to the item. Refer to Add Users to a Work List Item for more information.