Use the Work List

The Work List displays tasks in active plans that are not complete and are assigned to the logged in user. To activate a plan, refer to Activate and Deactivate a Plan for more information.

A Work List Item, created on the Work List Setup page (Configuration > Work List) displays on the Work List after it has been created. Work List Items are not associated with plans, so do not require plan activation to display.

Plan Tasks and Work List Items display on the Work List and Work List Setup page. To differentiate between the two, a Plan Task has a Project and Plan name in the PROJECT and PLAN field on the Work List and Work List Setup page. These fields are blank for Work List Items. Refer to Plan Tasks versus Work List Items for more information.

To access the Work List, click the blue tab on the Quick Panel. The number on the tab indicates how many incomplete tasks are assigned to the logged in user.

NOTE: To close the Work List, click the X in the Page toolbar.

The Work List’s Horizontal View allows a user to:

  • View the schedule status of a task. Refer to Set Parameters for Schedule Status Calculation for more information about how a schedule status is set for a task.

  • Upload a file to a task. Refer to Upload Files to a Plan, Task or Work List Item for more information.

  • Access a page with binding criteria if a task has Work List binding criteria configured. Refer to Add Work List Binding Criteria to a Work List Item or Plan Task for more information.

  • Move tasks through the workflow by clicking the Next Action icon. When the user hovers the cursor over the Next Action icon, the tool tip displays whether clicking the Next Action icon will start or finish the task.

  • Track the status of each Plan Task or Work List Item as it moves through the workflow from Ready to In Progress. Once a task is in Completed status, it no longer displays on the Work List. Completed Plan Tasks display on the Plan Task page and the Work List Detail page. Completed Work List Items display on the Work List Detail page only.

    NOTE: Refer to Task Status for more information about how Plan Tasks and Work List Items move through the workflow.

  • View additional details about tasks such as task status, planned start date and planned finish date.

  • Access the Work List Detail page to view the tags and resources associated with a task. Refer to View Work List Details for more information.

On the Work List’s Vertical View, a user can:

  • Add a comment.

  • Add a late comment.

    NOTE: Comments or late comments may be required, depending on how the task is configured. Refer to Set Comment Requirements for Tasks for more information.

    NOTE: The Late Comment icon is disabled when the schedule status for a Plan Task or Work List Item is not late (i.e., its schedule status is on time (green) or behind (yellow)). The Late Comment icon is only available when a Plan Task or Work List item’s schedule status is late (red).

  • Access a page that is bound to the selected Plan Task or Work List Item without passing binding criteria. Work List Binding Criteria sets the key to pass to a page. After binding criteria is added to a Work List Item or Plan Task, when a user clicks the link for the page on the Work List, the page opens with the data associated with the key displayed. If the user clicks the Unbound Page icon, no binding criteria is passed to the page. Refer to Add Work List Binding Criteria to a Work List Item or Plan Task for more information.

    NOTE: A user’s security settings will affect whether the user can access the page, and if the user can update data on the page.

  • View the Microsoft Project ID for the Plan Task, if the task was added during an import. Refer to Import Project Files into dspTrack™ for more information.