Work management
Work management overview
Find the project dashboard, project and release lists, and task workspace.
What this does
Manager/Admin: review project delivery and manage projects, releases, and tasks. Employees use Timesheet to allocate daily work to a project task.
Steps
- Open Project Dashboard for delivery summaries, or Projects to create and edit projects.
- Open Releases to review release status and effort, or Tasks to create, find, and update project tasks.
- Employee: Open Timesheet to allocate work time; see the DOC-4 guide for the full timesheet workflow.
Result
A project groups delivery work; optional releases organize milestones within it; tasks are assigned work items. Project, release, and task actuals reflect approved project time. See How projects, releases, and tasks fit together.
Related/Next guide: Create, view, and edit projects.
Related articles
- Create, view, and edit projectsManager/Admin: set up a project and update its delivery details.
- Create, view, edit, and assign tasksManager/Admin: create project tasks, assign ownership, and update task details.
- Project and release dashboards and reportsReview implemented delivery, workload, release, and financial summaries.
- Assets & inventory overviewFind company asset records, employee custody, and lifecycle summaries.