Work Items (in Planners)

View and manage all Work Items of all Planner members.

Tasks, stories, jobs, assignments, you name it. In Timebook, we have a collective term for it: Work Items. We have another article that describes the whole idea: Work Item concept

This article, however, explains the features of the [Work Items] section in . You can use this section to track and manage all Work Items in a single Planner.

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The middle pane

Use the middle pane to access Lists or see all Work Items in one view.

The middle pane in this section has two areas that can help you find and manage Work Items more effectively:

• At the top, there is the [All Work Items] area. It shows every Work Item created in the context of this Planner. Use it to see the work in a bigger picture.

• Just below, there is the [Lists] area that shows all the Lists created in this Planner. Use it for a more focused view and see how the work is divided into smaller projects. You can also use .

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The working area

Manage Work Items on the Planner level with the available options.

The main working area is on the right side of this section. It allows you to manage your Work Items by using the following features:

• [Edit] multiple Work Items at once. Press the dedicated button in the top-right corner, select several Work Items, and choose one of the .

• [Find] specific Work Items by their name. Press the dedicated button in the top-right corner and start typing.

• [Show filters] and use them to narrow down the number of Work Items on display. Press the dedicated button in the top-right corner and add filters based on different parameters. For more details, see Filters

• [Layouts] can help you see the Work items from different perspectives. Press the dedicated button in the top-right corner and change the presentation styles and grouping to match your preferences. For more details, see Layouts

• You can also press on any of the Work Items to see its details on a card. You can then edit the Work Item's parameters. For more details, see Work Item options and Work Item fields

You can drag and drop Work Items to change their position on the list or move them to a different group.

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How to create Work Items?

You can create Work Items in several places across Timebook. But in most cases, you can use the same method as the one presented below.

Add a new Work Item and open its card to manage the details.

Create a Work Item

1. Press the [New Work Item] button at the bottom of a List.

2. Give your new Work Item a meaningful name. The Work Item is now a part of the List.

3. Press anywhere on the Work Item's card to see its details. Use the available fields and options to adjust the Work Item to your needs. For more details, see Work Item fields and Work Item options

4. Close the Work Item's card to save your changes.

Note: Each new Work Item must be assigned to a List. If you create a Work Item in a specific List, the item is automatically assigned to it.

However, if you create a Work Item in the [All Work Items] area, we will assign the item to [Inbox]. This is the default List where we keep all the Work Items not assigned to any other List in this Planner.

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Related articles:

Work Item concept Work Items tab (in Teams) Work Item fields Work Item options

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