Workstream concept

Manage the flow of work in a streamlined view.

A Workstream is a Timebook's way of presenting the flow and progression of work. You can use it to streamline project management in complex projects.

Workstreams are similar to as they help you look at in your preferred context. But they also offer a different perspective - with Workstreams, you can create a "cadence" to manage your work. Cadence is a regular, repeating pattern of time allocated for specific activities.

So, in short, a Workstream is a defined and repeating cycle in which a Team tackles a set of Work Items.

Open the dedicated section of a Planner and see the details of a selected Workstream.

This article describes Workstreams as a concept.

But there is also a dedicated Timebook component to view and manage all Workstreams belonging to one . For more details, see Workstreams (in Planners)

Create a Workstream

In Timebook, Workstreams are always created automatically.

All you need to do is go to the Planner's settings, select [Workstreams], press the [Enable Workstreams] button, and define your preferences. For more details, see Workstream settings

With the Workstreams feature enabled, Timebook will automatically generate Workstreams based on your selected starting day and cadence.

For example, you might set up Timebook to generate five upcoming Workstreams, starting the following Monday and lasting two weeks each.

Add Work Items to a Workstream

To create a Work Item in a Workstream:

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

2. Give your new Work Item a meaningful name. This item is now a part of your Workstream.

3. You can press anywhere on the Work Item tile to view and modify its details.

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To assign an existing Work Item to a Workstream:

1. Open a Work Item's card to see its details.

2. On the right side of the card, find the [Workstream] field.

3. Press anywhere on the field to open a list of available Workstreams. Select one of the options.

4. Your Work Item is now a part of the new Workstream.

Individual Workstreams also have additional features that you can access using the dedicated buttons in the top-right corner of the working area:

• The [Details] button opens a drawer with Workstream notes. This space can be used by Planner members to leave comments or instructions specific to this Workstream.

• The [Add to Bookmarks] button adds this Workstream to your favorites. Workstreams marked this way can be found in the Bookmarks module for quick access. For more details, see Bookmarks

• The [Statistics] button opens a drawer showing all the numbers behind the Workstream. You can track the completion rate or check the number of Work Items with particular statuses.

• Group and filter the contents of the Workstream or apply different layouts. For more details, see Work Item presentation

You can assign Work Items from different Lists to a single Workstream.

This allows tracking and managing work from different areas within one project.

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Related articles:

Workstream settings Planners Work Item concept

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