Learning Objectives:

After completing this module you should be able to _____.

  • identify the four main types of items you might engage with and where they originate from.

  • give examples of how an item you're working with might be interacted with from multiple places in the app.

  • explain how individual ownership for each element of work is achieved in the app.

Product Feature Keywords:


WATCH:

There are four item types you'll interact with the most while working in the app.

ACTIVITY

Start a note to record thoughts on this course.

Step-by-step directions:

  • Click the + icon in the upper right and create a new Note.

  • Click Assign to "Me"

  • Title the note, "Learning Notes"

  • In the text area of the note, copy and answer these questions for yourself:

    • What do you hope to take away from this course?

    • What is your favorite aspect of the app (and why)?

    • What aspect of the app is the most confusing (and why)?

  • Click the "Add" button

  • Where did your note go? Don't worry, it's saved safely. Use the Global Search in the upper right to search for your note.

WATCH:

The items you work with can be accessed in different ways depending on your working preference.

WATCH:

True ownership means one person, no more or less, assigned to every deliverable.

READ:

Every item has a status, which can tell you a lot about how to treat that item. Your practice may also have created additional custom statuses unique to your workflow.

When answering emails, marking the status complete is a good way to show teammates the matter is resolved. Or, a status of "in progress" can indicate you're working on it.

However, for some teams the extra step of setting the status may not be worth the effort. Talk with your team to decide what level of visibility is helpful for the way you work together.

Most practices configure task statuses to automatically update to "ready to start" when the preceding tasks are complete. When you tick the box to show you have completed a task, the app automatically updates the status to complete. Because of this automation, manually updating the status of tasks is rare, so talk to your team or manager about what's right for you.

Work items often have more available statuses since they’re longer projects going through multiple phases. The different statuses can be very helpful for management reporting. To keep that reporting consistent, work status is typically updated automatically as project milestones are reached. So, check with your team before making any manual updates.

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