Work Items Panel

The Work Items panel is where you see the list work items corresponding to the view you have selected in the Views panel.

From the Work Items panel, you can:

Select work items and perform operations on them or view detailed information in the Instance Detail panel
Search for work items that match certain conditions
Save views with sets of search conditions, for later use
Create presentations, where you define the columns you want to see in a view
Bookmark instances for later easy access
View the work items distribution in a chart

Columns

In the Work Items panel you can choose the columns that are presented in a given view. You can define the columns you want to see, and save column arrangements. A particular column arrangement is known as presentation.

The following columns are available:

Actions
Activity
Activity Deadline
Copy
Creation Time
Deadline
Description
Has Attachments
Has Notes
Initiator
Initiator Name
Instance Number
Parent Copy
Participant
Priority
Process
Process Deadline
Received
Status
Task Participant

Special Columns

You can add or remove any column from your presentation except for the Actions column, which is always shown and is always the rightmost column. This column is identified by an ellipsis (...). You click on the ellipsis to edit the Presentation. The Actions column shows the actions you can perform on each work item. If your participant can do nothing with the work item, no action icons will appear. Otherwise, one or more of the following actions will be shown:

Icon	Action Name
	Grab
	Execute
	Send

The Priority column is indicated by an icon (

), and priority level is shown by the color of the priority flag. If there is no flag, priority is normal. Priority status can be one of the following:

Flag	Status
	Highest
	High
none	Normal
	Low
	Lowest

The Status column shows an icon with the current status of the work item.

Selecting Work Items
There are two modes of work item selection. You can select work items by clicking anywhere on the work item row, or you can select work items by setting the checkbox. Each mode of selection has a different use.
Searching for Work Items
If there is no view configured to retrieve the set of work items you need, you can perform a search based on conditions you specify.
Saving a View
You can create custom views that specify which work items are displayed and how they are displayed. When you create a custom view, you can select it in the Work Items panel or from the Views panel.
Creating a Presentation
A presentation defines a column arrangement to be used when viewing instances in the Work Items panel. When looking at a view, you can use an existing presentation or create a new one to be associated with that view.
Bookmarking Work Items
To help you easily access specific work items, you can bookmark work items and recall them from the Bookmarks view (a default view).
Removing Bookmarks from Work Items
You can remove bookmarks from bookmarked work items in the Work Items panel, using the Bookmarks view.
Exporting Work Items to File
In the Work Items panel, you can export work items from the current view to a PDF or CSV file.
Viewing in a Chart the Distribution of Work Items
You can view in a chart the distribution of items in the Work Items panel.

Parent topic: Default Panels