OnePlan

What are work types & how do I use them?

Updated Jan 29, 2020

This article explains what work types are and how to use them.  

Your OnePlan group may have different work types configured per your business process.  You may not have any extra work types configured.

What are work types?

By default, OnePlan comes with Tasks as the main/only work type.  A work type is a category of the way work is done, such as with different scheduling methods, processes, etc.  Examples of other work types include Issues, Risks, Backlog, etc.  They are configurable to align to your business needs, which is done by the Admin.  When looking at the Work Plan pages, views are saved for that specific work type.  The additional work type items show in Timesheets & My Work.  When 'Show All Work' is selected in the Work Plan Scheduler, the all work results align to whichever work type you're viewing.  

Navigate to the Work Plan.  Regardless whether you are viewing the Grid, Scheduler, or Board, you can select the work types.  You may have a task schedule, whether built in the Work Plan directly or integrated from another tool, such as Project Desktop or Project for the Web.  But, to track other work that needs to be done, select the appropriate work type, such as Issues.  Add the items to the Work Plan for that work type.  

OnePlan - Google Chrome

Add & Manage Work Items

Add & manage work items for the selected work type.  There is a default view per work type.  You may save views as needed per work type.

All work items, from the various work types show in the My Work & Timesheet pages as well.

Backlog Work Type

When the Backlog List App is added to your OnePlan group, a new work type called Backlog gets created.  The fields and views are also added.

Previous Article What Shows on the Plan Grid View Header?
Next Article How Do I Create a Task from the Plan Grid?