Workstream User Guide

Workstream User Guide

Overview

Workstreams are a collaborative tool that enables users to manage and participate in various projects and tasks. This guide outlines the basic functionalities available to users within workstreams.

Navigating Workstreams

• Accessing Workstreams: Click on the 'Workstreams' view to see a list of all the workstreams you're part of.
• Viewing Items: Within a workstream, you can view different items such as tasks, stories, and documents by clicking on the respective workstream.

Creating Items

• To add a new item to a workstream:
  1. Click the green "+" button within the workstream.
  2. Fill in the details in the 'Create an Item' popup:
     • Title: Enter the name of the new task or item.
     • Location: Select the appropriate workstream for the item.
     • Item Type: Choose the type of item you are creating (e.g., General, Story).
  3. Click 'Save New Item' to add the item to the workstream.

Managing Your Items

• Edit Items: Click on an item to open and edit its details.
• Track Status: The status of each item (e.g., in progress, completed) can be tracked within the workstream.
• Assignees: You can see who is assigned to each item and, if permitted, assign items to yourself or others.

Collaboration and Communication

• Meetings: Schedule and attend meetings related to the workstream.
• Comments: Add comments to items to discuss with team members.
• Notifications: Receive updates on items you're involved in or watching.

Tracking Progress

• Board View: Some workstreams may have a board view where you can track the progress of items across different stages.
• Reports: Access reports to view the progress of the workstream or your items.

Conclusion

As a user, your interaction with workstreams centers on creating and managing items, collaborating with teammates, and tracking the progress of your tasks.