Projects and work
Find and update work with filters, groups, saved views, and bulk actions
Build a repeatable view of work, understand why records are excluded, and make supported bulk changes safely. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user, manager, company admin.
- Access to included projects and Item Types
- update/delete permission for bulk mutations
- configured fields for filters.
- Use only bulk actions currently displayed for the selected rows.
My Work → Work Items (#/items); saved-view administration where exposed under #/admin/views
Find and update work with filters, groups, saved views, and bulk actions
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Open the workspace
In JobBuddy, go to My Work → Work Items (#/items); saved-view administration where exposed under #/admin/views.
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Confirm access and starting state
Access to included projects and Item Types; update/delete permission for bulk mutations; configured fields for filters.
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Complete the main setup
Use search, Item Type, project, and status filters choose grouping and sort
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Review the important choices
save the view where available select only intended rows
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Check status and follow-up
preview the displayed bulk action and clear selection when finished.
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Verify the result
Build a repeatable view of work, understand why records are excluded, and make supported bulk changes safely.
Expected result: Build a repeatable view of work, understand why records are excluded, and make supported bulk changes safely.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Access to included projects and Item Types; update/delete permission for bulk mutations; configured fields for filters.
The result is incomplete or unexpected.
Filters depend on custom schemas and project permissions; groups/sorts change presentation but not access; saved definitions can drift when fields are changed; bulk delete/archive actions have different consequences.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Build a repeatable view of work, understand why records are excluded, and make supported bulk changes safely.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.