Projects and work
Assign, schedule, update, and complete a work item
Move a work item through its configured workflow while keeping the right people, dates, dependencies, reminders, and records attached. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user, manager.
- Project and Item Type access
- required fields
- status-transition permission
- related dependencies/forms where configured.
My Work → Work Items (#/items); project → Work Items (#/sites/:id/v2?tab=items)
Assign, schedule, update, and complete a work item
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Open the workspace
In JobBuddy, go to My Work → Work Items (#/items); project → Work Items (#/sites/:id/v2?tab=items).
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Confirm access and starting state
Project and Item Type access; required fields; status-transition permission; related dependencies/forms where configured.
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Complete the main setup
Use a generic lifecycle and call out company-defined variation.
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Review the important choices
Review create, assign/follow, schedule, update fields/status, comments/files, reminders, dependencies, complete/reopen, and why a required form or field can prevent completion.
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Verify the result
Move a work item through its configured workflow while keeping the right people, dates, dependencies, reminders, and records attached.
Expected result: Move a work item through its configured workflow while keeping the right people, dates, dependencies, reminders, and records attached.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Project and Item Type access; required fields; status-transition permission; related dependencies/forms where configured.
The result is incomplete or unexpected.
Fields and statuses differ by Item Type; permissions may be participant-restricted; assignment, schedule, reminders, dependencies, comments, forms, and completion can have separate effects.
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
- Move a work item through its configured workflow while keeping the right people, dates, dependencies, reminders, and records attached.
- 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.