The job of this console
Track the small units of work, assign them, and keep estimates honest. Do not log hours against a ghost item that is not on the task.
Project · Execution
Work Items
Track fine-grained activities including assignees, statuses, estimates, and logged effort.
Granular activity register under a deliverable, tied directly to timesheet and planner workflows.
Fine-grained execution
Activities, estimates, and logged effort
Work items are TaskActivity: assignees, statuses, estimates, and logged effort under a task. Timesheets should land on this grain when the org bills that way.
Projects → work items
Route
/project/workitems/:taskId
Contributor · Project Manager
Seat at the table
Doers and PMs. Capacity planning reads assignments that start here and on the task.
The working rhythm
Open from a task, add an activity, assign, update status, ensure timesheet can point at it.
Moments that bring you here
Sprint breakdown. An estimate overrun. A timesheet row with no activity. After a reassign.
ⓘ
Work item = TaskActivity
Not a separate WorkItem product table. Effort still rolls to timesheet and capacity.
Overview
Work items are the smallest planned unit under a deliverable and typically map to daily execution and time logging.
Screen layout
Header: Create work item, filters, sorting, search.
Body: Work item rows with type, priority, owner, duration, and status.
Header & filters
Use status/priority filters and team selections where available to focus execution queues.
Summary & charts
Activity-level charts and popovers can show logged vs planned hour patterns for selected records.
Main content & actions
Use row actions to update status, assign team members, and open detailed activity records.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Work item registerActivities across projects with filters.
- ✓CREATE work itemNew activity linked to deliverable/project.
- ✓Bulk actionsAssign, status change (permission dependent).
- ✓Summary analyticsType and status distribution charts.
Before you start
💡
Bulk cleanup
Filter status=assigned + overdue; bulk reassign in one pass.
📝
Billable flag
Set on work item or inherit from project — affects timesheet suggestions.
Who uses this screen
Delivery leads and contributors managing activities across projects — register view with bulk actions and type/status analytics.
ℹ️
Activity register
Alternative to taskboard for dense filtering and bulk updates — same underlying work items.
Key concepts
Work item register
Activities with project, deliverable, assignee, status, priority, type.
CREATE work item
New activity with checklist support and deliverable link.
Bulk actions
Multi-select status or assignee changes — PM permission.
Summary analytics
Type and status distribution charts in strip.
Checklist support
Sub-steps on activities tracked in activity charts.
Permissions
| Role | Access on this screen |
|---|---|
| Individual contributor | Create/edit own assigned work items. |
| Project manager | Bulk update; create for any project in scope. |
| Delivery lead | Full register in team scope. |
| Viewer | Read-only register. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| CREATE work item | New activity modal. | Link deliverable recommended. |
| SHOW / SORT / Filter | Status, priority, project. | Lux header pattern. |
| Bulk select | Checkbox column. | Enables bulk bar. |
| Bulk status/assignee | Apply to selection. | PM gated. |
| Summary charts | Type and status donuts. | Filtered scope. |
| Row click | Open detail drawer/page. | Same as taskboard card. |
| Export | Activity list CSV. | Reports supplement. |
Common mistakes
⚠️
Bulk assign without notification check
Assignees miss new work — confirm notify on bulk bar.
⚠️
Activities without project
Non-project work skews taskboard billable donut — link project when billable.
⚠️
Ignoring checklist
Checklist progress donut stays red — break work into checkable steps.
FAQ
Work items vs task-activity?
Same entities — work-items emphasizes register; task-activity adds five chart types.
Taskboard difference?
Kanban columns vs table — edits sync instantly.
Can I import activities?
Bulk import via admin/integration — not from UI register.
Checklist limits?
Org config — typically unlimited items per activity.
Workflows
- Create work item from deliverable context.
- Assign owner and due date.
- Track progress in Taskboard and Task Activity.
- Log time via web/mobile timesheet.
Tips & best practices
Tip: Missing priorities on work items reduce planner quality and overload detection accuracy.
More guidance
💡
Remember
Activities with project, deliverable, assignee, status, priority, type.
ℹ️
Work items vs task-activity?
Same entities — work-items emphasizes register; task-activity adds five chart types.