Handle unplanned work effectively
In this step, you will learn how to manage unplanned work by using issues as a communication tool in project management. You will understand the difference between updates and issues, and why issues are better suited for tasks that need to be assigned, tracked, and resolved before project completion. The video will guide you through the process of logging issues, setting priorities, and configuring email notifications. You will also explore best practices for issue management, including monitoring issues frequently and converting them into tasks for better planning and execution.
Key takeaways
- Issues vs. Updates: Use issues for tasks that need to be assigned, tracked, and resolved before project completion, as they are easier to monitor and organize compared to updates.
- Logging Issues: Issues can be logged at the task or project level via the ISSUES tab. Priorities can be set, and email notifications can be configured for assignments and updates.
- Best Practices for Issue Management: Monitor issues frequently, create custom reports for efficiency, and provide clear explanations for unresolved issues to avoid repeated questions and build a historical record.
- Encourage Communication: Show gratitude in responses to encourage team members to log issues and communicate effectively, ensuring smoother project management.
- Convert Issues to Tasks: Issues can be converted into tasks and integrated into the project timeline for better planning and execution.
Next, you will discover how to make and manage requests within Workfront, streamlining your project management process.