Filling in a Work Item Form

The form that appears when you open a work item is specific to your process template. You create forms that relate to your specific business.

Your company will instruct you in properly filling out the forms that they have designed.

Press Tab to move from field to field on the form.

Some fields may include a dropdown menu from which you can select the valid options—they contain - Select - and an arrowhead. Click the field to display the options you can choose from.

A date picker may be available to enter dates in date fields. Click the calendar icon next to the date field. A calendar is displayed from which you can choose a date; clicking a date in the calendar causes it to be entered in the field.