Start Managing Projects with Worklists

Worklists in ButtonShift are a minimalistic yet agile project management tool designed to cater to most of your organizational processes or projects. From managing sales pipelines to tracking social media calendars, Worklists allow you to define custom workflows, set priorities, assign tasks, track progress, communicate with your team, and measure outcomes.

How to Create a Worklist

You have the flexibility to create Worklists at different levels within ButtonShift: Directly in your workspace, within a Space, or even inside a Collection. 

Follow these steps to create a new Worklist:

1. Initiate Creation:
   • From your Workspace Home: Click on the “Add New” button.
   • Inside a Space or Collection: Click on the Worklist icon (usually found within the Space or Collection interface), then select “Create Worklist.”
2. Give it a Title: Enter a clear and concise title for your Worklist.
3. Add a Description (Optional): Provide a brief description to give context to your Worklist.
4. Select Managers & Admins: From your workspace contacts, select the relevant managers and administrators who will oversee this Worklist. They should be automatically listed for easy selection.
5. Add Members and Set Access: In the section below, add the members who will be part of this Worklist. For each member, select their access level:
   • Full: Grants full access to manage and contribute to tasks within the Worklist.
   • Limited: Provides restricted access, typically for viewing or specific task contributions.
6. Note: When creating a Worklist within a Space or Collection, you can optionally enable “Inherit settings.” Turning this on will automatically sync the Worklist members with the members of the parent Space or Collection.
7. Define Custom Statuses: Create new statuses and categorize them under the three main status categories:
   • Not Started: For statuses that indicate a task has not yet begun or is on hold.
     • Examples: ‘To Do’, ‘On Hold’, ‘Pending Review’
   • In Progress: For statuses that indicate active work on a task.
     • Examples: ‘Drafting’, ‘Review’, ‘Proofreading’, ‘Developing’
   • Completed: For statuses that indicate a task requires no further action.
     • Examples: ‘Done’, ‘Published’, ‘Released’, ‘Deployed’, ‘Approved’
8. Define Priorities: Set the different priority levels that tasks can be assigned within this Worklist (e.g., High, Medium, Low, Critical).
9. Click Create Worklist: Once all the details are entered and configured, click the “Create Worklist” button.

Watch this quick video to understand the steps involved in creating a Worklist. 

In a Nutshell: How To Create A Worklist 

Additional Articles to Help You Get Started with Tasks:

• What is a Plan?
• How to import tasks to a Plan?