Taking action on a work item

The options available for a work item vary depending on how it was set up.

In the example that follows, buttons for Approve and Reject are available.

Note: Depending on how your Inbasket and work items that are sent there have been set up, your Inbasket might look similar to the one shown in this example or it might be very different. The Inbasket itself will behave in a similar way.

From the Inbasket work item page, you can also view these tabs:

  • History

    This tab shows all the actions that have been taken to date on the work item.

  • Messages

    If additional information had been sent with the work item, you could click here to view it.

    You can also use this tab to send a message with your action. For example, if you rejected a request that was sent to you, you could send a message to explain why rejecting is necessary. If you want to add a message, you must do so before you click the action for example, Accept or Reject button.

    To add a message, click the Add button on the Messages tab and specify your content in the Subject and Message boxes.

  • Related Links

    You can use this tab to add or view any additional information that was sent to you through the work item.

    You can also use this tab to send additional information about the work item by attaching such things as forms or documents or links to documents Internet locations.

    See Adding a Related Link to a work item.