• Work Types

  Key Concepts What is Work? Simply put, work is any process that has a defined starting point, a defined ending point, and goes through...

  First posted: April 5th, 2022 2072 views 0 likes
• Work Type Modeler overview

  The sharedo modeller allows you to configure your work into the system. It includes the capability to model new work types, phase plans, workflow,...

  First posted: April 5th, 2022 1524 views 0 likes
• Create a New Work Type

  You can create a new work item from the sharedo Modeller. This article covers creating a work type and provides links to the associated...

  First posted: April 5th, 2022 1276 views 0 likes
• Grant Role Permissions for a Work type

  You must grant role permissions to user roles to allow them to contribute and read work types. If no users have read permissions for...

  First posted: April 5th, 2022 1299 views 0 likes
• Configure Data Capture for a Work type

  You can configure data capture for a work item from the sharedo Modeller. Key Facts Blade All work types have a key facts data...

  First posted: April 5th, 2022 1240 views 0 likes
• Delete a Work Type

  This function should only be performed by technical administrators.   You cannot delete an individual matter, the correct method of ‘removing’ a matter is...

  First posted: April 5th, 2022 764 views 0 likes
• Delete Instances of a Work Type

  This function should only be performed by technical administrators.   You cannot delete an individual matter, the correct method of ‘removing’ a matter is...

  First posted: April 5th, 2022 1133 views 1 likes
• Change Work Types from one Type to Another

  Users can change a work, instruction, or contact type into another. Use the Change Type feature if one of these types has been created...

  First posted: August 25th, 2023 675 views 0 likes
• Title and Reference Generator

  The Title and Reference Generator allows you to configure a work type to automatically generate titles and references for child work items, based on...

  First posted: October 27th, 2023 555 views 0 likes
• Link a Work Type to an Instruction

  ShareDo allows you to link work types. Instructions can have a special relationship with another work type. This is useful when an instruction work...

  First posted: November 3rd, 2023 458 views 0 likes
• Reparent a Work Item

  Overview In ShareDo, the hierarchy of work items plays a crucial role as it influences several vital aspects, including: The synchronisation of participant roles...

  First posted: August 23rd, 2024 156 views 1 likes
• Work Item Merge

  Overview Work Item Merge is a feature that allows instances of various work types to be merged into a single work item. For example,...

  First posted: January 10th, 2025 95 views 0 likes
• The Auto Close Descendant Feature

  Introduction ShareDo creates a network of tasks, matters, and other work items like payments and offers. However, when cases are cancelled or closed (finished),...

  First posted: January 21st, 2025 151 views 0 likes
• Work Scheduling

  The Work Scheduling settings card allows a configurator to define how a work item's lifecycle is calculated. Work Scheduling settings are mainly relevant to...

  First posted: February 24th, 2025 55 views 0 likes

Subcategories

Participants

11 Articles by 1 Author

Key Dates

5 Articles by 1 Author

Action Plans and Checklist

1 Article by 1 Author

Reminders and Notifications

4 Articles by 1 Author

Phase Plans and Guards

Define your work type phase plans and guards

6 Articles by 2 Authors

Approvals

2 Articles by 1 Author