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  • ✨What's New in Enate
  • Work Manager
    • 💻Work Manager
      • Home Page
        • Bar Chart and Grid
        • Team Bar - Viewing Your Team
          • Team Bar for Team Members
          • Team Bar for Team Leaders
      • Setting Teams and Queues
      • Quickfind
        • Quickfind Searches with Custom Data Fields
        • How Quickfind works - specifics
      • Managing Contacts
        • Adding, Editing and Deleting Contacts
        • Contact Management Page
        • Contact Activity Page
        • Contact Tags
        • Contacts Card
      • Emails
        • Composing Emails
        • Canned Texts
        • Email Attachments
        • Saving an Email as a Draft
        • Scheduling Emails
        • Email Inbox View
        • Sent Items View
        • Outbox View
        • Unprocessed Emails
          • Unprocessed Emails Further Specifics
        • Blocked Email Addresses
        • Incoming Emails - Processing Logic
          • Dealing with Incoming Out of Office Emails
      • Notifications
      • Getting New Work
      • Creating New Work
        • Bulk Create Work Items
      • Work Item Overview
        • Overview of Work Item Types
        • Adding a Note
        • Timeline
        • Files Tab
        • Time Tracker Card
        • Custom Cards
        • Viewing Recently Accessed Work Items
      • 处理票据
        • 票务屏幕
        • 处理票据
        • 将工单合并到另一个工单/案例/操作
        • 分割票证
        • 将票据转换为案例
      • Working with Linked Work Items
        • Linking Existing Work Items
        • Creating New Linked Work Items
        • Viewing Linked Work Items
        • Sharing Emails between Linked Work Items
        • Related Group vs Linked Work Items
      • Working Between Teams
      • Assigning / Reassigning / Unassigning Work
      • Feedback Features
      • Views of your Data
      • User Settings
      • Navigation Items
      • Test Mode
      • Multilingual Support
      • Appendix
        • Potential Validation Errors for Bulk Creation of Work Items
        • Search terms ignored - further details
        • System behaviour for Determining Assignee, Owner & Queue for Work Items
        • Screen Resolution Support
  • 💬Feedback
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  1. Work Manager
  2. Work Manager
  3. Work Item Overview

Overview of Work Item Types

PreviousWork Item OverviewNextAdding a Note

Last updated 2 years ago

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There are three types of Work Item in Enate:

  • – Used for modelling single-part activities, e.g. queries. Tickets are standalone and are not part of a business process. Can be promoted to become a specific type of Case.

  • – Used for modelling multi-part activities (i.e. business processes).

  • – the constituent parts of a Case, i.e. a Case is made up of a flow of Actions. Contains a set of instructions, often a checklist of activities to track progress within the Action. These can be manual (can be carried out by humans and bots) or automatic Actions, e.g. auto sending an email.

💻
Tickets
Cases
Actions