With the work items feature, you can route finished and in-progress content (forms) to yourself or another worker. Your work items exist in your personal workspace.

While you can create work items from forms and finished content on mobile, your personal workspace only exists on web. Any work items created on mobile will appear in your personal workspace once they've synced.

A note on forms: This feature is different from form sharing, where you @mention workers to collaborate on a form. Work items are meant for an individual worker to complete or take note of the form.

To the right of the search bar, you'll see a briefcase icon that opens your workspace. The briefcase icon can be accessed from anywhere within Traverse.

A red badge will appear on the briefcase icon when you have new items to review.

Each work item links to content and has a status. Your agency may create sets of statuses to align with your processes, which are called custom workflows in Traverse. But out of the box, work items are assigned to Traverse's default My Work workflow, which includes four statuses of New, In Progress, Follow Up, and Complete.

You can filter the list of work items by work items assigned to you, work items sent by you*, workflow (with that access), status, flagged items, connection, work item assigner, or work item type (content type or form name).

​*The Sent by me filter lists work items you created and work items last assigned by you, if those work items were assigned to others. Work items you assign to yourself won't show up in this list; they'll be in the Assigned to me list. If someone else reassigns a work item you last assigned, it will be removed from the Sent by me list.

Tip: Use the Include completed toggle to include complete work items.

More filters are available if you have workflows and work sharing access (see Managing workflows and Work sharing).

Workflow users can see unassigned work items and click Assign to me to assign those work items to themselves. Plus, within the custom workflows, workflow users can see a board view of work items and move work items across the board to change their statuses.

Board view will hide and reset any status filters you've set.

Some work items in a workflow will automatically move to a different status based on due date. Your agency configures these workflow rules. If you create, change, or reassign a work item and it falls within the parameters of a workflow rule, that work item will move statuses immediately.

To create a work item, simply open a content item or form and click Create a work item in the right-hand panel.

If you see values in the window that appears, the content type or form has been configured by your agency to have work items with default values (See Managing work item configurations).

You can add a due date, flag the work item if it's high priority (on web), and add a comment to the work item. Then assign it to yourself or another worker (recipient).

If you see a custom workflow listed (not My Work), you can assign it to a worker with access to that workflow, or you can check the Route to workflow as unassigned box so that anyone with access to the workflow can reassign it. These work items will appear in the Unassigned filter within your workspace's workflow filter.

When you click Create, that work item will appear in the appropriate work item list(s).

You can also create work items as you scan, upload, or virtually print files into Traverse. Check out these articles to learn more:

Caution! If you delete a content item or form, any work items created from the content item or form will also be deleted from a workspace.

Traverse keeps an audit trail of where work items have been routed and how they've been managed over time, which can help your agency avoid duplicate work items.

You can access this information when you click View details next to a work item. (The Work item details window will appear.)

Within incomplete work items, you can click Reassign to reassign the work item. In the Reassign a work item window that appears, you can change the work item status, due date, flagged status, and comment, then select the worker you'd like to receive the work item.

​If you see a custom workflow listed (not My Work), you can assign it to a worker with access to that workflow, or you can check the Route to workflow as unassigned box so that anyone with access to the workflow can reassign it. These work items will appear in the Unassigned filter within your workspace's workflow filter.

Click Save in the Reassign a work item window to complete the reassignment.

If you've opened a content item or form, you can see the work items created for it by clicking View created work items in the right-hand panel.