About Work Center

Work Center is the end-user interface that brings the power of all of your SBM-powered solutions and applications to a single portal.

From a single entry point, users can:

Use activity, backlog, calendar, kanban, and dashboard views to quickly access information pertinent to all applications or specific applications and applications groups.
Submit new work items into projects assigned to any application, projects in a specific application, or their preferred projects.
Search for items in all applications or in a specific application.
Create feeds that populate data in views.
Browse notifications that reflect changes in the system.

For more information about Work Center, refer to the help on the Documentation Center.

Administrative Tasks for Work Center

Administrative tasks for Work Center that you perform in Application Administrator include:

Creating application groups so users can view easily information specific to the applications in each group. Refer to Creating Application Groups.
Pinning applications or application groups to the Work Center toolbar. This can be done for all new users or for specific groups and users. For details, refer to Configuring the Work Center Toolbar.
Ranking the importance of each group and team for views and reports that appear in the Work Center side menu. See Prioritizing Groups and Teams.
Showing or hiding categories in the Work Center side menu for groups and users. Refer to Configuring Work Center Side Menu Categories.
Pinning SLA reports to the Reports side menu in Work Center. This task is performed in Application Administrator. Refer to Enabling SLA Reports in Work Center.
Configuring system settings that impact end-users. See Configuring System Settings.
Pinning shared views and non-private reports to the Work Center side menu for groups, teams, and users. Refer to Work Center Side Menu Settings.
Creating resource teams so users can easily share views with different sets of users. For details, refer to About Resources.
Adding end-user help text to projects to guide users as they search for projects when they want to submit new items. This task is performed on the General tab for each project in Application Administrator.

Administrative tasks for Work Center that you perform elsewhere include:

Customizing system views in Work Center. For details, refer to Managing System Views.
Designating Single Selection or Numeric fields that calculate estimated and actual time spent on items in Backlog views. Refer to Preparing for Backlogs.
Configuring Work Center search settings. For details, refer to Configuring the Global Search Feature.
Modifying the default purge period (30 days) for the Notifications view. This task is performed in the SBM Configurator and is available for on-premise customers only. For details, refer to the SBM Installation and Configuration Guide.
Modifying default branding and labeling. This task is performed in Work Center. Refer to Customizing Work Center Branding.