A Stratex worklist is a prioritized list of initiatives assigned to a user that are in various stages of the workflow. This helps ensure that each initiative is addressed systematically, allowing for better oversight, resource allocation, and timely completion of projects. The worklist integrates with the dashboard to provide real-time updates and facilitate effective project management and decision-making.
Key Concepts
The Stratex worklist on the dashboard contains the below concepts as a summary of each initiative:
Initiative Title
Initiative Stage
Investment Amounts
Status (Draft, In Progress, Sponsor Review etc.)
Instructions
To use the My Worklist Page:
Navigate to Managment >My Worklist.
Configure filters and metrics to display data in a format that suits your needs.
Each Initiative can be accessed directly through the worklist once selected.