Introduction to Work Management
Learn how Work Management in PSOhub helps you structure, assign, track, and deliver project work using the project Plan, Kanban and Timeline
Published: 1 June 2026
Audience
- Admin
- Controller
- Project Manager
Objective
After reading this article, you will understand:
- What Work Management is in PSOhub
- How task lists, tasks, milestones, and checklists make up the project Plan
- Which views you can use to manage and track work
- How Work Management connects to time tracking, resource management, and reporting
- Which articles to read next when setting up Work Management
Introduction
Work Management in PSOhub is where project planning and execution come together.
Your project contract defines the commercial and financial structure of the engagement. Work Management defines how the work will be delivered, who is responsible, and how progress is tracked.
Each project has its own Plan – the set of tasklists, tasks and milestones that describe the work to be delivered. You access the Plan from the Tasks tab on a project, and you can manage it through different views, including List, Kanban, Timeline, and Grid.
Work Management helps Project Managers and delivery teams move from project setup to active execution. It gives your team a shared structure for planning work, assigning responsibilities, tracking progress, and connecting delivery activity to time tracking and reporting.
How Work Management Fits Into The PSOhub Workflow
Work Management sits between project setup and project execution.
After a project has been created and its commercial structure has been defined, Work Management helps you plan and manage the delivery of the work. This includes building the project Plan, assigning tasks, tracking progress, and connecting completed work to time tracking and reporting.
Work Management is most useful when your team needs a clear delivery structure. This is especially important when a project has multiple phases, deliverables, deadlines, assigned users, or milestones.
How the Project Plan Is Structured
The Plan is the work structure for a project. You open it from the Tasks tab of your project and organize it using a clear hierarchy.
| Work item | Purpose |
|---|---|
| Tasklist | Groups related tasks together, often by phase, workstream, deliverable, or project stage |
| Task | Defines an individual piece of work that needs to be completed |
| Checklist item | Breaks a task into smaller actions or substeps |
| Milestone | Marks an important delivery moment, review point, deadline, or project event |
This structure helps you break complex projects into manageable pieces of work. It also helps your team understand what needs to be done, who is responsible, and when work is due.
Setting Up the Plan On A Project
Once a project exists, you can build its Plan by adding tasklists, tasks, milestones, and checklists.
You can build the Plan manually or apply a template when your team follows a repeatable delivery process. Templates help standardize project setup and reduce manual work.
A typical setup includes:
- Creating the main tasklists for the project
- Adding tasks under each tasklist
- Adding checklist items where tasks need smaller substeps
- Adding milestones for important delivery points
- Setting dates, priorities, effort, and task details
💡 Tip: Use templates when your team follows a similar process for each project. This helps reduce manual setup and keeps your project Plans consistent.
👉 Related articles:
- Project Plan: How to Set Up Task lists, Tasks & Milestones in PSOhub
- How to Move, Copy & Delete tasks in a PSOhub Project Plan
- How to Create a Task List in PSOhub
- How to Create Tasks & Checklist Items in PSOhub
- How to Create a Milestone in PSOhub
Assigning Work To Your Team
After the Plan is in place, you can assign work to your team.
Task assignments help each team member understand what they are responsible for. Assignments also help Project Managers review workload, follow up on progress, and keep delivery moving.
Depending on your workflow, tasks may be assigned to:
- A specific user
- A resource
- A role
- A business unit
Assignments connect Work Management with planning and resource visibility by showing who is responsible for each task and when work is due. You can also update assignments during the project when priorities, capacity, or responsibilities change.
👉 Related articles:
- How to Assign Multiple Tasks to Team Members in a PSOhub Project
- How to View Tasks by Resource in PSOhub
Managing Work Using Plan Views
PSOhub gives you multiple ways to view and manage the same project work.
Each view uses the same underlying Plan data but presents it differently. This allows Project Managers and team members to manage work in the way that best fits their role and workflow.
Views are available in two places: inside a project (under the Tasks tab) and across projects (under the Tasks menu in the top navigation).
| View | Use it to |
|---|---|
| List | Manage tasklists, tasks, and milestones inside a project's Plan |
| Kanban | Manage task progress visually by status |
| Timeline | Plan and review work across dates, durations, and milestones |
| Grid | Review and update multiple task fields in a table format |
| Communication | Discuss tasks with the project team using @mentions for people and #mentions for tasks |
| My Tasks | Focus on the tasks assigned to you across all your projects |
| All Tasks | Review every task across the organization in one centralized view |
| Timeline (across projects) | Plan and review work across dates and deadlines for the whole organization |
👉 Related articles:
- Introduction to the Kanban Board
- Introduction to the Timeline / Gantt Chart
- How to Use the Grid View in PSOhub
- All Tasks: How to Track Tasks Across Multiple Projects
Tracking Progress and Booking Time
Work Management helps you track project execution through task progress, task completion, milestones, and planned dates.
As tasks are updated and completed, Project Managers can monitor how the project is progressing. This gives your team a clearer view of what has been completed, what is still open, and where follow-up may be needed.
When time is booked against tasks in the Plan, project activity becomes easier to connect with effort, budget usage, resource planning, and reporting. This gives Project Managers better visibility into both work completed and time spent.
👉 Related articles:
- Tasks and Milestones: How to Update & Mark Tasks Complete in PSOhub
- Completion Management Based on Tasks & Task Effort
- How to Book Time on a Task in PSOhub
How Work Moves From Setup To Delivery
A typical workflow in PSOhub is:
- Create or open a project
- Set up the contract and budget
- Build the plan from scratch or apply a plan template
- Organize work into tasklists
- Add tasks, milestones and checklist items
- Assign work to the right users, roles, resources or business units
- Set dates, effort, priorities, and other task details
- Update tasks as work is completed using the right plan view
- Track time against the relevant project work
- Review progress through task views, Timeline, and reports
This workflow can be adapted depending on how your team delivers projects. Some teams use detailed Plans for every project. Others use a lighter structure with only key tasks and milestones.
The best approach is to create enough structure to support clear ownership, progress tracking, and reporting without making project setup too complex.
What Happens Next
Once you understand how Work Management is structured, you can start applying it to your projects.
Begin by building the Plan on a project — task lists, tasks, and milestones. Then assign work to your team and choose the views that best support how you manage delivery.
As your team becomes more familiar with Work Management, you can use templates, Kanban, Timeline, and task views to standardize delivery and improve project visibility.
Next Steps
✅ Build the Plan on your first project
Set up the Plan for a project so your team has a clear structure for the work to be delivered.
How to create your project's plan
✅ Add your first task list
Create a task list to group related tasks together by phase, workstream, or deliverable.
How to Create a Tasklist in PSOhub
✅ Manage work visually with the Kanban board
Learn how the Kanban board helps you visualize task progress and spot workflow bottlenecks.
What Is a Kanban Board: Understanding the Kanban View in PSOhub
✅ Update tasks and milestones as work is completed
Keep your Plan accurate by marking tasks, checklists, and milestones complete from My Tasks or directly inside a project.
Tasks and Milestones: How to Update & Mark Tasks Complete in PSOhub