---
title: View and Manage Work Items
description: Datadog, the leading service for cloud-scale monitoring.
breadcrumbs: Docs > Incident Response > Work Management > View and Manage Work Items
---

> For the complete documentation index, see [llms.txt](https://docs.datadoghq.com/llms.txt).

# View and Manage Work Items

## Overview{% #overview %}

On the [Work Management page](https://app.datadoghq.com/work), work items can be sorted by creation date, status, or priority. By default, work items are sorted by creation date. Toggle between **List** view and **Board** view: The List view provides a detailed table, and the Board view offers a Kanban board with drag-and-drop functionality.

To make bulk edits to work items within a project, use the checkboxes to select one or more work items. Then, use the drop-down menus to perform actions in bulk, such as status management, assignment, and archiving. When work items are moved to a different project, they are assigned a new work item ID. The old work item URL does not redirect to the new work item.

## Keyboard shortcuts{% #keyboard-shortcuts %}

Use the following keyboard shortcuts for swift navigation:

| Action                  | Shortcut       |
| ----------------------- | -------------- |
| Move up                 | `↑` or `K`     |
| Move down               | `↓` or `J`     |
| Select work item        | `X`            |
| View selected work item | `Enter` or `O` |
| Create a work item      | `C`            |
| Set status              | `S`            |
| Assign to user          | `A`            |
| Set priority            | `P`            |
| Move to project         | `V`            |
| Archive / unarchive     | `E`            |

## Search work items{% #search-work-items %}

Within a project, you can search for work items by:

- **attribute key-value pairs**: For example, to find all work items created from Event Correlation patterns, search for `creation_source:Event Management`. For work items created from individual events, search for `creation_source:Event`.
- **title**: Surround your search term with double quotes. For example, to find all of your work items containing the term "kubernetes pods" in the title, search for `"kubernetes pods."`

To compose a more complex query, you can use the following case sensitive Boolean operators: `AND`, `OR`, and `-` (exclusion). For example, `priority:(P2 OR P3)` returns work items of either priority `P2` or `P3`.

Additionally, you can search for work items across all projects using the search bar in the top left corner.

## Create a view{% #create-a-view %}

A **view** is a saved query filter that allows you to scope a list of work items down to what's most relevant to you. Projects have default views for each of the statuses: open, in progress, closed, and archived. In addition, there are default views for work items assigned to you and created by you.

To create a custom view:

1. Select **Add View** from within a project.
1. Give the view a name.
1. In the search box, enter a query. The preview refreshes to show you the work items that match the current search query.
1. (Optional) Send a notification with third-party tools such as Slack, Microsoft Teams, PagerDuty, or Webhooks. Click **+ Add Recipient Type** and select from the pre-configured channels or recipients. See [Create notifications and tickets ](https://docs.datadoghq.com/incident_response/work_management/notifications_integrations.md)to learn more about the available tools and options.
1. Click **Save view**.

## Work item details{% #work-item-details %}

The Work Item Details page acts as the single source of truth on what is going on with the investigation. Each work item has the following properties:

{% dl %}

{% dt %}
Status
{% /dt %}

{% dd %}
All work items default to open upon creation. As you progress through the work item, you can change it to in progress and closed. Type `S` to change the status of a work item.
{% /dd %}

{% dt %}
Priority
{% /dt %}

{% dd %}
By default, a priority is not defined. You can set the priority of the work item to P1 - Critical, P2 - High, P3 - Medium, P4 - Low, P5 - Info. Type `P` to set the priority of a work item.
{% /dd %}

{% dt %}
Assignee
{% /dt %}

{% dd %}
Unassigned by default. To assign it to a user, type `A`. To assign it to yourself, type `I`.
{% /dd %}

{% dt %}
Attributes
{% /dt %}

{% dd %}
Adding attributes allow for organization and filtering. By default, all work items have the following attributes: team, datacenters, services, environments, and versions.
{% /dd %}

{% dt %}
Archiving
{% /dt %}

{% dd %}
Archiving a work item removes it from searches. Type `E` to archive a work item.
{% /dd %}

{% dt %}
Activity timeline
{% /dt %}

{% dd %}
Each work item automatically creates an activity timeline to capture real-time updates to status, assignee, priority, signals, and any comments added. If you're tagged in a comment, you receive an email. Type `M` to add a comment and `Cmd + Enter` to submit it.
{% /dd %}

{% /dl %}

## Take action{% #take-action %}

Use Work Management to gather information, context, and resources to determine the proper action to take. This includes further investigation, escalating to an incident, or closing out a work item.

From an individual work item:

- [Create an investigative notebook](https://docs.datadoghq.com/notebooks.md): Gather investigation information and collaborate with your team members.
- [Declare an incident](https://docs.datadoghq.com/incident_response/incident_management.md#describing-the-incident): Escalate a work item to an incident and kick off your incident response process.
- Manually create a Jira issue: Use `Shift + J` to create a Jira issue. For more information on how to configure automatic Jira issue creation and bidirectional synchronization, see the [Settings](https://docs.datadoghq.com/incident_response/work_management/settings.md#jira) documentation.
- Manually create a ServiceNow incident: Use `Shift + N` to create a ServiceNow incident.
- Close out the work item: Let the team know that no further action is needed. Update the status of the work item to closed.
- [Request approval](https://docs.datadoghq.com/incident_response/work_management/approvals.md): Request sign-off from one or more team members before taking action on a work item.

## Work Management Analytics{% #work-management-analytics %}

Work Management Analytics is a queryable data source for aggregated work item statistics. You can query these analytics in a variety of graph widgets in both [Dashboards](https://docs.datadoghq.com/dashboards.md) and [Notebooks](https://docs.datadoghq.com/notebooks.md) to analyze team productivity and identify patterns in issues.

The following widgets support Work Management Analytics: timeseries, top list, query value, table, tree map, pie chart, change, and list.

## Export{% #export %}

You can export work items directly from a work item details page:

1. From an individual work item, click the **More Options** icon at the top right of a work item details page.
1. Select **Export to PDF**.
1. In the print dialog that appears, choose **Save as PDF** as your destination.
1. Click **Save** to complete the export.

## Further Reading{% #further-reading %}

Additional helpful documentation, links, and articles:

- [How we centralize and remediate risks with Datadog Case Management](https://www.datadoghq.com/blog/datadog-risk-management)
- [Work Management settings](https://docs.datadoghq.com/incident_response/work_management/settings.md)