Troubleshoot projects and tasks not appearing in the Work Queue portlet

It must be assigned to the work queue: Turn on

Work queue

in the

Assigned

section of the project or task.

If

Ready Tasks only

in the portlet option is marked, the task must be ready to be worked on. A task is ready to be worked on if:

It has a
Target Start date
either because the
Received date
has been entered on the project, or the
Target Start date
is based on months and days before due in the task template.
It's either the 1st task in the project, or the previous task is complete (the
Tracking Description
was changed to
Completed
).
The task is ready to be worked on if
Yes
displays in the
Ready
field of the Manage Projects screen

If a

Staff qualifications filter

is applied in the

Assigned

section, the staff member's skill set must meet the filter requirements to display in the Work Queue portlet.

The staff member must be available to do the work. The staff member's schedule includes all scheduled items, including assigned projects, tasks, and to do list items. For each of these items, Practice CS divides the number of planned or budgeted hours by the days between the target start and target complete dates, and distributes the time evenly across those days in the assigned staff member's schedule. Practice CS then determines if the planned or budgeted task hours would fit in the staff member's remaining time. If not, the item won't appear in that staff member's work queue. Hours for meetings and Checkpoint Edge classes assigned to the staff member are also included in their scheduled time, and could contribute to unavailability.