Task and Project Execution

Entity summary

Name	data_object	Description
Approval Chains	work_approval_chains	Ordered or parallel sets of approval steps that gate a work item or project transition.
Approval Steps	work_approval_steps	Single approval gates on a work item or project, performed by a designated approver, with states pending, approved, rejected, or expired.
Custom Field Values	work_custom_field_values	Per-work-item values for a custom field, one value per item and field.
Custom Fields	work_custom_fields	User-defined fields attached to a project or workspace, typed as text, number, date, select, and more, applying to all items in scope.
Item Attachments	work_item_attachments	Files or external links attached to a work item.
Item Comments	work_item_comments	Threaded comments on a work item, which may include personal or sensitive content.
Item Tag Assignments	work_item_tags	Assignments linking work items to tags, where existence asserts the tag is applied.
Milestones	work_milestones	Zero-duration gates within a project marking a meaningful transition, distinguished from regular items by passed or missed semantics.
Project Templates	work_project_templates	Reusable project blueprints with seeded sections, items, custom fields, and automations.
Proofing Annotations	proofing_annotations	Markup comments placed on a region of a proof during review, with the reviewer, location, and resolution state.
Proofing Sessions	proofing_sessions	Review-and-approval cycles on a creative asset or document, where reviewers mark up the proof and decide to approve or request changes.
Sections	work_sections	Containers within a project that group work items for board and list views.
Tags	work_tags	Free-form labels attached to work items for cross-cutting categorization such as priority, theme, or status.
Task Templates	work_task_templates	Reusable work-item blueprints with seeded assignee role, due-date offset, subtasks, and custom field defaults.
Work Automations	work_automations	Trigger-action rules defined per board or project, with triggers like status change or assignment driving multi-step conditional actions.
Work Dashboards	work_dashboards	Saved, shareable cross-project dashboards composed of widgets that summarize work progress, workload, and goal status.
Work Dependencies	work_dependencies	Typed dependencies between two work items, linking predecessor and successor with finish-to-start, start-to-start, finish-to-finish, or start-to-finish type.
Work Items	work_items	Atomic tasks, items, or cards in a work-management tool, with owner, due date, status, priority, dependencies, subtasks, attachments, and comments.
Work Portfolios	work_portfolios	Team-level groupings of related projects for cross-project status roll-up.
Work Projects	work_projects	Containers of work items (project, board, sheet, or space), with timeline, status, owner, members, dashboards, and embedded views.
Work Status Updates	work_status_updates	Logged status-change events on a work item or project, capturing the prior status, new status, who changed it, and when.
Work Statuses	work_statuses	Configurable status values in a project or team status taxonomy, with category (not started, in progress, done) and display order.
Work Time Entries	work_time_entries	Non-billable time logged against a work item for effort tracking and capacity reporting.
Work Views	work_views	Saved, named, shareable board, list, timeline, or calendar views of work items, with persisted filters, grouping, and sort.
Workloads	work_user_workloads	Per-user, per-period sums of allocated effort across work items, compared against a capacity ceiling.
Business Value Assessments	business_value_assessments	Scoring models for prioritizing portfolio items by value, strategic alignment, risk, and dependencies, producing a ranked backlog.
Engagement Action Plans	action_plans	Team or manager commitments to act on engagement survey results, tracked through to closure.
Feature Requests	feature_requests	Customer requests for new capabilities, feeding the product prioritization workflow.
Opportunities	crm_opportunities	Active sales deals, tracking stage, amount, close date, probability, products, competitor, and decision criteria.
Portfolios	strategic_portfolios	Containers grouping strategic initiatives by business unit, product line, or cost center, with aggregate KPIs and investment rules.
Product Releases	product_releases	Versioned software releases that bundle a set of features and define the delivery date and scope.
Product Roadmaps	product_roadmaps	Timeline views of planned features grouped by release, product, or theme.
Project Assignments	project_assignments	Allocations of a worker to a project, with role, bill rate, cost rate, planned hours, and period, driving utilization and availability reporting.
Project Tasks	project_tasks	Decomposed units of work within a project, with scope, dependencies, estimated hours, and status, used for time tracking and earned-value calculation.
Strategic Initiatives	strategic_initiatives	Multi-quarter programs aligned to corporate strategy, bundling related projects with an executive sponsor and benefits plan.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  work_items["Work Items"]
  work_projects["Work Projects"]
  work_automations["Work Automations"]
  crm_opportunities["Opportunities"]
  strategic_initiatives["Strategic Initiatives"]
  strategic_portfolios["Portfolios"]
  action_plans["Engagement Action Plans"]
  business_value_assessments["Business Value Assessments"]
  project_tasks["Project Tasks"]
  product_roadmaps["Product Roadmaps"]
  feature_requests["Feature Requests"]
  product_releases["Product Releases"]
  project_assignments["Project Assignments"]
  work_dependencies["Work Dependencies"]
  work_milestones["Milestones"]
  work_approval_steps["Approval Steps"]
  work_approval_chains["Approval Chains"]
  work_user_workloads["Workloads"]
  work_custom_fields["Custom Fields"]
  work_custom_field_values["Custom Field Values"]
  work_sections["Sections"]
  work_project_templates["Project Templates"]
  work_task_templates["Task Templates"]
  work_tags["Tags"]
  work_item_tags["Item Tag Assignments"]
  work_item_comments["Item Comments"]
  work_item_attachments["Item Attachments"]
  proofing_sessions["Proofing Sessions"]
  proofing_annotations["Proofing Annotations"]
  work_dashboards["Work Dashboards"]
  work_views["Work Views"]
  work_time_entries["Work Time Entries"]
  work_portfolios["Work Portfolios"]
  work_statuses["Work Statuses"]
  work_status_updates["Work Status Updates"]
  users["Users"]
  work_dependencies -->|"blocks"| work_items
  work_milestones -->|"belongs_to"| work_projects
  work_approval_steps -->|"belongs_to"| work_approval_chains
  work_approval_chains -->|"gates"| work_items
  work_approval_chains -->|"gates_project"| work_projects
  work_user_workloads -->|"rolls_up"| work_items
  work_custom_fields -->|"applies_to"| work_projects
  work_custom_field_values -->|"valued_for"| work_custom_fields
  work_custom_field_values -->|"set_on"| work_items
  work_sections -->|"belongs_to"| work_projects
  work_items -->|"placed_in"| work_sections
  work_project_templates -->|"seeds"| work_projects
  work_task_templates -->|"seeds_item"| work_items
  work_item_tags -->|"references_tag"| work_tags
  work_item_tags -->|"tagged_on"| work_items
  work_item_comments -->|"belongs_to"| work_items
  work_item_attachments -->|"belongs_to"| work_items
  action_plans -->|"spawns"| work_items
  work_items -->|"depends_on"| work_items
  work_projects -->|"contains"| work_items
  work_automations -->|"drives"| work_items
  work_automations -->|"applies_to"| work_projects
  strategic_initiatives -->|"portfolio rollup from"| work_items
  work_automations -->|"rolls_up_into"| strategic_portfolios
  work_automations -->|"feeds"| project_tasks
  work_automations -->|"mirrors_to"| product_roadmaps
  project_tasks -->|"performed_by"| project_assignments
  strategic_portfolios -->|"groups"| strategic_initiatives
  strategic_initiatives -->|"evaluated_by"| business_value_assessments
  proofing_sessions -->|"belongs_to"| work_items
  proofing_annotations -->|"belongs_to"| proofing_sessions
  work_dashboards -->|"summarizes"| work_projects
  work_views -->|"scopes"| work_projects
  work_time_entries -->|"logged_against"| work_items
  work_portfolios -->|"groups"| work_projects
  work_statuses -->|"is_status_of"| work_items
  work_status_updates -->|"records_change_on"| work_items
  product_releases -->|"owned by"| users
  product_roadmaps -->|"owned by"| users
  feature_requests -->|"submitted by"| users
  users -->|"owns_milestones"| work_milestones
  users -->|"approves_steps"| work_approval_steps
  users -->|"initiated_chains"| work_approval_chains
  users -->|"created_custom_fields"| work_custom_fields
  users -->|"created_sections"| work_sections
  users -->|"authored_project_templates"| work_project_templates
  users -->|"authored_task_templates"| work_task_templates
  users -->|"authored_comments"| work_item_comments
  users -->|"uploaded_attachments"| work_item_attachments
  users -->|"owns"| action_plans
  action_plans -->|"is_assigned_to"| users
  users -->|"assigned items"| work_items
  users -->|"created items"| work_items
  users -->|"owns projects"| work_projects
  users -->|"authored automations"| work_automations
  users -->|"owns"| crm_opportunities
  users -->|"assigned_to"| project_tasks
  users -->|"staffed_on"| project_assignments
  users -->|"owns"| strategic_portfolios
  users -->|"assesses"| business_value_assessments
  users -->|"approves"| business_value_assessments
  users -->|"owns_proofing_sessions"| proofing_sessions
  users -->|"authored_annotations"| proofing_annotations
  users -->|"owns_dashboards"| work_dashboards
  users -->|"owns_views"| work_views
  users -->|"logged_time"| work_time_entries
  users -->|"owns_portfolios"| work_portfolios
  users -->|"made_status_updates"| work_status_updates
  class work_items master;
  class work_projects master;
  class work_automations master;
  class crm_opportunities consumer;
  class strategic_initiatives consumer;
  class strategic_portfolios consumer;
  class action_plans consumer;
  class business_value_assessments consumer;
  class project_tasks consumer;
  class product_roadmaps consumer;
  class feature_requests consumer;
  class product_releases consumer;
  class project_assignments consumer;
  class work_dependencies master;
  class work_milestones master;
  class work_approval_steps master;
  class work_approval_chains master;
  class work_user_workloads master;
  class work_custom_fields master;
  class work_custom_field_values master;
  class work_sections master;
  class work_project_templates master;
  class work_task_templates master;
  class work_tags master;
  class work_item_tags master;
  class work_item_comments master;
  class work_item_attachments master;
  class proofing_sessions master;
  class proofing_annotations master;
  class work_dashboards master;
  class work_views master;
  class work_time_entries master;
  class work_portfolios master;
  class work_statuses master;
  class work_status_updates master;
  class users platform_builtin;
  style crm_opportunities stroke-dasharray:5 5;
  style strategic_initiatives stroke-dasharray:5 5;
  style strategic_portfolios stroke-dasharray:5 5;
  style action_plans stroke-dasharray:5 5;
  style business_value_assessments stroke-dasharray:5 5;
  style project_tasks stroke-dasharray:5 5;
  style product_roadmaps stroke-dasharray:5 5;
  style feature_requests stroke-dasharray:5 5;
  style product_releases stroke-dasharray:5 5;
  style project_assignments stroke-dasharray:5 5;
  style proofing_sessions stroke-dasharray:5 5;
  style proofing_annotations stroke-dasharray:5 5;
  style work_dashboards stroke-dasharray:5 5;
  style work_views stroke-dasharray:5 5;
  style work_time_entries stroke-dasharray:5 5;
  style work_portfolios stroke-dasharray:5 5;
  style work_statuses stroke-dasharray:5 5;
  style work_status_updates stroke-dasharray:5 5;