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Pre-Populate and Sync Workstreams Across Scoped Work Items

Put Simply:
Our methodology and delivery approach are standardized across many engagements—and so are the workstreams used to organize the work. By allowing scoped work items to be pre-populated with configurable workstreams, we can improve consistency, reduce setup time, and ensure smoother handoff to delivery tools like Jira or Planner.

Why It Matters:

  • Reinforces methodology: Workstreams mirror how we structure and deliver work in practice. Pre-populating them aligns scope with real-world execution.

  • Improves scoping efficiency: Saves time by assigning common workstreams automatically, especially in high-volume, repeatable engagement types.

  • Supports practice-specific needs: Different practices can define and manage their own default workstreams, giving the system flexibility.

  • Enables cleaner delivery tool integration: When scope is activated, syncing workstream assignments into Jira, Planner, etc. improves setup and execution continuity.

  • Reduces user friction: Teams can still customize the defaults as needed, but start with a sensible foundation.

What’s Needed:

  • Optional “Workstream” field on scoped work items.

  • Practice-level configuration of default workstreams and mappings.

  • UI support to review and adjust workstream values during scoping.

  • Integration logic to sync workstream metadata into connected delivery tools at the time of scope activation.

  • Admin Portal 2.0 configuration interface to manage workstream lists and mappings per practice.

  • Ryan Freeman
  • Apr 25 2025
  • Not started