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IBM Engineering Workflow Management Task Management and Scheduling, V7.x (RTC)

  • Tuition USD $1,300 GSA  $835.01
  • Reviews star_rate star_rate star_rate star_rate star_half 4119 Ratings
  • Course Code U5NSL62G
  • Duration 1 day
  • Available Formats Classroom

This course teaches the basics of capturing, scheduling, and managing tasks using IBM Engineering Workflow Management (EWM), formerly Rational® Team Concert (RTC). 

This hands-on course takes students through the basic tasks required to capture, decompose, progress, and manage tasks for a collaborative ELM project.

EWM is the workflow management component of the IBM Engineering Lifecycle Management tool suite (formerly Rational CLM). EWM provides a scalable solution for answering the following questions: What are we doing? Who is doing it? And how is it progressing?

After completing this course, students will be able to use EWM to filter, create, decompose, and link work items. Students also will learn how to progress work items through multiple states, create custom queries, and move tasks from backlog through sprints/milestones following a simplified agile process.


• Task and Scheduling Overview

• Navigating EWM Projects

• Work Item Overview

• Locate Work Items

• Create Work Item

• Work Item Links

• My Stuff

• Create Queries Create and edit basic work item queries

• Format and Share Queries

• Standard Plans Overview

• Product Backlog Plan

• Release Backlog Plan

• Sprint Plan

• Plans Review

• Configure Plans Search and filter plans; column widths; progress/load bars

• User Profile

• Introduction to EWM task management and scheduling

• Log On to EWM Web Client

• Log on to EWM user pages

• Navigating EWM project data in the web client

• Introduction to work item types, work breakdown, and state models

• Query and search for work items

• Create and modify work items

• Work Item States

• Change work item states

• Create work item relationships such as parent/child

• View and modify work items from the My Stuff page

• Format query output and share queries

• Introduction to team plans

• Plan operations used to manage a product backlog

• Plan operations used to manage a release backlog

• Plan operations used to plan, execute, and track a sprint

• Process items from backlogs through sprint to completion

• Work hours, absences, work allocation, and email notifications

Follow-On Courses:

U5NSL52G: IBM Engineering Workflow Management Source Control Fundamentals, V7.x (RTC)

U5NSL53G: IBM Engineering Workflow Management Source Control - Advanced Topics, V7.x (RTC)

U5NSL63G: IBM Engineering Workflow Management Project Administration, V7.x (RTC)

U5NLS61G: IBM Engineering Lifecycle Management Reports (JRS) and Dashboards, V7.x

Additional topics available, including Quick Planner and team boards.


Architects, analysts, test engineers, software developers, or managers who are collaborating on any project that requires scheduling, tracking, or estimating work effort.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

it was good and very informative. Instructure covered everything in detail.

Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.

Great class I learned a great deal from the material. There would seem to a large amount that I need to learn about.

The tool provided to practice the course teachings is very functional and easy to use.

Great and very intuitive. Better than the traditional hit the wrong button/lose points.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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