This article provides a brief overview of My Work. The My Work feature is designed for Team Members to view and update all work assignments on a single page. The Plan Owner will see the updated values when they look at the plan schedule and elsewhere (reports, etc.).
My Work allows users to manage work in a List, a Board, and in a personal Resource Plan. From these views, users can group, filter and sort their work items, view work in a gantt chart, save custom view configurations, add activities to work items, add new work items, update work items, and enter time off.
The work items that appear in My Work are based on the tasks date. My Work only shows work items with dates from past or the next 30 days.
Click the My Work icon in the main navigation menu to access My Work. The List view will open by default.
The List is the main way to manage your work items in My Work. See Manage My Work in lists to manage work in the list.
Users can also manage work in a kan ban board view. Click Board. For more information on managing work in the board view, see Manage My Work in boards.
Users can also view personal resource plan in My Work to see which plans you should be working on and if you are over or under allocated. Click Resource Plan to view your personal resource plan. See View your personal resource plan in My Work for more information.
The following are typical actions a Team Member will take when using My Work.
To narrow and organize the work items in My Work, use the group, filter, sort, and column functions.
Make any changes to the view, such as adding columns, arranging columns, etc.
To add or remove a column:
To add or remove columns:
Click Select Columns. The Select Columns form will open.
To add columns to the view, drag and drop desired columns from the All Columns column into the Selected Columns column.
To remove a column, drag and drop the desired column from the Selected Columns column into the All Columns column.
Select the check box to mark an item as complete. Status will update to Completed and % Done will update to 100%.
Once you have updated the task and the Project Manager has accepted the changes there will be an approval status indicator. This makes it easy to see if the status updates have been approved.
Click into and update any field in line that's editable, such as % Done, Status, etc.
Some fields are auto-updated based on the values of others, such as the Status and % Done. If you update the Status from Not Started to In Progress, the % Done goes from 0% to 50%, and vice versa.
Click Time Off to enter a time off request. See Enter a time off requestfor more information on entering a time off request.