This article explains how to manage My Work work items in the List view.
The List is the main way to manage and update assigned work items in My Work. From the List view, users can manage work items, create new work items, add activities to work items, view work in a gantt chart, and enter time off.
See My Work overview for a brief overview of My Work.
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.
Users need at least a Team Member plus license to add work items from My Work.
Click Add New Item to add a new work item to a plan in My Work. Work items created in My Work will automatically be assigned to the user who created them.
See Add a work item in My Work for more information on creating work items in My Work.
See Enter a time off request for instructions and information entering time off.
Select a work item in the List view. Then click Activities to view the activities for that work item. There is an activities button in the header, or next to the work item title.
There are two ways to quickly add a new activity for a task:
Using the Add Activity field.
Using the Add Task button.
Newly added activities are blank. To add information to the activities:
Double click the activity. The Edit task form will open.
Update the Edit task form.
Name: Enter the name of the activity.
Description: Enter a description of the activity.
Resources: Search for and select users to assign the activity.
State: Select the state the activity is in.
Press Enter to apply the changes.
The gantt view allows team members to better visualize the timeline of when work needs to be completed. The buttons to the right of the gantt allow for zooming in and zooming out along with Zoom to Fit.
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.
Click Views to open the drop down. You can select a saved view, or create and save your own personal view. See Create and edit views in My Work for more information on views.