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Manage your work with the My Work widget

Last update: Thu Nov 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The My Work widget displays all of your assigned tasks, issues, and requests in one place. Here, you can filter and organize your work, log time, make updates, and mark work items complete.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license

Current: Contribute

Or

New:Light or higher
Access level configurations View or higher access to Projects, Tasks, Issues, and Documents
Object permissions Contribute permissions or higher to the tasks and issues that you need to work on

For more detail about the information in this table, see Access requirements in Workfront documentation.

Find your work with filters

You can fine-tune the My Work filters to focus on specific items in your list of work:

Filter details

Working on
Displays items that you are currently working on
Ready to start

Displays items with

  • No incomplete predecessors or task constraints

  • and

    The Planned Start Date is in the past or up to two weeks in the future

Not ready

Displays items that have

  • Incomplete predecessors or task constraints that prevent the item from being worked on

  • or

    The Planned Start Date more than two weeks in the future

Requested
Displays issues that you have not started work on
Delegated by me
Displays items that you have delegated to other users
Delegated to me
Displays items users have delegated to you
Completed
Displays work completed within the last two weeks. This filter option does not include approvals.
TIP
If you are looking for more specific filtering options, you can use the My Task or My Issue widgets. For more information on My Task and My Issue filters, see Home widget filters overview.

Organize your work

You can use the My Work widget’s sorting and group features to organize your work in a way that makes sense to you.

Sort

You can sort the work list by

  • Due Date
    Past-due items display a warning icon next to the date. Workfront uses the Planned Completion Date to determine if tasks and issues are past due.
  • Name
  • Percent Complete
  • Status
TIP
To create a list that displays all past-due items at the top of the My Work widget, sort by Due Date and do not apply a grouping.

Group

You can group the work list by

  • Project
  • Status
  • Due Date
    The Due Date is determined by the Planned Completion Date.
NOTE
When you apply a grouping, your selection in the Sort menu determines the order within the grouping.

Update work item information in the Summary

You can open the Summary panel to quickly update information in a task or issue. In the Summary, you can

  • Update the percent complete
  • Add an update
  • Navigate to the Document area to upload a document
  • View work item details and update custom fields
    Workfront administrators can customize which fields appear in the Summary in the layout template. For more information, see Customize the Summary panel using a layout template.
  • Change the work item status
  • View subtasks
  • Log time
  • View attached approval processes

To open the Summary, hover over the work item, then click the Summary icon .

For additional information about how to use the Summary panel, see Summary overview.

Use quick actions to update work items

You can use the quick actions menu to

  • Log time
  • Add an Update
  • Update a custom form
  • Upload a file

To locate the quick actions menu, hover over the work item. The quick actions list displays near the Work On It or Done button.

View approvals and team requests

Approvals and team requests do not display in the My Work widget. If you regularly work with approvals and team requests, we recommend you add the following widgets to your New Home page:

  • My approval
  • All approvals
  • Team requests

For information about adding widgets to your New Home page, see Add, edit, or remove widgets in Home.

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