Using My Work

Overview

Responsive displays the My Work module upon login, displaying all your tasks in one place so you can see your workload and prioritize it.

• There are two views, the Project View and the Calendar View.

• The Discussions pane on the right shows your open discussions.

Projects view

This view displays your tasks on the left pane. They are organized by Projects, Content Management (review) and eSignature categories, and then by due date. The Discussions pane on the right pane shows your open discussions.

You can:

• Click the Expand arrow to expand the categories.

  • Overdue tasks appear first.

  • The date that the next task is due is listed for tasks that are not overdue.

• Hover over the project name and click the Dashboard icon to navigate to the project's dashboard.

• Click a project to see the section names, how many pieces of content you need to review, and how many questions require your responses.
  

  • Overdue tasks are marked in red.

  • Click the task to navigate to it in Projects.

• Review tasks include the text of the question or document to be reviewed as a link. Click the link to navigate to the Content Library to see the item to be reviewed.

• For Any/All review, if the logged in user is assigned as an owner in any content then those content reviews will be shown in My work.

• For sequential review, if the logged in user is assigned as a reviewer (both scheduled and on-demand) in any content then only those content reviews will be shown in My work. If the logged in user is assigned as a owner but they are not assigned as reviewer then those content will not be shown for their review.

• For Any/All/Sequential, the review content will show the Next Review Date. 
  

• Use the filters in the header to help you find and organize your tasks:

  • By due date:

    • Next 3 days

    • Next 7 days

    • Next 30 days

    • Next 90 days

    • All

  • By task type:

    • Project: Answer & Review

    • Project: Tasks & Deadlines

    • Library: Review

    • Library: Moderation

  • By project name:

    • Individual project names

    • All

    • By content type

    • Q&A Pairs

    • Documents

• Use the toggle to show only overdue tasks. The filters are sticky; if you leave the My Work page and then return to it, the same filters will be in place.
  

• Click the Bell icon to see a list of your notifications; click the individual notifications to display them.

• Click the Calendar icon to add deadlines to your local Google or Outlook calendar. See Syncing the Responsive iCalendar with Google Calendar and Microsoft Outlook for more information.

Discussions

Your open discussions appear on the right-hand pane with the number of discussions at the top. It includes comments where you were @mentioned in projects, the Content Library, or eSignature.

You can:

• Respond to your comment in the pane.

• Click the Checkmark to resolve it.

• Click the X to dismiss it, removing it from the pane without resolving it.

• If the comment refers to a question, you can click the question to see the project's sections.

• If the comment refers to a file, you can click the file name to see it in the Content Library.

Calendar view

This view displays the due dates for your tasks in a calendar.

You can click the calendar item to see more information and navigate to the task.

• Tasks without dates appear under the current date.

• Authoring, Moderation, Review and due dates appear as all-day tasks. If you add a task for a project, it will appear as an all-day task.

See the video below for a quick walkthrough of the process. Click the dot to see each step.

Troubleshooting

Projects assigned to my team don't appear on My Work

Projects assigned to a team only appear on a user's My Work page when the user is also directly assigned to at least one section or question within the project.

Being a member of a team that is assigned to the project does not automatically add the project to My Work.

Expected behavior

• If you are assigned to a section or question, the project appears on your My Work page.

• If only your team is assigned to the project and you have no individual assignment, the project does not appear on My Work.

Resolution

Ask the Project Manager or Project Owner to assign you directly to at least one section or question in the project. Once you have an individual assignment, the project will appear on your My Work page.