Who Is This For?
All Users – tracking and completing assigned work
Approvers / Reviewers – prioritizing items that need action
QA / Managers – monitoring overdue items and overall workload
How to Do It?
Step 1: Open the My Work Dashboard
Go to Home > My Work to see your personalized dashboard with tasks and quick filters.
📎 Reference: Exploring the User Interface
Step 2: Use quick filters to focus your work
At the top, select one of the quick filter tabs to narrow your list.
All – Shows all active tasks and assignments, including approvals, training, and document reviews.
Upcoming – Shows items with future due dates to help you plan ahead.
Overdue – Highlights tasks past their due date that need immediate attention.
💡Tip: Use Upcoming at the start of the week to plan, and Overdue daily to prevent compliance gaps.
📎 Reference: Searching and Filtering Records
Step 3: Preview assignments before acting
Click any item under My Work to open a preview panel with a short description. Depending on the task type, you may also see:
Document preview
Key properties (Owner, Due Date, Status)
Change history
This allows you to evaluate content quickly before moving to the next step (e.g., review, approval, or training acknowledgement).
📎 References:
Step 4: Open the full record to complete the task
From the preview, select Open (or click the record title) to access the full item and complete the required action.
❗ Compliance reminder: Address Overdue items first to maintain timely reviews and approvals.
📎 References:
Tips
💡 Sort or filter by Due Date to surface what needs attention today.
💡 Use the All tab when you want the full picture of your workload; switch to Upcoming for planning.
💡 If the list looks incomplete, confirm you’re in the right module or use the in-list Search to find specific records.