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 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
On the left, select one of the quick views to narrow your list. Quick views now include Created by Me, so you can track items you started alongside items assigned to you.
Refine further with filters
External ID — locate a document by its external identifier.
Created By / Assigned To — separate who created an item from who it’s assigned to.
Change Request actions and Action Type — narrow to specific CR actions or action types.
Approval due date — a column shown for items awaiting approval; hover any due date to see a tooltip with the exact date.
💡 Tip: Overdue and almost-due items now show priority icons and are ordered most-urgent-first, so the most time-critical work stays at the top. The Creator column uses avatar colors to help you spot who created each item at a glance.
📎 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:
Tips
💡 Sort or filter by Due Date to surface what needs attention today.
💡 Use the All view when you want the full picture of your workload.
💡 If the list looks incomplete, confirm you’re in the right module or use the in-list Search to find specific records.
💡 You’ll be notified as a due date approaches (about 72 hours before) and again if an item becomes overdue.
💡 When you export a list to CSV, the file now includes Due date and Approved date
💡You can reschedule a Periodic Review directly from My Work.