Introducing My Work for Team Members

What's New

A new homepage for team members displays a dashboard with an up-to-date status of the tasks on their plate. Team members can also take action, like report and update task progress, and log time.

 

My Work can be set as the homepage or accessed via the navigation menu. My Work includes customizable widgets that provide up-to-date statuses for tasks due this week, overdue tasks, missing timesheets, and more.

Widgets

Below the widgets, a task grid shows the relevant related to the selected widget, and provides additional details, grouped by due date or project.

 

Grid

The tasks list gives you a simple way to take actions,:

  • Click on the Task or Project to view details in a new tab
  • Update % Complete
  • Mark the Task as Done

 

Quick links

Quick links let Admins set bookmarks to other Clarizen, or any other URL. 

How it Works

The organization Admin needs to first enable and customize the My Work Page.

Customize My Work per Profile

To customize My Work:

  1. Open Settings > Profiles.
  2. Under the relevant profile (usually Team Member), select My Work.
  3. Add, remove or edit Widgets.mceclip2.png
  4. Click Add new widget and select the type. You can rename the widget and edit the filters as described below, or use the predefined filters.
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    Drag a widget to rearrange it on the page.
  5. Click Add quick link to add shortcuts to pages in Clarizen One, websites, or custom actions. You can add up to 9 quick links.
  6. When done, click Save

Adding My Work to the Menu

To add My Work to a Profile:

  1. Open Settings > Profiles.
  2. Under the relevant profile, select Navigation. Add My Work to the selected fields, and define it's order in the menu if needed. mceclip1.png

Make My Work the Homepage

You can easily make My Work the profile default home page, as you would for other Navigation options. 

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Comments

  • Avatar
    Gaurav Kumar

    Can we add more than 6 Widgets in my work?