My Workspace
Your board, your week and your calendar, on one screen.
My Workspace is the answer to what am I doing today. It gathers every task assigned to you across every client, so you do not have to go looking client by client.
The tiles along the top
Four numbers, and each one is a question you would otherwise have to work out yourself.
- On your plate is every open task assigned to you.
- Late is the subset of those whose due date has passed. If this is not zero, start here.
- Hours this week is what you have logged so far against your expected week.
- Unbilled is work you have done that has not yet reached an invoice.
The tiles are filters, not just figures. Selecting one narrows the board beneath it.
The tabs
Overview
The default. Your tasks grouped by what needs attention first.
Kanban
The same tasks as columns by status. Drag a card to move it on.
Upcoming
What is coming rather than what is here, ordered by due date.
Calendar
Your tasks and meetings laid out by day.
Looking at somebody else's workspace
If you manage people, you can open a colleague's board from the person selector at the top. You see their work, not yours, and the screen says whose it is.
Changing a task from somebody else's board changes it for them. There is no separate draft.
Common questions
A task I was expecting is not here. My Workspace shows tasks assigned to you. If a task sits with the engagement but has no owner yet, it will not appear until somebody is assigned to it.
Why is a task late when the work is finished? A task is only complete when its status says so. Logging time against it does not close it.
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