Replies posted by Dalton Hays

1 Reply

Dalton Hays
Beginner
Dalton HaysBeginner
posted in Ask a Peer

Adding Assigned Work to My Week

The “To Plan” tab doesn’t help manage work assigned to me. It is extremely limited in how you can filter the work and it shows all work in the firm that I have tasks assigned to me, even if the work item isn't ready for me to start or even if I have already completed my role and shouldn't even be in the To Plan (I understand that if i went through and cleared all of those items out then they would not be in my week anymore but a filter would be significantly more helpful and waste less time). It takes too much effort to manage the To Plan tab. Whereas I was wanting a way to add work to my Week when they are assigned to me (when they are actually ready for me to start my work). The only way the To Plan would be useful is if I could filter out all other statuses so that just “Prep” shows up. As of right now I can only filter by “In Progress” and “Ready to start”, there are almost 20 possible statuses in those two Main statuses, so to try to manage out of the My Week/ To Plan I would need

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Victoria Peters
Sr. Community Champion
1 year ago

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