Viewing Your Assignments
Use the All My Work page to review the status of, and access, deliverables, activities, workflow action reviews, or Microsoft Project tasks assigned to you across all your projects. All My Work provides a single place where you can see and provide general updates to your project assignments including status, status notes, start date, finish date, and deadline.
You can configure the All My Work page to filter assignments and to select the order in which they display. For more information, see Viewing Your Work.
The Work pod on the right side of the All My Work page includes assignments from both current and future stages, and workflow actions and deliverables, in a workflow if the workflow is currently in progress. Items in the current stage are removed from the Work pod when the next gate meeting decision is set to Go (and the project moves to the next stage). All items from a project are removed if the project is closed.
To view your assignments:
- From the Workspace menu, select All My Work.
Your current assignments display on the right side of the screen in the Work pod, based on any filters set if you have customized the page.
- Deliverables that you own that are currently not started.
- Deliverables that you own that in process.
- Deliverables that you own that are flagged as in trouble, as they are nearing or have passed their due date.
- Deliverables assigned to you that are not required.
- Deliverables that you own that are in a workflow that is currently in progress.
- Deliverable workflow actions that you own that are started. Applicable only if you use Collaborative Workflow.
- Activities that you own. Similar icons for activities that are in progress, in trouble, and not required display for activities as deliverables.
- Tasks from an Microsoft Project plan that you own. Tasks may not map directly to a deliverable or activity within the project, but are to be completed as part of the work in the project. These types of tasks are only applicable if you use Accolade's integration with Microsoft Project.
To sort and filter the data that displays, click 
at the top of the Work pod. From here, you can add multiple filtering and sorting options. For more information, see Viewing Your Work.
- Do one of the following.
- To filter the returned results - If you have a large number of assignments and need to see a more refined list, click and define the criteria an assignment must meet to be included in the list.
- To display an assignment - Click the deliverable, activity, or task's name to display its details within the project.
- To display project information - Click the project's name to display the project's initial page, the project's stage to display the current stage deliverables and activities, or the project's gate to display the current stage gate page.
- To access a quick grid - If displayed, click
to display the quick grid's details within the project. - To download a template or document version - If displayed, click the
icon to view the template or document version available for download. Click the 
(or similar icon) to download the desired file.
To update status notes:
- From the Workspace menu, select All My Work.
- For the deliverable or activity that you want to update, click the card to flip it over.
- Enter the updated information in the Status Notes field and click out of the field to apply the changes.
The deliverable and activity notes are saved on the All My Work page and in the details of the deliverable or activity.
|
Notes:
|