My work
Overview
My work is your inbox. The page shows only what is assigned to you and sorts it into three groups:
| Group | What it holds |
|---|---|
| Due | tasks due today or earlier — overdue first |
| New | tasks created in the last seven days that are not due yet |
| Next | everything else, by date; tasks without a date come last |
When nothing is pending, the page says "You're all caught up". The difference from the task list is the vantage point: Tasks shows every work item and lets you filter it; My work answers the narrower question "what do I need to touch now?" and makes the selection for you.
My work can be your start page — under My account, section Start page. After a setup with a starter package it is the default for new users.
Core tasks
Work through it with the keyboard. Like an email inbox:
| Key | Effect |
|---|---|
j | next task |
k | previous task |
e | complete — for five seconds a notice at the bottom offers Undo |
r | reply — a comment field opens right in the row |
t | track time — starts the stopwatch of this task |
The marked row has a coloured outline. Clicking into a row marks it as well. ? lists all shortcuts of the page.
Complete. Key e or the circle at the front of the row. The task stays visible until you leave the page, and Undo sets it back to its previous status with one click for five seconds. After that the circle — the same row as in the task list — sets it back to open.
Reply. Key r or the arrow icon. The field saves an internal comment on the work item — visible to everyone who sees the task, not to customers. Ctrl+Enter or ⌘+Enter sends, Esc closes the field.
Track time. Key t or the stopwatch in the row. While it runs, pause and stop sit there; stopping creates the time entry. The stopwatch exists only with time recording and the permission to book your own time.
Reschedule. The calendar icon offers Tomorrow and Next week (Monday). An existing start moves along so that it never lies after the due date. Here too the notice offers Undo for five seconds.
Change things in the row. Priority, assignees, start and due date can be set right here, as in the task list; the row moves to the matching group immediately.
View as calendar. Calendar at the top right shows the same set, ordered by dates. Dragging in the calendar sets the due date.
Switch to the full list. Show all moves you to the task list, where you can filter, group and also see items assigned to others.
Look back on the week on Fridays. On Fridays the card Your week appears at the bottom: your own figures from Monday to today next to the same span of last week — always the completed tasks, plus, depending on the modules, billable time, deals won, leads converted and follow-ups on time. Completed tasks count by their Completed on: tasks you are assigned to that were completed this week; reopened ones no longer count. The other figures come from the reporting metrics and only appear for modules active for you — so the card also appears without time tracking and CRM. There are deliberately no points and no ranking — nobody sees other people's figures here, and you only see your own.
Fields in detail
My work is an inbox, not a form: nothing is created here. What you can change in the row is deliberately the short list of the entries that move day to day — everything else lives in the work item itself.
The What it does column answers what changes in the system; the grey name behind it is the API field, under which the same thing runs through automation and AI tools.
What you change in the row
| Field | Required | Values / format | What it does |
|---|---|---|---|
Done circle statusId | no | key from the status catalogue, max. 50 characters | Sets the task to done or back to open. A task completed here stays visible for this session; for five seconds Undo takes the change back. Which statuses count as completion is settled by the catalogue, not by this page. |
Priority priorityId | no | key from the priority catalogue, max. 50 characters | How urgent the task is. With the same due date it decides the order. |
Assignees assigneeIds | no | list of employees | Who does the task. Take yourself out and the row disappears on the next load — the page shows your assignments only. |
Start startAt | no | point in time, not after the due date | When work begins. Moves along when rescheduling. |
Due dueDate | no | point in time, not before the start | When it has to be finished. It decides whether the task sits under Due. Without a date a task cannot be due. |
Reply commentBody | yes (when sending) | text | Internal comment on the work item. Watchers are notified as with every comment. |
Everything else in the work item
The task knows more than this page shows. Title title and description description with its format descriptionFormat, the kind kind, watchers watcherIds, the assignment to brand brandId, customer customerId, document (linkType with linkId, the follow-up on an order, invoice or quote), project projectId and task list listId, the position within it position, the parent task parentUlid, tags tags, the estimate estimateMinutes (in minutes, not hours), the activity activityId, the recurrence recurrenceRule, the completion criteria definitionOfDone and the visibility visibility are maintained in the work item itself — as are the dependencies on other items (targetUlid, relation kind type, offset lagDays in days) and attachments on a comment (commentAttachmentIds). What each one does is described under Tasks.
What else this page shows
| Element | From | What it means |
|---|---|---|
| Your first steps | card above the groups, only for newly invited users | At most five first tasks matching your role. Show me opens the page with its tour, the check mark ticks it off. Hiding ends the card; Reset all hints in My account brings it back. More under Tours and hints. |
| Count per group | next to Due, New, Next | How many open tasks sit in the group. Next shows at most twelve rows; the rest is behind more open tasks. |
| Show completed | switch below the groups | Whether finished tasks come along. Off is the normal case: the view is an inbox, not an archive. |
| Private | own section, collapsed | Tasks with visibility "private" are not in the groups but below them — and only after Show. They still count: while one is open, the page does not say "all caught up". |
| My tickets | tickets with you as owner | Your open support queue. Read-only; changes happen in the ticket. |
| My follow-ups | activities with you as owner | Open CRM follow-ups. Subject and due date can be changed in the row, one click marks them done. |
| Booked today | time recording for the day | What you have recorded today, against the target from staff planning. Without the HR module the ring shows the recorded hours only. Calendar suggestions can be turned into a time entry. |
All additional sections come from their modules: if a module is switched off or you lack the permission for it, the section does not appear at all — there is no empty shell.
Interface and automation only
No mask carries these fields; they can be set through the interface, an import or an automation.
| Field | Values / format | What it does |
|---|---|---|
expectedText | text | Race protection when converting an entry of the definition of done into a subtask — described under Tasks. This page has no input for it. |
Settings & permissions
- Permission
workitem.item.read. Without it the page is unreachable; a deep link redirects back to
the dashboard. Anyone who chose My work as start page without holding the permission lands on the dashboard as well.
- Start page in My account: My work or Overview, stored on the account.
The Dashboard link in the sidebar always leads to the Overview.
- Changing a row, completing and replying require
workitem.item.update. Without it the page stays
readable; circle, fields, reply and reschedule are then not operable.
- Private work items are marked with a crossed-out eye.
- Your week needs no permission of its own: it only shows values that belong to you (tasks you are assigned
to, your employee record, deals and leads you own). Without an employee record, billable time is missing.
FAQ & troubleshooting
The page says "You're all caught up" although I do have work. Only open items assigned to you are shown. Items where you merely follow along, and completed items, do not appear here.
The keys j, k, e, r, t do nothing. While the cursor is in an input field, the keys type text. Click into a row or press Esc. In the calendar view the shortcuts do not apply.
I clicked Undo too late. After five seconds the notice disappears. The task is still in its row; the done circle sets it back to open.
The work queue could not be loaded. An error message with a retry option replaces the list. If it persists, the cause is usually not this page; check whether other lists load.