Track work on the Work board

One board for everything that's due, from every feature, across all jobs or one.

For administratorsPortal3 min read

Select Work in the menu to see work across all jobs, or open a job's Work section to see just that job.

How it's organized

Work is grouped by when it's due, with overdue work first. Work with no due date, such as anytime planners, is listed separately. Switch to Completed to see what's been done.

Types of work

Type	Comes from
Form assignment	Assigned forms
Planner task	Scheduled planners
Anytime planner	Open-ended planners
Log-It	Log-Its needing follow-up
Timeclock approval	Time entries waiting for review
Training	Course enrollments

Filter

• Use Types to show only some kinds of work.
• Turn on Mine only to see work you're responsible for.
• Urgent items are marked so they stand out.

Select any item to open it.

Note

Team members see their own version of this list on the app's home screen. See Your home screen: My Work.