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Displaying Items in the Work List in the Home Area

NOTE The functionality described in this article is currently available in the Production environment as a Beta. If you are unable to use Home as described in this article, contact your system administrator.

The Work List in the Home area displays all work items that are assigned to you. You can control what items are displayed in the Work list as described in the following sections:

Filtering by Item Type

You can filter items in the Work List to see only specific types of items. For example, you can filter the work list to display only issues or only requests.

To filter the Work List:

  1. Navigate to the Home area.
    For information about accessing the Home area if it is not visible to you, see "Trying the Home Area."
  2. Click the Show drop-down menu.
    home_show_menu.png
  3. Select from the following options to determine what object types are displayed in the Work List:
    All: All item types are displayed. This includes tasks, requests, issues, approvals, and personal tasks.
    Tasks: Only tasks you are currently working on are displayed.
    Requests: Only work items you have been requested to work on are displayed.
    Issues: Only issues you are currently working on are displayed.
    Approvals: Only work items that require your approval are displayed.
    For more detailed information about managing approvals in Workfront, see "Managing Approvals."
    Proof: Only proofs that require your approval are displayed.
    Personal: 
    Only personal tasks are displayed. These are tasks that you create as a To Do task, as described in "Creating a Personal Task" in "Creating Ad Hoc Work Items from the Home Area."
  4. (Optional) Further filter the Work List, as described in "Filtering by Date, Project, or Priority" and "Viewing Completed Work."

Filtering by Date, Project, or Priority

You can filter the Work List by various date options (such as by most recent or by specific days). You can also group items by project or priority.

  1. Click the Home link in the Global Navigation Bar.
    wfhome_navbar.png
    Or
    From the My Work area, click Try the BETA in the upper-left corner of the page, then click Let's go.
    home_beta_try.png
  2. Click the View drop-down menu.
    wfhome_view.png
  3. Select from the following options to determine how items are displayed in the Work List:
    Date: Items are displayed by due date, with late items at the top of the list.
    Item Priority: Items are organized by priority, with the highest-priority item at the top of the list.
    Project: Items are organized by project, with each item in the list grouped within the respective project where the item resides.
    Today: Items are displayed by day. You can cycle through days by clicking the left and right arrows. Or, select a specific day with a date picker by clicking the middle down arrow.
    wfhome_view_today.png
    Recent: Items are displayed with the most recent at the top of the list.
  4. (Optional) Further filter the Work List, as described in "Filtering by Item Type" and "Viewing Completed Work."

Viewing Completed Work

By default, only work you have not yet completed is displayed in the Work List. You can configure the Work List to display completed work in addition to work you have not yet completed:

  1. Click the Home link in the Global Navigation Bar.
    wfhome_navbar.png
    Or
    From the My Work area, click Try the BETA in the upper-left corner of the page, then click Let's go.
    home_beta_try.png
  2. Select Show complete at the top of the Work List.
    wfhome_complete.png
  3. (Optional) Further filter the Work List, as described in "Filtering by Item Type" and"Filtering by Date, Project, or Priority."

Searching the Work List 

When you search the Work List, any items assigned to you are returned in the search (even items that are not currently loaded on the screen). If the Show complete option is selected, any items you marked complete within the past two weeks are also returned.

In addition, only the names of the work items are searched (information within the work item are not searched, neither are the names of the projects where the work item resides).

To search the Work List:

  1. Click the Home link in the Global Navigation Bar.
    wfhome_navbar.png
    Or
    From the My Work area, click Try the BETA in the upper-left corner of the page, then click Let's go.
    home_beta_try.png
  2. (Optional) Filter the Work List, as described in "Filtering by Item Type" and"Filtering by Date, Project, or Priority."
  3. (Optional) If you are searching for a work item that is already complete, you must configure the Work List to display completed items before searching. For information about how to show completed items, see "Viewing Completed Work."
  4. Click the Search icon at the top of the Work List.
    wfhome_search.png
  5. Begin typing the name of the item name you are searching for.
    The Work List is automatically filtered as to include items with a matching name.
This article last updated on 2018-03-15 21:03:34 UTC