Follow
Displaying Items in the Work List in the Home Area

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 the Work List

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 Filter drop-down menu.
    home_filter.png
  3. Select from various options to determine what object types are displayed in the Work List.
    TIP Some options are based on objects (Tasks, Requests, Issues, Approvals, Proofs, and Personal), and others are based on status (Working On, Ready to Start, Not Ready, and Completed). If no status is selected, all selected objects of any status are displayed. Similarly, if no object is selected, all objects of any selected statuses are displayed.
    All: All item types are displayed. This includes tasks, requests, issues, approvals, and personal tasks.
    Tasks: Only tasks are displayed.
    Issues: Only issues you are currently working on are displayed.
    The Issue icon is displayed next to each issue in the Work List.
    home_issue_icon.png
    Approvals: Only approvals delegated to you and approvals you have submitted are displayed. For more information about approvals, see the following articles
    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."
    Working On: Only tasks and issues you are currently working on are displayed.
    Ready to Start: Only tasks and issues that are ready to start are displayed. These tasks and issues have no predecessors or task constraints preventing them from being worked on, and the Start Date is in the past or is the current date. 
    Not Ready: Only tasks and issues that are not yet ready to start are displayed. These tasks and issues might have predecessors or task constraints that prevent them from being worked on, or the Start Date might be in the future. 
    Completed: Only completed work is displayed. Completed work is displayed for the previous 2 weeks, and is grouped in the Work List according to week. Approvals are not included.
  4. (Optional) Further filter the Work List, as described in "Filtering by Date, Project, or Priority" and "Viewing Completed Work."

Sorting by Date, Project, and Priority

You can sort the Work List by Planned Completion Date, Commit Date, Project, or My Priority. The option you choose determines how items are grouped in 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 Sort by drop-down menu.
    home_sort.png
  3. Select from the following options:
    Planned Completion: Items are displayed in the following groupings in the Work List (the number of items contained within each grouping is displayed in parenthesis next to the heading title):
    - Late
    - No Planned Completion Date
    - This Week
    This grouping is expanded by default.
    - Next Week
    - Complete
    Commit Date: Items are displayed in the following groupings in the Work List (the number of items contained within each grouping is displayed in parenthesis next to the heading title):
    - No Commit Date
    - Committed Next Week
    Project: Items are grouped according to project, and projects appear alphabetically in the Work List. (The number of items contained within each grouping is displayed in parenthesis next to the heading title.)
    My Priority: Items are displayed in an order you choose. For more information, see "Prioritizing Work in the Home Area."

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. 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. (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.

Changing the Size of the Work List

You can change the size of the Work List so that it consumes anywhere between about a quarter of the Home area to about half of the Home area.

  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. Mouse over the right edge of the Work List, then drag left or right until the Work List is the desired size.

Collapsing and Expanding Groupings

Items in the Work List are displayed within groupings. You can collapse and expand groupings to control how much information is displayed on the page at a given time. 

You can collapse and expand groupings within the Work List to better control what information is visible. 
By default, the This Week grouping is expanded and all other groupings are collapsed. Any changes you make are remembered the next time you access the Home area. 

  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 Expand or Collapse arrow next to any grouping you want to expand or collapse.
    home_worklist_expandgrouping.png
    Or
    To expand or collapse all groupings simultaneously, click the Expand or Collapse arrow next to any grouping while holding the Shift key.
This article last updated on 2018-11-29 21:23:57 UTC