My Workarea is the first page after you sign in. It lists open items that are due, across every company in your account.
- Staff see the items waiting on them: tasks where it is their step to prepare, review or approve.
- Staff managers and admins see pending items for everyone on the team, with a filter by person.
Find what to do next
- Pick a tab: Today, Tomorrow, This week (to Sunday) or This month. Each tab shows how many items it holds.
- Overdue items always stay on top, whatever tab you are on, until they are done.
- Narrow the list with Company and Close. Tick one, several or all. Clear filters puts everything back.
- Click an item to open the task and work on it. See Prepare, review and approve a task.
For staff managers
- Under the tabs, By person shows how many items each person has, with their overdue count. Click a name to filter to them.
- Use the Staff filter to see several people at once, or Nobody assigned to find tasks no one holds a role for.
Mentions
Mentioned you at the bottom lists comments from the last 14 days where someone @mentioned you. Click one to open the task and reply.
Nothing showing? Try a longer range, or open Pending to see every open task.