How to Set the Date Range in My Work in OnePlan

Direct Answer: How to Set the Date Range in My Work in OnePlan

To set the date range in My Work, click the Date Range menu in the My Work header, then use the calendar to select an end date. My Work compares each work item’s start date — not its due date — against the selected range and displays any item whose start date falls within it, even if that item’s due date extends well beyond the range. This applies to every Work Type in My Work (Tasks, Approvals, Risks, Issues, Changes, and others), and any item with no start date set always displays regardless of the range you choose.

What This Article Covers: Date Range in My Work

This article explains how to set the Date Range in My Work to control how much upcoming work is displayed.

What you will accomplish By the end of this article, you will be able to open the Date Range menu, select an end date, and understand which work items the date range does and does not affect.

Before You Begin: Date Range in My Work

Before you begin, make sure you have:

• Access to My Work in OnePlan
• A general understanding of how work items are displayed in My Work — see My Work Overview

Why This Matters: Date Range in My Work

Context: Focus on Relevant Work

My Work can display up to 180 days of upcoming work at once. Setting the Date Range lets you narrow that view to just the window you care about right now, rather than scrolling past work that is still months out. The filter works by comparing each work item’s start date to the selected range, so it applies to every Work Type in My Work — Tasks, Approvals, Risks, Issues, Changes, and others — not just a subset of them.

Context: A Rolling Start Date

The date range’s start boundary always begins with your oldest overdue work item, regardless of the end date you choose. My Work checks each item’s start date — not its due date — against this window: an item whose start date falls within the range displays even if its due date extends well beyond the end date you selected. Any work item with no start date set always displays, no matter what date range is selected.

Step-by-Step: Setting the Date Range in My Work in OnePlan

Task: Open the Date Range Menu

1. From My Work, click the Date Range menu in the My Work header.

Task: Select an End Date

1. Using the calendar interface, select the date you want to see work items through. Think of this as choosing the end date of a date range — the range begins with your oldest overdue work item and ends on the date you select.

Note: Work Types Affected by the Date Range The Date Range filter applies to every Work Type in My Work — Tasks, Approvals, Risks, Issues, Changes, and others. It filters on each item’s start date, not its due date: an item displays if its start date falls within the selected range, even if its due date extends beyond it. Any item with no start date set always displays, regardless of the range selected.

Frequently Asked Questions: Date Range in My Work

Q: What does the Date Range filter in My Work? A: In OnePlan, the Date Range filter compares each work item’s start date — not its due date — to the range you select, and it applies to every Work Type (Tasks, Approvals, Risks, Issues, Changes, and others). An item displays if its start date falls within the selected range, even if its due date extends beyond it. Any item with no start date set always displays, regardless of the range chosen.

Q: How far into the future can I set the Date Range in My Work? A: In OnePlan, you can set the Date Range up to 180 days into the future.

Q: Does narrowing the Date Range hide my overdue tasks? A: No. In OnePlan, the date range always begins with your oldest overdue work item, no matter what end date you choose. Narrowing the Date Range reduces the end of the window, but any item whose start date still falls within that window continues to display — it does not hide overdue work.

What to Do Next: Date Range in My Work

Continue managing My Work: - Manage My Work in Lists - Manage My Work in Boards - Create and Edit Views in My Work

Review the full picture of My Work: - My Work Overview