How to Set the Date Range in My Work in OnePlan

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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 displays work items beginning with your oldest overdue item and ending on the date you select, up to 180 days in the future.


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.

Context: A Rolling Start Date

The date range always begins with your oldest overdue task or approval, regardless of the end date you choose. This means setting a closer end date does not hide overdue items — it only narrows how far into the future the view extends.


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.
DEC_23_Set_Date_Range_in_My_Work.png

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 task and ends on the date you select.
DEC_23_My_WOrk_Date_Range_Select_Date_1.png
DEC_23_My_Work_Select_Date_Range_2.png

Note: Work Types Affected by the Date Range The Date Range only filters Work Type = Tasks or Approvals. It does not filter out other Work Types, such as Risks, Issues, or Changes — those continue to display regardless of the selected date range.


Frequently Asked Questions: Date Range in My Work

Q: What does the Date Range filter in My Work? A: In OnePlan, the Date Range filters only Work Type = Tasks and Approvals. Other Work Types, such as Risks, Issues, and Changes, are not filtered by the date range and continue to display regardless of the end date selected.


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 task or approval, no matter what end date you choose. Narrowing the Date Range only reduces how far into the future the view extends — 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

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