Introduction to My Work
As a Team Member, staying on top of your tasks, updates, and communication is essential. OnePlan's 'My Work' module is designed to streamline this for you.
Interactive Tour
Take a guided tour through the OnePlan My Portfolio Area using this interactive demo. Click Continue to begin!
You can also click to enter full-screen mode for a better view.
Overview and Management of Assigned Work Items
Click on My Work in Navigation.
In the My Work view, you get a consolidated list of all work items you're responsible for.
Change View to My Work view.
Here's a rundown of your tasks, backlog, issues, changes, actions, etc., sorted by due dates.
You can update task statuses as you progress.
- Mark a task as complete: Select Complete for a task.
- Update task status: Modify Status to In Progress.
If a deadline seems tight, you can let the Plan Manager know: Adjust the Due Date for one of the tasks in your My Work list.
It's always good practice to set clear expectations.
Managing Activities and Conversations
Some tasks might need more detailed planning, but you do not want to impact the schedule.
Click the Activities button.
Break work down into smaller activities. Select a task with an activities icon and create a couple of activities.
Communication is key. By clicking the comment icon, you can have a conversation with the Plan manager and others assigned to the work item.
Click the Comments icon.
Customizing Your Work Views
You can personalize the My Work views how you would like.
For example, maybe you want to see My Work by the Due date.
Change the View to My Work by Due, then Expand.
Or maybe I want to see My Work by each Plan.
Change the View to My Work by Plan.
I can also suggest new tasks or work items: Click on the Add button drop-down.
I can create and suggest any type of work items to my Plan Manager (This requires a Team Member Plus license).
Visual Task Management with Kanban
Visual representations often simplify task management. Let's explore the Kanban board in My Work.
Click on the Board tab.
You can drag and drop cards to update work statuses.
You can customize your board and save your own views.
Change board view to My Work by Status and Priority.
Understanding Resource Allocations
As a Team Member, it is important to understand your future workload.
Click on the Resource Plan tab and Expand.
Now you can see which future Plans management is looking to allocate your time.
You can engage in discussions if you think there might be some conflict.
Click the ellipses menu, and select Comment.
Analyzing Your Work Assignments and Availability
You can see what you have been committed to, but also what tasks you have been assigned to.
Change Cost type to Scheduled and Expand.
Understand which Plans and Tasks you're assigned to and check your availability.
On the go with mobile
OnePlan also has a mobile app that team members can use to manage their My Work on the go.
Conclusion
OnePlan ensures you're well-equipped to handle all your work, collaborate with your team, and stay on track, ensuring projects are delivered on time.
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