Work Plan - Update Your Assigned Work Items

This article explains how team members can update the status of their assigned work items in OnePlan. Keeping your work items up to date helps your project manager and team stay aligned and make informed decisions.

What you will accomplish
By the end of this article, you will be able to update the status of your assigned work items using My Work, Timesheets, or the Status Update form.

Requirements

Before you begin, make sure you have:

• A OnePlan account
• Work items assigned to you in one or more Work Plans
• Access to My Work, Timesheets, or a status update request

Background

As a team member, you’re responsible for keeping your assigned work items up to date. OnePlan provides multiple ways to update status, depending on how you prefer to work:

• From the My Work view
• While logging time in Timesheets
• Using the Status Update form sent via email or system notification

Each method uses the same Quick Edit form, which includes an Update Status section. This section groups all relevant status fields together and provides helpful context—like assigned resources and dependencies—so you can submit accurate updates with confidence.

Instructions

Option 1: Update status in My Work

1. Go to My Work from the left navigation.
2. Find the work item you want to update.
3. Click the item to open the Quick Edit form.
4. Scroll to the Update Status section.
5. Fill in the status fields (e.g., % Complete, Status, Accomplishments).
6. Review any additional context such as assigned resources or dependencies.
7. Click Save.

Option 2: Update status in Timesheets

1. Go to Timesheets from the left navigation.
2. Locate the work item you’re logging time for.
3. Click the item to open the Quick Edit form.
4. Enter your time in the Time Entry section.
5. Scroll to the Update Status section.
6. Complete the status fields.
7. Review any additional context such as assigned resources or dependencies.
8. Click Save.

Option 3: Update status from the Status Update form

1. Open the "Please Update..." email or system notification.
2. Click Open Update Form. The form will open in your browser and display the first work item assigned to you.
3. In the Update Status section, complete the relevant fields for that work item
4. Review any additional context provided, such as assigned resources and dependencies.
5. If you have multiple work items to update:
   1. Click Next to move to the next item.
   2. Repeat steps 4–5 for each work item.
6. After reviewing and updating all items, click Finish to submit your updates.

Related Resources

• Work Plan - Request Work Item Status Updates - As a project manager, how to use the Request Update feature to request work item status updates from your team.
• Work Plan - Review Work Item Status Updates - As a project manager, how to review Status Updates on work items before incorporating the changes to the schedule.
• My Work - Update Work Item Status - As a project team member, how to update work item status from My Work.
• Timesheets - Update Work Item Status - As a project team member, how to update work item status from your Timesheet.