loftCRM
Step 1 of 5 · 2 min

My work

What you will learn

  • Reading My work
  • Finding tasks with views and filters
  • Working a task
  • The work calendar
  • Clearing exceptions

What you need

  • Any sign-in; this guide uses Service delivery

My work → Overview.

your-workspace/#/mywork
My work for Ivan Tumusiime, service delivery.
My work for Ivan Tumusiime, service delivery.
  • Waiting on you now: requests, approvals and reviews that need your role, with a count and the first records.
  • Due today and Needs attention: your tasks that are due, overdue, blocked or unassigned in your team's queue.
  • The side list counts your tasks by state: mine, unassigned, due today, upcoming, overdue, blocked, completed, delegated by me.
  • All team tasks lists every task in your teams, as a list, board or calendar.

My tasks and Team tasks switch the scope. New task creates a task with a team, assignee and due date in working days.

Step 2 of 5 · 2 min

Tasks

My work → Tasks.

your-workspace/#/tasks
Tasks.
Tasks.

Saved views: my open tasks, team open tasks, unassigned, overdue, blocked, due in the next 7 days, everything you can see, delegated by me, completed and cancelled. Add filters, sort, choose columns, and Save current view… to keep your own.

Board groups the same tasks by state.

your-workspace/#/tasks
Tasks as a board.
Tasks as a board.
Step 3 of 5 · 2 min

A task

your-workspace/#/task?id=TSK-2117
Task TSK-2117.
Task TSK-2117.

A task shows its assignee, the accountable person, owning team, status, priority and due date, and the project, request or customer it belongs to. A task that is part of a request or project names that record's owner as accountable.

Use the checklist, comments and history on the task. Work belonging to a request stage or project opens on that record.

Step 4 of 5 · 1 min

Work calendar

My work → Calendar shows open tasks by due date, with project milestones (◆) on the days they fall.

your-workspace/#/workcal
Work calendar.
Work calendar.

Switch between Mine, My teams and All visible.

Step 5 of 5 · 2 min

Exceptions

My work → Exceptions lists what has gone wrong and needs a person: failed automation runs, overdue handovers and returned work.

your-workspace/#/exceptions
Exceptions.
Exceptions.

Each row shows the item, severity, the reason, the record it concerns, the owner and the recovery step, for example Work TSK-2112, then retry failed steps. Open run opens a failed automation run.