Ability to Customise "MyWork"
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Brad Hawkins
It would be great (and helpful) if one could customise the "MyWork" section. For example, expand on the "Group By" with more options.
Also allow to customise the displayed fields beyond what is available in the current form. For example, I am using multiple date fields (Due Date (Deadline), Review Date/s, Projected Install Dates, etc).
So when I want to have a reminder surrounding a date other than that of the "Due Date" it would be good to display additional data in this area.
The more it can be customised the better (in my opinion).
Nate Montgomery @ SmartSuite
Merged in a post:
Visibility in "My Work" section of client/account or Project a task relates to
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Michelle Brien
Currently the "My Work" section, doesn't show the Client/Account name or even Project for tasks - which makes it difficult to see at a glance which client/project the task relates to. It would be helpful to have this feature or be able to customise the "My work" screen.
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Michelle Brien
I'm new to SmartSuite and still trying to figure out the best ways to use it. It seems like the "My Work" section is a helpful summary of things I need to be working on across clients. In terms of workflow, this feels like the screen where I should start and end my day giving me an overview of priorities. And during the day be the place to add new tasks as they come up.
We are a professional services consultancy so have multiple clients and projects we are juggling at any one time. I'd like to be able to look at the "My Work" screen and have a column for Client / Account or Project - so that I can identify at a glance what the tasks relate to. As a workaround I've added in project codes to "Opportunities" and "Projects" - to give me the client and project info I need, however I haven't done this at a task level so I end up with tasks for different clients or projects and the only way to know who they are for is by clicking into the task - which feels like one step too many if I'm just wanting to plan my day.
I'm not finding the "Solution" column helpful, so in my mind if this was replaced by the client name or project name that would be helpful.
Of course, there may already be a better way to do what I'm asking, so if you can direct me to that it would be helpful.
Thanks
Jon Darbyshire
Hiya Michelle Brien, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you would like to customize the 'My Work' screen?
- What specific information about the client/account or project would you find most useful to see in the 'My Work' section?
- How would this change improve your workflow or productivity?
Brian Dollen
Merged in a post:
Turn "My Work" into a full solution or full page that is more interactive
Kerry Proctor
Holding all of my work in a pop up window is not helpful. It needs to be it's own solution or robust area where I can add direct records or edit ones. Example: Clickup does this very well with their "Me" view.
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Philip Bowles
I'd like to add to this request for customizing MyWork. Coming from Monday.com, they have the ability to filter MyWork by any team member.
So managers can get a quick glance at what's on another team member's workload by using MyWork and filtering to view any other user. It's very useful for seeing assigned tasks by user across multiple Solutions.
Chee Yuen Chan
For me I'm fond of using MyWork to jot down quick ideas, thoughts which I just wanted to capture which has potential to become tasks or further developed. However, I'm missing the flexibility to CONVERT them into records in the intended "Solution/App".
While some are just fleeting thoughts/tasks which we could just tick off in a checklist - very often for me i would want them to be developed into tasks in a "Solution/App"
At the current moment, even if we assigned Tasks created in MyWork to a solution - it cannot be found in the actual "Solution" at all. There should be a flexibility to "MOVE" them to "Solution/App". Of course, one can always copy and paste to create records in the "Solution/App" but this extra work could be avoided in my opinion.
Please consider as a new request if it does not fall in the right topic. Thanks!