Keep up the good work, you’re almost finished learning the basics of Process Street!
In this lesson we’re going to cover:
Estimated time for this lesson ~ 20 minutes
This lesson is part of our onboarding program. Find out more about what you’ll learn from the program when you’re getting started.
My Work allows you to stay on top of your work, so nothing gets forgotten. Here you can see what you need to work on, as it shows all active workflow runs, tasks, and approvals assigned to you. It shows which tasks are due soon, what’s overdue, and also anything that’s upcoming.
Each time you’re assigned to a new scheduled workflow run, you will also see that in My Work.
It also shows you comments on the tasks and workflow runs assigned to you.
You can work through your tasks and workflow runs one by one, completing form fields, adding comments, and uploading attachments, all directly from My Work. You can snooze tasks that you want to work on later or complete them with a single click (more on this below).
You can also check your team members’ assignments (if you’re an admin or a Member with “edit” or “view all” permissions). This allows team leaders or managers to monitor the workload between different people or groups, and reassign if needed. You can also see your team’s overdue tasks or workflow runs so you can support that person to get the job done.
We recommend all of your team bookmark My Work, as it’s the perfect place to start your working day.
My Work is packed full of great features, some of which won’t be obvious at first glance, but that’s why we’re here – to get you using Process Street like a pro!
Search box
Use the search box to find a workflow run or a task by name, or to see the workflow from which your tasks have been run.
‘All types’ drop-down
‘All’ is the default view in this drop-down, but you can use it to filter out just workflow tasks, workflow runs, tasks, or Approvals. The choice is yours.
‘Assignee’ drop-down
The default view is where you’ll see everything assigned to you. If you click on the drop-down button, you can switch between different team members or groups in your organization to see what My Work looks like for them. Note that only admins and Members with “edit” or “view all” permissions can see this drop-down but not Guests (External).
‘All Workflows’ dropdown
You can also filter your work by selecting specific workflows from this dropdown. This helps you focus on your work in batches or one workflow at a time.
Grouping
You can group your work by due dates or by workflow runs using this filter.
Snooze
You can snooze your work until you’re ready to take action on it. Hover over the item and you’ll see the snooze icon next to its name. Clicking this icon gives you a few snoozing options:
You can also multi-select tasks and workflow runs to snooze more than one item at once.
Comments
You can access the comments on any task by clicking the comments icon next to the task or workflow run in My Work. You can also reply to the comments from here.
In My Work, you can also reassign tasks and workflow runs, edit due dates, and complete or snooze tasks and workflow runs in bulk.
Working on a workflow run or task
Click on a task or workflow name in the first column to work on it. Here you can fill form fields, upload attachments, add comments, or mark tasks as complete.
Completing a task will expand the next item on your list as per the filters, sorting, or grouping applied.
You can also create Tasks in My Work to manage your ad hoc work.
There’s a lot going on in My Work and you may find that you hit a few snags whilst finding your way around. Some questions you might find yourself asking are:
Where has that workflow run or task gone?
If an item isn’t in your main list, check in the Snoozed filter to see if it has been snoozed. You can also use the search box at the top of your list to search for it by name.
Maybe you’ve filtered the ‘All Types’ drop-down to only show tasks, or workflow runs? This is super easy to rectify, select All in the ‘All types’ dropdown and see if it re-appears.
If you still can’t find a specific workflow run or task, it may have been completed or archived. If you accidentally completed an item, you may need to ask an Admin in your organization to reactivate the workflow run if you’ve not finished working on it.
If you’re a member, you may not have permission to see a certain task or workflow. Check with your admin to see if they have task permission set, which may be blocking your access to that item.
If you’ve exhausted the options above, then the best place to search for workflow runs is in your Reports area.
Why can’t I see anything that’s assigned to me?
You’re either not looking at the correct filtered view (Assigned to me) or you’ve not actually been assigned to anything! If you know that you should be assigned to a task, an approval, or a workflow run, it’s easy to check this in the Workflow editor or the scheduling tool. Or you could still be looking at a filtered view of tasks or workflow runs instead of ‘All types’.
How do I get back to the default settings?
My Work’s default view is to show you ‘All types’ of work with you as the ‘Assignee’. However, if you had set any filters the last time you were in there, you will continue to see that view. If you’re not sure what to click on, reset all filters to ‘clear all’.
Once you have workflows running in your Process Street organization, you can use it as your main ‘to-do list’ and work through your assigned Workflow runs or tasks in priority order.
You’ll be able to see at a glance what needs working on, if anything is overdue and if you’re a manager, what your team members need to focus on. Once you’ve bookmarked My Work (and ask your team to do the same) you’ll never have to search through your dashboard to find what you need to work on!
One of our customers, Alarca Realty, has used Process Street to reduce human error by creating formal, structured processes and it’s given them the ability to monitor those processes in real-time. They say that out of all the features, My Work is one of their favorites:
“We’ve embraced [the features in Process Street] full force. They’ve just made everything much better. For example, with My Work, each user can go to one place and see all the tasks they have due without having to open up 17 spreadsheets”
Bookmark My Work so you can find it easily each time your workday starts.
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Workflows