My Work

The My Work widget on the home page in Altus provides a personalised view of all your assigned tasks and work items, helping you stay organised and on top of your priorities. This dashboard brings together overdue items, tasks due today, upcoming deadlines, and more—all in one place.

Key Features

• Personal Dashboard: See a summary of your work items, including overdue tasks, items due today, and upcoming deadlines.
• Quick Filters: Easily filter by work item type, project, or search for specific tasks.
• Status Indicators: Visual cues show the status of each item (e.g., overdue, due today, due soon).
• Direct Access: Click on any work item to view details or update its status.

How It Works

1. Assigned Items: Any item assigned to you from the configured registers will automatically appear on your My Work dashboard.
2. Due Dates: Items are grouped and highlighted based on their due dates, making it easy to see what needs attention.

Tips for Use

• Use the search and filter options to quickly find specific work items.
• Check your My Work page regularly to stay on top of deadlines and priorities.
• Administrators can update the configuration to ensure the most relevant registers are included for your organisation.

Configuration

The registers and work item types displayed on the My Work page are managed through the Altus Home Configuration settings. You can add, edit, reorder, or remove registers to tailor the My Work experience for your organisation.

Altus Home Configuration

• The out of the box registers (such as Issues, Risks, Deliverables, Decisions, and Change Requests) are already setup within this configuration.
• Administrators can configure which registers appear on the My Work page.

When setting up or editing a register for the My Work page, you will need to fill in several key fields to ensure items display correctly:

• Register: Select the register you want to configure (e.g., Issues, Risks).
• Active Assigned View: Choose the view that shows active items assigned to the user (e.g., My Active Issues).
  • The Active Assigned View should provide, at a minimum:
    • The name of the register item
    • The due date of the register item
    • The status of the register item
  • Additionally, configure the view to filter items so that users only see "Active" items relevant to them.
  • For example, with the out-of-the-box risk register, the Active Assigned View is "My Active Risks". This view applies the following filters:
    • Assigned to: Equals current user
    • Status reason: Equals Active
• Name Field: Specify the field that indicates the name of the item (e.g., Risk Name). This must be present on the Active Assigned View.
• Date Field: Select the field that indicates when an item should be completed (e.g., Due Date). This column must be present on the Active Assigned View.
• Lookup Field: Choose the lookup field that links the item to a related record (e.g., Project). This column must be present on the Active Assigned View.
• Status Field: Specify the field that describes the status of the item (e.g., In Progress, Completed). This column must be present on the Active Assigned View.

Completing these fields ensures that your work items are correctly displayed on the My Work page.

Note

If the My Work widget is showing incorrect records, check your Active Assigned Views to ensure they’re configured correctly.