Work from My Work

My Work is the first item in the sidebar and the first thing most members open each day. It answers one question, “what needs me?”, across every project you are on: the tasks assigned to you or that you collaborate on, the issues you own, the places you were @mentioned, the reviews waiting on your decision, and anything that has slipped past its due date. Nothing on the page is configured; it fills itself from your existing work.

Everyone in the organization gets My Work, on every plan. Guests see it too, though most tabs stay empty until work is assigned to them.

Opening My Work, switching to the Tasks tab, filtering Status to In Progress so five tasks become two, then opening the Calendar tab

The seven tabs

Each tab carries a count badge, and the summary line under the page title totals your open work in one sentence (or tells you “You’re all caught up”).

• All. Everything from the other tabs on one page, grouped into sections ordered by urgency: Overdue first, then Pending reviews, Open issues, Mentions, and finally Your tasks. This is the triage view; start here in the morning.
• Tasks. Every open task assigned to you, or that you collaborate on, across all your projects, ordered soonest-due first, in a table showing project, due date (color-coded as it approaches), and status. A task you collaborate on carries a Collaborating chip naming who holds it. Subtasks assigned to you count as your work too, and a task drops off the page when it is completed. Hover a row for a card with the description, priority, progress, and comment and attachment counts; click a row to open the task inside its project. The list loads 50 tasks at a time up to 200, after which a link routes you to the Projects page to browse exhaustively.
• Calendar. The same tasks as the Tasks tab, laid out on a date grid so you can see the shape of your week. Chips are labelled with the task title; switch to Week view (or hover a chip in Month view) to see which project each one comes from. Clicking one opens that task’s edit dialog in place, already scoped to the right project. See Use calendar and burndown views for the project-level version.
• Issues. Open issues you own or reported, across every project, with severity, status, and age. A resolved issue drops off the list on its own. See Track issues for the full Issue Log.
• Mentions. Places teammates @mentioned you in the last 30 days, each with a snippet and a link straight to the underlying task, project, or proposal. See Comment and mention.
• Reviews. Proposal gate reviews where you are a designated reviewer and your decision is still pending. Each row links to the proposal; hover for its stage, priority, and submitter. See Review a gate.
• Reminders. Tasks assigned to you whose due date has passed and which are not yet Done. A task you collaborate on stays on the Tasks tab and never becomes a reminder. You never create a reminder; the tab derives them from your task list, so completing or rescheduling a task clears its reminder instantly.

Note

Gate reviews are part of Enterprise governance, so on other plans the Reviews tab simply stays empty. Guests do not receive review requests regardless of plan.

Filter and search your tasks

A search box in the header filters whichever tab is active, and your query survives tab switches. It matches task titles, project names, and descriptions (and, on the other tabs, mention snippets and proposal titles), entirely in the browser with no waiting on the server.

On the Tasks tab, a row of filter chips narrows the list further:

• Project, any project you have tasks in.
• Status, To Do, In Progress, Review, Done, or Blocked.
• Priority, Critical, High, Medium, or Low.
• Due, Overdue, Due today, Next 7 days, Next 14 days, Next 30 days, or No due date. The next-days ranges count from today, today included.
• Role, Assigned to me or Collaborating.

A “Showing X of Y tasks” counter and a Clear filters link keep you oriented. “Overdue” and “Due today” compare calendar days in your own timezone, and a completed task never counts as overdue.

Tip

Filters set on the Tasks tab persist while you move around the page, and they also shape the Calendar tab and the task section of the All tab, since those render the same filtered list. If the calendar looks thinner than expected, check for an active filter or search first.

See every task in the projects you manage

The selector at the top of the page, beside Saved views and the search box, sets whose tasks the page lists:

• Assigned to me, the default: your own tasks and the ones you collaborate on.
• All tasks in projects I manage: every open task in each project you manage, whoever holds it. You manage a project when you own it, or when your role on it can edit the project (Project Manager by default, or a custom role your organization gave that permission).

In the wider view, a task held by someone else names them (Assigned to and their name), and a task nobody holds reads Unassigned. The filters, search and Due ranges work the same in both views. The wider view shows you what is moving, not what you owe: a task held by someone else never turns up in your Reminders tab. A saved view remembers which of the two it was saved with.

Change a task without opening it

Every task row on the All and Tasks tabs has two controls of its own, so the common changes take one click:

• The checkbox at the start of the row marks the task done. The task leaves the list, and a message with Undo stays up for eight seconds in case you meant another one.
• The ⋯ menu (Task actions) at the end of the row:
  • Snooze to Today, Tomorrow or Next week (seven days from today), which moves the due date.
  • Pick a date… to set any due date, and Clear the due date when the task has one.
  • Priority: Critical, High, Medium or Low, with a tick against the current one.

The row shows the change at once. If you are not allowed to change that task, the row goes back to how it was and a message says why. Anything else, such as the assignee, the description or the start date, is edited by opening the task.

Add a task with quick add

The Add a task box sits above the list on the All and Tasks tabs. Type the task in a line and press Enter, or select Add.

1. Type the task, for example Call Sam tomorrow, high priority.
2. Check what Onplana read from it. Under the box it shows the due date (Due and the date) and the priority it found, before anything is created; those words are taken out of the title.
3. Check the project in the picker that appears beside the box once you click into it. Change it there if it is not the right one.
4. Press Enter. A message confirms the project it went into, with Open it to go to the task.

The box understands these words, in English and in the language you use Onplana in:

You type	It sets
today, tonight	Due today
tomorrow	Due tomorrow
next week	Due seven days from today
in 3 days (any number)	Due that many days from today
friday, on friday	Due the coming Friday (in English, next friday is the Friday of next week)
urgent, asap, critical, !!!	Critical priority
high priority, important, p1, !!	High priority
low priority, whenever, someday	Low priority

by, due and before in front of a date go with it, so Renew the lease by friday becomes the title “Renew the lease”. Written dates such as 12/03 are not read, because they mean different days in different countries; set those with the ⋯ menu afterwards.

Which project it goes into. A project whose name appears in the text is used first. Otherwise the box uses the project you last added to from it (remembered on this device), or the first open project. Finished, cancelled and archived projects are not offered.

Dates and the assignee. A task added here starts today and, when you typed no date, is due a week from today, as a task created in a project is. It is assigned to you when you are on that project’s team. When you are not, it is created unassigned, and the message says it will not show on My Work, with Open it to find it in its project.

Link straight to a tab

The active tab is part of the URL, so /my-work?tab=reviews opens Reviews directly, and switching tabs updates the address bar. Valid values are all, tasks, calendar, issues, mentions, reviews, and reminders. Bookmark the one you live in, or share a link that lands a teammate on the right tab.

Task-filter parameters work in links too: ?status=, ?priority=, ?due= (overdue, today, week, next14, next30, or no-date), ?role= (assigned or collaborating), and ?project= pre-set the Tasks filters on arrival, and ?scope=managed opens the all-tasks view, so /my-work?tab=tasks&scope=managed&due=next30 lists everything due in the next 30 days across the projects you manage. This is how the Dashboard’s Overdue and Due Today tiles deep-link here already. These filter parameters are read once when the page opens and are not written back as you refine, so the link stays a clean “starting state”.

How this differs from the notification bell

The bell in the top bar and My Work overlap, but they answer different questions:

• The bell is a chronological stream of everything Onplana notifies you about, which you read and mark as read. Once read, an item’s job is done.
• Mentions is the slice of that stream where someone called on you by name, kept for 30 days and linked to the exact task, project, or proposal, so a mention you saw but did not act on is still findable tomorrow.
• Reviews shows only decisions that are still waiting on you. A review leaves the tab when you decide it, not when you read about it.
• Reminders are not notifications at all. They are computed live from your task list, so there is nothing to dismiss; fixing the task (finish it or move its date) is what clears the reminder.

In short: the bell tells you what happened; My Work tells you what still needs you.

A five-minute morning triage

1. Open My Work and read the summary line under the title. If it says you are all caught up, you are done.
2. On the All tab, work the sections top to bottom: clear or reschedule anything Overdue, decide Pending reviews, then scan Open issues and Mentions for anything blocking a teammate.
3. Switch to Tasks, set the Due filter to Due today, and you have your working list for the day.

Best practices

1. Trust the Reminders tab over your memory. It is derived from real due dates, so it cannot forget. If it is regularly long, the fix is not to work faster, it is to set due dates you actually believe when tasks are created.
2. Use the Due filter instead of scrolling. “Due today” and “Next 7 days” turn a two-hundred-row backlog into a working list in one click, and the filter survives tab switches.
3. Treat Mentions as a second inbox. A mention is a teammate waiting on you. Reading it in the bell leaves it on this tab for the full 30 days, so one you saw but did not act on is still here tomorrow. Dismissing it in the bell deletes the notification outright, and it leaves this tab with it.
4. Bookmark your tab. If you are a gate reviewer, bookmark /my-work?tab=reviews; if you triage issues, bookmark /my-work?tab=issues. The tab is in the URL for exactly this.

Troubleshooting / common pitfalls

• The Tasks tab shows work I never accepted. If nothing is assigned to you yet and you collaborate on nothing, My Work shows the unassigned open tasks in projects you own instead, with a banner saying so. Assign those tasks to yourself and the list switches to real assignments; assign them to a teammate and they simply leave your list.
• The Calendar or All tab looks incomplete. The Tasks-tab filters and the search box shape those views too. Open the Tasks tab and select Clear filters, then clear the search box.
• The Reviews tab is always empty. Gate reviews require Enterprise governance, and rows appear only when you are designated as a reviewer on a pending gate. If your organization runs governance and you expect reviews, ask an admin to check the gate reviewer lists under Organization Settings.
• A task due today is showing as overdue (or the reverse). Due-date urgency is compared by calendar day in your device’s timezone. Check your system clock and timezone before assuming the date on the task is wrong.
• I set the Status filter to Done and nothing shows. My Work loads open work only; completing a task removes it from the page. Finished tasks live on inside their project’s views and reports.
• A task from a finished project is still in my list. That is deliberate. Closing a project does not close its open tasks, and those loose ends stay visible here until each task is completed.

FAQs

Does My Work show tasks from every project I am in? Yes. It aggregates across all your projects; there is no per-project setup. Use the Project filter chip on the Tasks tab to focus on one.

Can I create a task from My Work? Yes, a quick one: type it in the Add a task box above the list (see Add a task with quick add). For a task with more detail, such as an assignee, dependencies or an estimate, create it inside its project. See Work with tasks.

Why do the tab badges change when I type in the search box? The badges count what each tab would show right now, including your search and filters. The summary line under the page title always shows the unfiltered totals.

I am a Guest. Why is My Work mostly empty? Guests see My Work like everyone else, but the tabs only fill with work assigned to you or that you collaborate on, issues you own or reported, and mentions of you. An empty page means nothing needs you yet.

Do reminders include timesheets or capacity? Not today. Reminders are overdue tasks assigned to you; a task you collaborate on stays in your list and never in Reminders. Timesheet reminders arrive through notifications when your organization enables timesheet enforcement.

Related

• Create your first project, where the tasks that feed My Work come from
• Work with tasks, everything a task row links into
• Work with task collaborators, the tasks you work on without holding them
• Track issues, the full Issue Log behind the Issues tab
• Review a gate, what to do when the Reviews tab has a row