My Work provides a single-page view of an analyst’s upcoming calendar events, assigned tickets, tasks from Planner, and unread emails.
To view the My Work dashboard:
- In the left navigation, go to My Work.
A list of your calendar events.
A list of active tickets assigned to you. Active tickets have a status other than Closed or Deflected.
Select a ticket to view and edit it.
A list of the Planner tasks assigned to you. New tasks can be added and current tasks can be completed, re-assigned, and deleted.
To add a new task:
- Select + Add.
- Enter in the task information.
- Select a shared plan from Planner. If you do not have a shared plan, see below for steps on creating a new one.
- Select a bucket.
- (Optional) Select a due date for the task.
- Select users to assign task to. If you do not add yourself as an assigned user this task will not be listed after adding.
- Once the task information is entered, select + to add the task.
You have added a task!
If you do not have a shared plan to add tasks to, you may need to create one in the Tasks by Planner and To Do app in Teams.
To create a shared plan in Teams:
- Open the Tasks by Planner and To Do app, then select + New list or plan.
- Enter in a plan name, then select the Team and Channel to create a shared plan.
- Select Create to create the shared plan.
You have created a shared plan and are ready to start adding tasks!
A list of your emails.
Select the subject for an email to open it in your mailbox.
