My Work is a centralized, personalized workspace within OnePlan where team members can see all of their assigned items across every project, in one place. Instead of hopping between project plans, digging through emails, or waiting for a project manager to tell them what’s next, team members have a single, focused view of exactly what they’re responsible for.
That includes tasks, backlog items, risks, issues, changes, action items, and other work items. Everything is pulled together in a single view, so team members always know what needs attention and when.
The Three Views: List, Board, and Resource Plan
My Work isn’t limited to a single view. Team members can choose how they want to see their work:
- List View – A flat, sortable list of all assigned work items. This is the default view and works well for day-to-day task management. From here, team members can update fields inline, filter by project or status, group items, and save custom view configurations.
- Board View – A Kanban-style board that lets team members visualize their work by status (Not Started, In Progress, Complete, etc.). Great for anyone who prefers to manage work visually and drag tasks across stages as they progress.
- Personal Resource Plan – A calendar-style view that shows each team member’s capacity and how their assignments map to their available time. This is especially useful for understanding workload and identifying conflicts before they become a problem.
All three views pull from the same underlying data, so each team member can choose how they want to see the details based on their preferences.
Updating Tasks Directly in My Work
One of the most practical aspects of My Work is that team members can update their tasks without ever opening the project plan. Directly from the list or board, they can:
- Update % Done and Status. If you change Status from “Not Started” to “In Progress,” % Done automatically moves to 50%. Change it to “Complete” and % Done jumps to 100%. The sync goes both ways.
- Adjust due dates. If a deadline is looking tight, team members can flag it directly in their My Work view, which signals to the plan manager that a conversation is needed.
- Add activities and notes to individual work items to provide context or document progress.
- Mark tasks complete with a single click.
Once a team member submits their updates, the plan manager receives them for review. There’s an approval status indicator in My Work so team members can see at a glance whether their updates have been accepted.
Filtering, Grouping, and Custom Views
My Work is designed to be flexible. Team members can:
- Filter by plan, status, date range, or other fields to focus on what’s relevant right now.
- Group items by plan, status, or due date.
- Sort by any column.
- Save custom view configurations so they don’t have to re-set their preferred filters every time they log in.
This makes it easy for someone juggling five projects to zero in on just one—or to see everything due this week across all of them at once.
Time Off Requests
My Work also handles time off. Team members can submit time off requests directly from the My Work section, and those entries feed into the Resource Plan once approved, so capacity planning stays accurate.
Mobile Access
For team members who aren’t always at a desk, OnePlan has a mobile app that supports My Work. Task updates can all be handled on the go—which means there’s no excuse for stale data sitting in the plan while a team member is out in the field.
How It Connects Back to the Plan
Everything a team member does in My Work connects back to the project plan in real time. When they update a status, those changes surface to the plan manager for review. Once approved, the plan reflects the actual state of the work.
This is what makes My Work the mechanism by which the project plan stays current—without the project manager having to manually chase down updates.
