Deprecating 'My Work' in Task Manager

What is This?

We've made an important improvement to your Task Manager experience! We've streamlined the way you access tasks, projects, and accounts by deprecating the My Work section and integrating its functionalities directly into the task, project, and account tables.

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How to Use

1. Go to the accounts table and use the dropdown. Options include:

  • My accounts. Accounts where the assignee is the current user.
  • Active accounts. Accounts that will generate tasks automatically from products like Reputation Management and Social Marketing. For example, an active account with Reputation Management enabled will generate tasks when new reviews are detected.
  • Inactive accounts. Accounts that will not generate tasks automatically from products like Reputation Management and Social Marketing.
  • Unassigned accounts. Accounts not assigned to any user. This is useful to find unowned clients whose tasks might slip through the cracks.

2. Go to the tasks table and use the dropdown. Options include:

  • My tasks, all tasks, unassigned tasks (similar to those in the accounts table)
  • On the Completed tab, cancelled tasks

3. Go to the projects table and use the dropdown.

  • Options are identical to the task table (my projects, all projects, etc.)

These drop-downs apply a filter. If the filter is altered, the dropdown returns to the default state. 

 

FAQs

Q: Will this change affect my existing workflows?
A: This change is designed to enhance your workflows without major disruptions. If you've bookmarked specific My Work subpages, you may need to update those links.

Q: Who benefits the most from this change?
A: Digital agents, fulfillment teams, managers overseeing unassigned work, and new Partners will find this enhancement particularly beneficial.

Q: What if I have bookmarks in My Work?

A: All links under the My Work section will go to the corresponding table with the appropriate filters applied. For example, the Unassigned tasks link will go to the Tasks table with the Unassigned tasks view selected.

 

 

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