Use My Work and Summary

My Work and Summary are built-in dashboard review pages.

Use My Work to:

1. See work assigned to you or owned by you.
2. Review Focused Work, Due Now, Mentions, blocked/waiting work, upcoming work, and recent updates.
3. Create a quick task without leaving the review page.
4. Check whether your personal queue is healthy.

Use Summary to:

1. Review Space-level health, risk, deadline pressure, goal signals, and completion flow.
2. Find work that needs attention before opening individual Lists.
3. Compare the current review period with the previous period when a widget supports comparison.
4. Use a consistent review page for operating meetings.

Before you start

• You need access to the source work behind each widget.
• My Work results are scoped to your user account in the current Space.
• Summary results are scoped to the current Space and the work you can access.
• Quick task capture requires permission to create tasks.

My Work reference

My Work focuses on your personal queue.

Common widgets include:

Widget	What it helps you review
Focused Work	Tasks you pinned to Focus for current attention.
Due Now	Overdue work, due-today work, and reminders that need action now.
@Mentions	Mentions from tasks, CRM activity, and chat that need a response.
Blocked / Waiting	Work that is blocked or waiting on another action.
Next Up	Upcoming work and reminders.
Assigned Recently	New work that entered your queue.
Ready to Start	Work whose planned start has arrived.
Time Log Catch-Up	Completed work that may need time recorded.
Recently Touched	Open work you recently updated.

My Work toolbar

Control	What it does
New Task	Opens quick task capture.
Subtasks	Includes or excludes subtasks in dashboard results.
Date range	Changes the period for date-based widgets.
Mobile filter button	Opens Subtasks and date range controls on small screens.

Quick task from My Work

The New Task button opens a compact task capture panel.

Fields and actions:

Field/action	What it does
List selector	Chooses where the task will be created. If no List is selected, the app uses the root Space capture location.
Task name	The title for the new task.
Add to Focus	Adds the new task to Focus when enabled. The preference is remembered on the device when possible.
Cancel	Closes without creating the task.
+ Task	Creates the task and closes the panel.

Best practice:

1. Choose the List first when the task belongs in a specific List.
2. Enter a clear task name.
3. Turn on Add to Focus only when the task needs current attention.
4. Open the task later if you need description, dates, status, owner, assignees, tags, dependencies, or attachments.

Summary reference

Summary focuses on Space-wide operating review.

Common widgets include:

Widget	What it helps you review
Work Health Score	Overall health based on overdue, stale, missing-due-date, blocked, and goal-risk signals.
At-Risk Work	Open work with risk drivers.
Overdue Exposure	How much open work is already overdue.
Completion Flow	Whether work is being completed as fast as it is created.
Goal Confidence	Whether goals are on track, watch, or at risk.
Risk Drivers	Which risk sources are creating the most pressure.
Needs Attention	A focused queue of high-risk work.
Risk by Owner	Where risky work is concentrated by person.
Planning Quality	Missing dates, owners, priority, stale work, or blocked work.
Deadline Forecast	Overdue, due-today, upcoming, and unscheduled work.
Intake vs Capacity	Whether new work is arriving faster than completion.

How to review My Work

1. Open My Work.
2. Confirm the active Space.
3. Set the date range if you are reviewing a specific period.
4. Decide whether subtasks should be included.
5. Start with Due Now, Focused Work, @Mentions, and Blocked / Waiting.
6. Open any item that needs action.
7. Use New Task only for quick capture; open the full task later for detailed fields.

Expected outcome: You know what needs your attention next.

How to review Summary

1. Open Summary.
2. Confirm the active Space.
3. Set the date range for the review.
4. Decide whether subtasks should be included.
5. Scan status labels first: Critical, Risk, Watch, On Track, or No Data.
6. Open widgets with risk or critical signals when details are available.
7. Update source tasks, goals, owners, dates, blockers, or priorities from the source work.

Expected outcome: You can identify operational problems without inspecting every List manually.

Troubleshooting

My Work looks empty

• Symptom: Focused Work, Due Now, Mentions, or other My Work widgets show no rows.
• Cause: There may be no matching assigned/owned work, mentions, reminders, due items, or recent activity in the selected period.
• Resolution:
  1. Confirm the active Space.
  2. Change the date range.
  3. Toggle Subtasks if needed.
  4. Check task owners, assignees, due dates, reminders, and mentions in the source work.

Summary numbers differ from a List

• Symptom: Summary does not match a List count.
• Cause: Summary may use a different date range, subtasks setting, source scope, risk definition, or permission boundary.
• Resolution:
  1. Match the date range.
  2. Check Subtasks.
  3. Compare with source List filters.
  4. Open the widget details or source work before reporting a mismatch.

New Task is missing or disabled

• Symptom: You cannot create a task from My Work.
• Cause: Task creation may be unavailable for your role, the Space may not be ready, or the button may be hidden by screen size.
• Resolution:
  1. Confirm task create access.
  2. Try creating from Command Center.
  3. Ask a Space admin to confirm task creation permissions.

A built-in dashboard cannot be edited

• Symptom: Add Widget and widget actions are not available.
• Cause: My Work and Summary use fixed widgets.
• Resolution:
  1. Use My Work or Summary for review.
  2. Create a custom dashboard if you need a different layout.

FAQ

Is My Work the same as a List?

No. My Work is a personal review page. Lists are structured containers with views, fields, filters, and task management.

Why does Summary include work I do not own?

Summary reviews the current Space, not only your personal queue. It includes accessible work across the Space.

Does Subtasks change all widgets?

The dashboard Subtasks toggle overrides widget subtask settings for the current review.

Related topics

• Read Dashboard metrics, labels, and thresholds
• Dashboard widget reference