'My Items' gives you an ego-centric view of everything you are assigned from across your ecosystem.
You can navigate to your My Items from your home page by either:
Navigating to My Items -> Open My Items on the top navigation; OR
Clicking anywhere in the Request and Actions section on the home page (depending on where you click you will be navigated to your My Items dashboard, filtered by the section of the dashboard you clicked on).
Listed items are colour coded to identify their type:
- Actions (blue)
- Decision (purple)
- Board task (Orange).
Below the title of an item you can see:
- Where the item comes from
- The date the item was created
- Whether there are any attachments on an item
As a due date falls overdue it will turn red.
To see more detail on an item - like the status of other assignees, or to view and upload documents - open the dialog box by clicking on the title of the item.
From the dialog box you can select / de-select options from the left hand panel:
|Checklist - Add checklist items to keep track of what you need to do. Add as many as you want with the ability to reorder or delete.|
|Attachments - add documents or links to your action so all supporting content is in one place.|
|Follow On - assign 'sub-actions' to people who may need to do things in support of your activity. Terminology is important here... The original item is known as the 'parent', the sub-action is known as a 'follow-on'. Follow-on actions are always shown under 'Follow On' on their parent with current status and individual progress. Clicking on a follow-on action opens it in it's own dialog box.|
|Open Parent - Follow-on actions have an extra navigation option called 'Open Parent' which allows you to navigate back to the dialogue for the parent item.|
|Comments - see all the contextual chat on the item since the day it was created!|
|Permalink - a unique URL for the item, making it easier to share with others.|
|Amend Action - to allow changes that may need to be added, you're able to edit/amend the details of the action.|
The ability to download documents can be turned off if there is a concern around document leakage, in which case uploaded documents can only be viewed using PREVIEW.
The decision dialogue lists all assignees with their individual approval status and any comments they may have had for a rejection or conditional approval.
|A conditional status on a decision is considered an OPEN status as you haven't made a decision either way. Items that are Approved or Rejected are considered closed and will be moved to closed items.|