My Work Overview

My Work is the central place to see and manage tasks across the platform. Instead of moving between different modules, Team Members can view and work on tasks related to assessments, programs, hotline reports, incidents, policies, and more all in one place.

Email notifications will take you directly to My Work, so you can quickly jump into the task that needs attention.

Team Members will only see tasks that are assigned to them in My Work, helping keep the dashboard focused and easy to manage.

How to Access My Work

Navigating the Task List

Filters

Taking Action on Tasks

How to Access My Work

1. Log in to the platform.

2. From the homepage, locate My Work in the left-hand navigation menu.

3. Click My Work to open your task dashboard.

Navigating the Task list

Task Summary Bar

At the top of the dashboard, you’ll see a summary panel that shows:

• New tasks assigned to you

• Upcoming tasks and deadlines

• Overdue tasks

This provides a quick snapshot of your tasks before reviewing them individually.

Filters

Filters at the top of the page help you narrow down what appears on the task list.

• Assigned To – Defaults to your tasks but can be changed using the Show my work dropdown.

• Location – Filter tasks by a specific location.

• Module – Focus on a specific area such as Assessments, Programs, Hotline Reports, or Incidents.
  
  
  

• Quick Filters – Filter by New, Upcoming, or Overdue to prioritize work.
  

Taking Action on Tasks

Tasks appear as individual cards on the task list. Each card represents an action item.

View a Task

1. Locate the task card on your dashboard.

2. Click View to open the task.

3. Review the details and complete any required action (for example, reviewing a policy or completing an assessment control).

4. When finished, return to My Work to continue with your next task.

Dismiss Task when Complete

       1. After opening the task and completing use the X on the right hand side to dismiss the                  task

       2. An option to undo the dismissal will also appear after selection incase it was selected                   prematurely 

Take Action Without Leaving My Work

Some tasks, such as assessment controls, can be completed directly from the dashboard.

1. Click the action button on the task card ( ex: Mark As Reviewed; Update Task)

2. Make your selections and submit.

3. You will remain on the My Work page so you can continue working through your task list.

Get More Detail

If you need additional context or want to take further action, you can open the full module page directly from the task card. After completing the task there, return to My Work to continue with your list.