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heycollab

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Utilizing the Work and My Work Sections​

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Utilizing Work and My Work Sections

Admins in a Workspace have access to the Work window.
The Dashboard shows a summary of all team members in the Workspace.
Filter this by searching for a specific team member in the search bar.
Or choose a specific time frame in the drop down menu on the top far right of the window.
The Workload graph gives a visual of activity for your team members.
Hover over their profile picture to reveal their name.
Hover over the bar to see specific task counts they are working on.
Or view their profile card below to see even more of a team member’s work details.
The labels displayed are tracked by the labels assigned to a task.
Click each drop down to see which specific tasks they are working on which have that label.

The top row of the Work window also allows you to select My Work to see your activity or select a specific team member from the drop down to see their activity.
When a team members work is shown, there will be four summary icons at the top:
Tasks Completed, Hours Worked, Messages Sent, and Comments Posted.

From the Dashboard screen you can create tasks across all Workspaces by clicking the “New Task” button at the top.
The window allows you to choose your task name, add a description, and create subtasks.
Choose the specific Workspace for your task in the drop down
Depending on which Workspace is chosen will allow you to assign certain team members to the task.

The My Work window allows you to see an overall summary of your activity in the Workspace
When your work is shown, there will be four summary icons at the top:
Tasks Completed, Hours Worked, Messages Sent, and Comments Posted.
The top section is “Tasks Assigned to Me” and is a collection of your work.
This previews important details like: due dates, tracked time, labels, and Workspace.
Click on the Workspace on the far right to jump directly into that Task board.

Organize your window by creating a List.
Click the “New List” button at the top row of the window, and the list will be added to the bottom of the display window.
Click on the name to edit and type your own name for the list.
To re-order a list you can click and drag it in any order under the “Tasks Assigned to Me” list.
Simply drag any Task in the window into any list you create to organize your work.

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