Consolidated My Open Items Workspace

The My Open Items global experience provides a centralized, one-click entry point to monitor and manage all your assigned action items across multiple companies and projects. This consolidated view eliminates the need to navigate into individual company accounts or separate project tools to find outstanding tasks.

• Required User Permissions: This dashboard aggregates items explicitly assigned to you across the system. Your view is governed by your existing user permissions on individual tools and projects.

• Smart Filtering: The filtering mechanism is dynamic. Drop-down menus only display choices for companies, projects, or item types where you currently have active open items.

• Table Customization: Table density adjustments and column selection are managed through Smart Grid controls.

• You must have open items assigned to your profile across one or more projects or companies. 

• Zone Availability: Cross-zone tracking is supported across US01 and US02 environments, allowing users with accounts in both zones to view all tracked items in a single view.

Access and Filter the My Open Items 

1. Click My Open Items icon in the global navigation bar next to the notifications icon. 
   Note: New screen will display a comprehensive grid of all your assigned action items across companies and projects.

2. Following information will be displayed in the grid:

   • Company Name

   • Project Number

   • Project Name

   • Item Type

   • Title 

   • Progress

   • Due Date

   • Status

3. Click on the Search textbox beside the filter icon to search for a specific open item. OR

4. Click on the filter icon. This will open filter panel with filtering options: 

   • Company Name

   • Project Name

   • Item Type

   • Progress
     Note: Click on Clear all filters to clear the selected items.

5. Click Apply. The main grid updates to show only the items that match your selected criteria.

Export Open Items List

1. Click the Export button on the top left of the screen.

   • A drop-down menu appears listing the available file formats: PDF, CSV, and Excel.

2. Select PDF, CSV, or Excel to download your report.

   • Your browser automatically initiates the file download containing the filtered grid data.

Configure the Grid Layout

1. Click Configure.

   • The Table Settings panel appears on the right side of the screen.

2. On the Table Settings panel, there are three tabs to configure the columns:

   • Small

   • Medium

   • Large

3. Under Configure Columns, mark or clear the checkboxes next to the column titles to change which attributes appear in your grid.

   • Checked items are displayed as active columns in the grid, while cleared items are hidden.

4. Click Close at the top of the Table Settings panel.

   • The Table Settings panel menu closes, returning you to the fully updated main grid view.