My Work
Overview
In Optima Orbit, work happens across dozens of different projects. Keeping track of everything you are responsible for can be challenging.
My Work solves this problem by providing a single, consolidated workspace that gathers every task assigned to you, regardless of which project it belongs to.
Why My Work Exists
My Work exists to answer one simple question: "What do I need to work on right now?"
Instead of forcing you to click through five different project boards to find your assignments, My Work pulls them all into one place. It helps you:
- Prioritize: See exactly what is due today, tomorrow, or overdue.
- Track Progress: Log the time you spend on tasks directly into your timesheet.
- Collaborate: Read comments, view attachments, and update task statuses without ever leaving the page.
- Manage Your Team: If you are a manager, you can click on any of your direct reports to instantly view their My Work board.
How to Access My Work
- Click your Profile Menu in the top navigation.
- Select My Work.
(Alternatively, you may find it directly in the main sidebar depending on your organization's navigation layout).
Understanding the My Work Screen
The workspace uses a split-screen design:
1. The Workspaces Sidebar (Left)
This sidebar summarizes your workload and performance.
| UI Element | What It Shows | What the User Can Do |
|---|---|---|
| Overview Cards | Counts of tasks Due Today, Overdue, Due Tomorrow, and Next 7 Days. | Click a card to instantly filter your task list to only those tasks. |
| Effort Stats | Your logged hours vs your daily/weekly target. | See if you are behind or ahead on your timesheet. |
| Weekly Pulse | A calendar row showing how many hours you logged each day. | Hover over a day to see the exact hours logged. |
| Upcoming Leaves | Your approved or pending absences. | Keep track of when you are out of the office. |
| My Team Tab | A list of your direct reports (if you manage a team). | Click a team member to view their tasks and timesheet pulse. |
2. The Main Task Area (Center)
This is where your actual work lives.
| UI Element | What It Shows | What the User Can Do |
|---|---|---|
| View Toggles | Three icons (List, Kanban, Calendar). | Switch how your tasks are displayed. |
| Group By | A dropdown to group tasks. | Group your work by Priority, Task Type, Category, or Phase. |
| Filters | Project, Status, Priority, and Type dropdowns. | Narrow down a massive list to exactly what you need to see. |
What Appears in My Work?
For a task to appear in your My Work list, two things must be true:
- The task exists in a Project.
- You are listed as the Assignee.
[!NOTE] My Work does not include Expense Approvals or Service Request Approvals. Those are handled in their own dedicated workspaces. My Work is strictly for Project-based Tasks, Bugs, and Features.
Where Does My Work Come From?
Tasks do not originate in My Work. They originate in Projects.
Understanding Task Information
When you click on a task in the list, the Task Details Panel opens on the right side of your screen.
The Task Details Panel
| Field | Meaning | Why It Matters |
|---|---|---|
| Title & Type | What the task is, and whether it is a Task, Bug, or Feature. | Gives immediate context. |
| Project | The project this task belongs to. | Helps you mentally organize the work. |
| Status | The current state (e.g., To Do, In Progress, Done). | Tells the team what is happening with the work. |
| Priority | How urgent the task is (e.g., Low, Medium, High). | Helps you decide what to work on first. |
| Description | The full instructions for the task. | Contains the actual requirements. |
| Due Date | When the task must be completed. | Drives the "Due Today" and "Overdue" filters. |
| Remaining Hours | How much effort is left. | Helps project managers track the budget. |
Changing Task Status
As you perform work, you must keep the task status updated so your team knows your progress.
- Open the task to view the Task Details Panel.
- In the top-right corner, click the Status dropdown (e.g., "To Do").
- Select the new status (e.g., "In Progress").
Alternatively, if you are using the Kanban view, you can simply click and drag the task card from the "To Do" column into the "In Progress" column.
(Note: Exact status names depend on how your Project Administrator configured the project).
Subtasks
Large tasks can be broken down into smaller chunks.
- Click the Subtasks tab in the Task Details Panel.
- Here you can see child tasks, their assignees, and their statuses.
- If you have permission, you can click Add Subtask to create a new one.
Dependencies
Sometimes you cannot start a task until someone else finishes theirs.
- Scroll down in the Task Details Panel to see Dependencies.
- Predecessors: Tasks that must be finished before you can start this one.
- Successors: Tasks that cannot start until you finish this one.
Comments and Attachments
Collaboration happens directly on the task.
- Click the Comments tab in the Task Details Panel.
- You can type a message, use
@to mention a teammate, and attach files (like screenshots or documents). - The Activity tab beside it shows a complete audit trail of every status change or reassignment.
Time Tracking (My Work vs My Timesheet)
My Work and My Timesheet are deeply connected.
- Task = The work you need to perform.
- Timesheet = The record of the time you spent doing it.
You do not have to leave My Work to fill out your timesheet.
How to Log Time
- Open the task.
- In the top-right corner, click the Log Time button (stopwatch icon).
- Enter the hours spent, the date, and a description of what you did.
- (Optional) Adjust the Remaining Hours. If you set remaining hours to
0, Optima Orbit will proactively ask if you want to move the task to a "Done" status. - Click Save.
This time entry is immediately injected into your Timesheet and updates the Effort Stats in your left sidebar.
What Changes Elsewhere When I Update My Work?
Because Optima Orbit is an integrated platform, your actions in My Work have massive downstream effects:
- When you change a status to Done: The Project's overall completion percentage increases on the Executive Dashboard.
- When you log time: Your Weekly Timesheet updates, and the Project's financial budget consumes those logged hours.
- When you mention someone in a comment: They receive an immediate in-app notification and email.
Permissions and Access
Access to My Work is controlled by your assigned Role.
| Permission | What It Controls |
|---|---|
task.manage.view | Required to access the My Work page and view tasks. |
task.manage.create | Required to see the "Add Task" and "Add Subtask" buttons. |
Troubleshooting
| Problem | Possible Cause | What To Do |
|---|---|---|
| I cannot see My Work in the menu. | You lack the task.manage.view permission. | Contact your Administrator. |
| A task is missing. | You might have the "Hide Done" filter on, or you are not the Assignee. | Check your filters, and ask the Project Manager to verify you are assigned. |
| I cannot see the Status dropdown. | You lack permission to edit tasks in that specific project. | Contact the Project Manager. |
| My Overdue count is wrong. | You might be looking at a specific project instead of "All Projects". | Clear your project filter in the top toolbar. |
Frequently Asked Questions
Can I create a task directly from My Work? Yes. Click the Add button in the top right. You will be asked to select which Project the task belongs to before creating it.
What happens when I complete a task? If you change the status to a "Done" category, the task remains visible unless you have a filter hiding completed tasks. It updates the project's progress and removes the task from your "Due Today" counts.
Why is a task assigned to me? A Project Manager, Team Lead, or another colleague created a task in a project and selected your name from the Assignee dropdown, making you responsible for its execution.
Technical Reference
- Route:
/org/my-tasks - Main Component:
src/routes/org/MyTasksPage.tsx - Sidebar Component:
src/components/tasks/MyWorkSidebar.tsx - Detail Component:
src/components/tasks/TaskDetailPanel.tsx - Core API Flow:
GET /org/tasks/my(Fetches assigned tasks with powerful filtering)GET /org/tasks/summary(Powers the effort/due counts in the sidebar)GET /org/leaves/timesheet-matrix(Powers the Weekly Pulse visualizer)POST /org/tasks/{id}/time(Logs time to the timesheet)