Summary: As a resource or team manager, find the work you look after in My activities, check the load, and commit or change who does it.
Applies to
| Property | Value |
|---|---|
| Product | LYNX-X |
| Version | 28.10.9846.0 |
| Required permissions | Resource manager of a resource, or team manager of a skill |
| Last updated | 2026-10-12 |
| Owner | Support |
Before you start
- You are linked to the work in one of two ways:
- as Resource manager of the people you look after, set on each resource under Configuration > Resources > the resource > Details > Resource manager;
- as team manager of a skill, set under Configuration > Skills > the skill > Team managers.
- The work belongs to a released project. Tasks of projects that are not released do not reach My activities.
Note
While a project is being planned, assignments are made in the project itself. See Choosing how to assign work. Once the project is released, and above all once it is in execution, My activities lets you look after the work across every project, without opening each one.
Which role do you work from?
| Role | My activities lists | Your role reads |
|---|---|---|
| Resource manager | the tasks where one of your resources is assigned, including tasks where LYNX-X has only suggested them | Manager for resource Jack Morgan |
| Team manager | the tasks that ask for your skill, including tasks where LYNX-X has only suggested a person | Manager for skill 'System Tester' |
Note
As a resource manager you also see the tasks where LYNX-X has only suggested one of your people, shown with an asterisk such as *Jack Morgan. Check those before the work starts: commit the suggestion or choose someone else, so nobody is surprised when the task begins.
Procedure
Find the work you look after
- Go to Focus > My activities.
- Set Role to Resource manager or Team manager.
- Set Status to All to include work that has not started yet.
- Select a task and open its Assignments tab. If the task has several assignments, select the pencil on the one you want.
Your role says why the task is in your list.
Check your people's load
- Go to Portfolio and select Res. load in the left rail.
- Select Options.
- Under Filters, select the value under Resource Mgr., tick your own name and select Ok.
- Select Reload.
Resource load now shows only the skills your people hold, with each person named under the skill.
Commit or change who does the work
- Back in My activities, select the task and open its Assignments tab.
- Select the resource's name. A name with an asterisk, such as *Tom Smith, is LYNX-X's suggestion: nobody has committed it yet. If the field reads No resource assigned, select that instead.
The resource selector opens. People who hold the task's skill are listed under match:, everyone else under other:.
- Do one of the following: - To commit a person, select them. - To hand the choice back to LYNX-X, select Let Lynx decide.
- Select OK.
- Select Save in the left rail.
Expected outcome
The change is saved to the project: Updated when shows your name, and the project's Gantt names the person in brackets.
- As a team manager, the task stays in your list, because it still asks for your skill.
- As a resource manager, if none of your people is named on the task any more, it leaves your list straight away.
Troubleshooting
| Problem | Resolution |
|---|---|
| A task you expected is not in your list. | Check the link: as a resource manager, one of your resources must be assigned or suggested on the task; as a team manager, the task must ask for your skill. Its project must be released. Set Status to All to include tasks that have not started. |
| Your filters are back to Active and All. | My activities resets them when you leave the page. Set Role and Status again. |
| A new user is missing from a skill's Team managers tab. | Press F5 on the Skills screen, then select the skill again. |
See also
- Choosing how to assign work
- Converting a soft assignment to a hard assignment
- Reading multi-project resource load
Revision history
| Version | Date | Author | Changes |
|---|---|---|---|
| 1.0 | 2026-10-12 | Support | New article. |
Comments
0 comments
Please sign in to leave a comment.