Working from My activities

Summary: Use My activities to see which of your tasks needs attention first, across all your projects, and start the next one.

Applies to

Before you start

• You are a task manager of at least one task.
• The task's project is released. Tasks of projects that are not released do not appear in My activities.

How the list is ordered

My activities puts the tasks of all your projects in one list, with the task that needs your attention first at the top.

LYNX-X gives every task a priority from its project's progress and how much buffer has been used. The list has three groups, each in priority order:

1. Started tasks.
2. Tasks that are Ready to start: every task before them is complete.
3. Tasks marked RTS: No, still waiting for an earlier task to finish.

The coloured stripe at the left of each task shows its priority: red, orange or green. It comes from the chain of tasks the task is on: a task that feeds a milestone in trouble shows red, even when the project's buffer is green.

So a red RTS: No task can sit below green tasks: it is not today's work yet.

Procedure

1. In the top bar, select Focus, then My activities.
2. In Role, select Task manager. The list now shows only the tasks you manage.
3. In Status, keep Active to see started and ready-to-start tasks, or select All to also see the tasks coming next.
4. Optionally, in Horizon, select 2 weeks, 4 weeks or 3 months to see only the tasks scheduled within that time.
5. Select the task at the top of the list. Its side panel opens on the right. Select the Assignments tab if it is not already open; the Update block is there.
6. Do one of the following:
   • The task is Started: report the work left. See Updating a started task.
   • The task is Ready to start and the work begins today: in Status, select Started. LYNX-X fills in ETTC with the task's scheduled duration. Change it if you expect more or less work.
7. Select Save in the left rail, or Apply changes (the check mark at the top right).

Expected outcome

Save in the left rail is greyed again. The task shows Started with the date and time you started it, for example started: Mon 12 Oct 14:49.

If LYNX-X proposed a resource for the task (shown with an asterisk), starting it turns the proposal into a hard assignment: the Resources column shows the person's name, and the side panel names them without the asterisk.

Additional information

• My tasks only shows only the tasks of your own resource: work assigned to you, rather than work you manage.
• The small mark above the coloured stripe shows whether a task is started (an open circle) or ready to start (a filled dot).
• The c/m column marks a task as critical (c) or milestone (m).
• The count at the top right, for example 6 of 7 tasks, compares what your filters show with every task you are connected to.
• Resources, team managers and resource managers also work from My activities, each seeing the tasks of their own role. Resource managers: see Managing your people's assignments from My activities.
• Priorities in My activities are refreshed when you select Refresh, or at the daily synchronisation.

Troubleshooting

See also

• Updating a started task
• Managing your people's assignments from My activities
• Converting a soft assignment to a hard assignment
• Who sees and updates a task

Revision history