My Work

My Work lists the workflow steps waiting on you and your team, across every case. Use it as your daily to-do list for workflows.

Open your queue

1. Choose My Work in the sidebar. The badge shows how many open steps are yours, plus how many nobody has claimed.
2. Use the Queue toggle to switch between:
   • Mine: open steps you are responsible for, overdue first.
   • Unassigned: steps whose role nobody holds yet.
   • Overdue: your open steps that are past their due time.

Your Dashboard also shows Your Workflow Steps.

Complete a step

1. Find the step and choose Open.
2. Do what the step asks. For example, tick a task's checklist and choose Mark Done, review uploaded documents, or approve. See Running Cases for each kind of step.

Claim an unassigned step

A step is unassigned when the role it belongs to wasn't filled when the case started.

1. Switch the Queue to Unassigned.
2. Choose Claim on the step. It moves to your Mine queue.

Reassign steps

1. Tick the steps you want to hand over, or tick Select All.
2. Choose Reassign Selected.
3. Pick the team member and confirm.

To reassign a single step, open it and choose Reassign. To move a whole role on a case, including all its open steps, use Reassign in the case's Team panel.

Good to know

• Everyone in the account can use My Work and claim unassigned steps.
• Steps waiting on a customer don't appear here. They are in the customer's portal. You can see them on the case.
• When everything is done you'll see Nothing Assigned to You.