Help / guide 03A

My work and keyboard navigation

Review a personal action queue built from your workspace records, then navigate, search, or open permitted creation forms from the keyboard.

For

All members

  1. 01

    Open My work

    The queue references assigned open tasks, explicit announcement acknowledgements, meeting responses and unconverted assigned meeting actions, unread mentions, and selected important unread notifications. Completing an inline action updates the original record.

  2. 02

    Read the ordering reason

    Items appear in a consistent order: overdue, today, response and mention signals, the next seven days, later, then undated. Workspace-local time is used, and the queue does not score employee performance.

  3. 03

    Filter or save a view

    Filter by source type, time window, or action versus unread state. Saved My work views remain private to the member who created them.

  4. 04

    Use the command palette

    Press Control-K or Command-K to navigate, search visible workspace records, or open creation forms allowed by the member’s effective permissions.

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