My Week

Erin Jamison avatar Wayne Daley avatar
25 articles in this collection
Written by Erin Jamison and Wayne Daley
How-To

Viewing who's currently working on a work item

You can view who's working on a work item by viewing that item in your 'My Week' view.
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Written by Erin Jamison
Updated over a week ago

Using your Calendar in 'My Week'

The calendar integration added to My Week allows you to manage your meetings and events without leaving Intuit Practice Management
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Written by Wayne Daley
Updated over a week ago

Adding Emails or Notes to My Week

You can add an email or note to My Week by going into the information tray for that item and pressing 'Plan for This Week'
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Written by Erin Jamison
Updated over a week ago

Reorganize My Week

If your My Week list has grown too long, use filtering and bulk actions to regain control.
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Written by Wayne Daley
Updated over a week ago

Moving a work card

You can easily move a card by using the drag and drop functionality in My Week.
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Written by Erin Jamison
Updated over a week ago

Filtering work items in My Week

Identify the items that you would like to look at or work on by using the smart filters available.
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Written by Erin Jamison
Updated over a week ago

Start using My Week

Organize your time and priorities with the My Week feature.
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Written by Wayne Daley
Updated over a week ago

Manage your work in My Week

My Week gives you a quick overview of work, emails and notes that you need to focus on this week.
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Written by Wayne Daley
Updated over a week ago

Adding a work item to My Week

Work is automatically added to My Week for the work assignee and team members who have tasks or budgets assigned to them.
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Written by Erin Jamison
Updated over a week ago

Removing an item from My Week

You can remove an email or note from My Week by opening up that item's information tray and clicking 'Remove'
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Written by Erin Jamison
Updated over a week ago
FAQ

How do I change the week I would like to plan my week in?

If you'd like to change the week you'd like your work planned in, you can change this in multiple places.
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Written by Wayne Daley
Updated over a week ago

Can I complete tasks in My Week?

You can complete tasks directly from My Week rather than going into the work item to complete.
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Written by Erin Jamison
Updated over a week ago

Who can see My Week?

Find out who has access to your 'My Week' and how you can grant or remove access
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Written by Erin Jamison
Updated over a week ago

How can I prevent others from seeing My Week?

You can turn off the Colleague's View within your Profile.
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Written by Erin Jamison
Updated over a week ago

My Colleague's Week says they have a certain amount of items assigned to them but I can't see them all

The numbers in Colleague's Week represent the number of items that are in their My Week. If an item is hidden you will not have access.
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Written by Erin Jamison
Updated over a week ago

Why can't I see my Colleague's Week?

When a user turns off the Privacy setting in their profile, this removes access for everyone else from seeing the items in their My Week.
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Written by Erin Jamison
Updated over a week ago

Can I turn on my Colleague's Week?

Only each user is able to turn on this setting for themselves.
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Written by Erin Jamison
Updated over a week ago

See my colleagues 'My Week'

You can view the work items on your Colleague's My Week by viewing the work they're associated with in the work view or the work item.
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Written by Erin Jamison
Updated over a week ago

What is 'To Plan'?

'To Plan' contains all the items that have been added to your My Week but have not yet been given the date you wish to begin the work.
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Written by Erin Jamison
Updated over a week ago

What is the difference between a Work Card and a Work Overlay?

The work card gives you a quick snapshot of an item in My Week, whereas the work overlay gives a more detailed summary of that item.
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Written by Erin Jamison
Updated over a week ago

When I mark something as Done in My Week does that complete the actual item?

Marking an item as done in My Week will not affect the actual item.
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Written by Erin Jamison
Updated over a week ago

How can I get repeating work to automatically appear in My Week?

You can update your Repeat Settings of your work items to automatically add to My Week for all associated team members to that work.
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Written by Erin Jamison
Updated over a week ago

What is the difference between My Week and To-Do?

My Week deals with your involvement on an entire work item while To-Do's focuses on Work Item tasks assigned to an individual.
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Written by Erin Jamison
Updated over a week ago