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Personal Work Manager
How Personal Work Manager is organized
Toolbar and symbols
Open assigned work
Open unassigned work
Refresh the display
Open the next set of results
Manage the display of work
Customize column display
Set user preferences
   

How Personal Work Manager is organized

Personal Work Manager interface

The workflow folders (in the left pane) are organized into the following two categories:

  • <your user ID> contains lists of work routed to you.
    • Inbox contains work assigned to you as a participant. Open a work item to process the work. See Open work assigned to you.
    • Tracker contains items representing workflows you have been designated to track. Open a tracker item to display the current state of that workflow.
    • Milestone Tracking displays a list of active workflows you launched that contain level 1 milestones. Open a work item to display level 1 milestones that have been reached. See About milestones for further information.
  • Work Queues hold work items that are assigned to a work queue rather than to a particular user or group. Work queues generally hold work items that can be completed by one of a number of users, all of whom have access to the work queue. Alternatively, work queues sometimes hold work items that will be completed by an automated process rather than by a user; in this scenario, usually only the automated process has access to the queue.See Open work in a work queue.

Work items in the selected folder appear in the right pane. Items in the Inbox or in work queues display in the order they entered the Inbox or work queue—if you move an item from a work queue to your Inbox, it appears at the end of the list. Items in Tracker display in the order they were created. List items in Milestone Tracking appear in the order the milestones are reached.

You can limit items that display in your Inbox, Tracker queue, and work queues by applying a filter; see Search for specific work items. See Customize column display for details on customizing what information is displayed for each item.

See Toolbar and symbols for descriptions of the toolbar options and symbols used in Personal Work Manager.