This article is part of Guided Workday and covers the My Workday page.


From the My Workday page, users can view all their assigned tasks for any selected day at a selected location. Users executing these tasks can use this page to review tasks and check them off as they are completed. 


This page shows current and upcoming tasks as well as requests that have been submitted for approval. From this page, users can view task descriptions, requirements, and deadlines. When a task is marked Complete, the system will log the user that completed the task.


All the task groups and individual tasks listed on the My Workday page are imported from assigned workday guides. To read more about Workday Guides, click here


This article covers the following topics:


Note: Guided Workday is currently only available as an add-on for Early Adopters. Contact your CSM or R365 Support to learn how Guided Workday can enhance your R365 experience! 




There are two ways to navigate to the My Workday page. Users can click My Workday from under the Workday tab in the Smart Ops left navigation. 





The page is also accessible from the My Workday widget on the Smart Ops home page.





Either option will open the My Workday page to the task list for the current date. 




The My Workday page can also be set to be the users' homepage upon opening Smart Ops.



Setting My Workday as Smart Ops Homepage


System administrators can set the My Workday page to be their users' Smart Ops homepage. When set to the homepage, users would automatically be navigated to the My Workday page upon opening Smart Ops in R365.


To do this, click Preferences from underneath Admin in the Smart Ops left navigation.



This will open the System Preferences page in a new tab. Click the Miscellaneous tab. From this page, ensure that the SmartOps Landing Page setting is set to My Workday.



My Workday Page


The information on the My Workday page will reflect tasks and requests for the user's assigned location. For users assigned to multiple locations, a location can be set for the My Workday page from the location selector at the top of the page.



The My Workday page is broken up into three panel sections. 

  1. The Guide section lists all the tasks that have been assigned to the location and must be completed throughout the selected work day. The Upcoming section lists all the
  2. The Upcoming section lists all upcoming tasks that are already open and available for users to access that may be due in the near future. 
  3. The Requests section lists all requests that have been submitted for approval.



Guide Section




FieldDescription
Date SelectorThe tasks listed are for the date displayed here.  Users can select a date using any of the following:
  • - Click to navigate one day back from the currently selected day

  • - Click to navigate one day forward from the currently selected day

  • - This field will show the currently selected date. The default is 'Today.' Users can click this field to select a specific date from a Calendar, if necessary


Task Bar ProgressThe task bar progress shows a progress bar for each task grouping. Task progress bars start out grey. As tasks are completed, the bar will shade green.

Table Functions

As with all smart grids, the Guide grid on the My Workday page features the following table functions:


  •  - Search for specific keywords

  • - Save/edit table views

  • - Filter column information

  • - Edit row height to be smaller or larger. This function is accessible from the menu

  • - Export the table to a .csv file. This function is accessible from the menu

  • - Refresh. This function is accessible from the menu


Learn more about working with smart grids here


Task GroupIndicates a different set of tasks. Users will see the name of the task group followed by the number of tasks completed. Users can click the arrow icon to expand or collapse the Group. Task group names and the list of tasks associated with them are imported from assigned Workday Guides. Learn more about Task Groups, here.
Completion StatusThe completion status of the task. Tasks that have been marked as complete will feature a green check icon . Tasks that have not yet been started will have a blank checkmark icon . When a task has an empty circle icon  , there are requirements of the task that still need to be completed before the task can be marked complete.
TaskIndicates a task that needs to be completed as part of the workday. Clicking a task will open the task sheet.

Some tasks can be completed in-grid by entering text or making option selections in the fields provided. Clicking a blue arrow on a task entry will begin guiding users through the task.


Tasks with an alert icon   are past due based on their assigned due time. Once completed, these will be removed from the list.

TagsThe tags that have been added to the task.

Clicking a tag from the column will filter the grid for the selected tag. When filtered, only tasks with the selected tags will appear on the grid. 
Due DateThe date that the task is due. 
Due TimeThe time that the task is due. Times with an alert icon  are past due.
Completed ByThis column lists the user that completed the task. 
Collapse Secondary ListWhen this icon is clicked, the panel will expand and the two additional panel sections will collapse. This icon only appears on the center panel.

The secondary lists can be expanded by clicking the button again.




Upcoming Section


This section will list tasks that are due in the near future that are open and available for users to access. Users can complete these tasks ahead of time to get ahead of their work. The availability set on the task determines the tasks that appear in the upcoming section.

  • Note: Availability settings on tasks do not apply to users with workday admin permissions. Workday admins can complete a task at any time, regardless of its availability settings.






FieldDescription
Total ItemsThe total number of upcoming tasks on the list. 
Secondary List MenuThe secondary list menu gives users the option to expand the list or collapse the secondary lists.

When Expand list is clicked, this section will move to the primary section, and the list will be enlarged. When Collapse secondary lists is clicked, the right two panels will collapse, and the left panel will expand.


TaskThe upcoming task listed with the number of days until the task is due.


When this section is expanded, the task appears on the list as it would in the Guide section.

View AllClick to view all the tasks on this list. Clicking this button will expand the section into the left side panel.





Requests Section


This section will list all active schedule and transfer requests.




FieldDescription
AlertsThe number of requests that are past due. 
Request TotalThe total number of requests that have not been addressed. 
Secondary List MenuThe Requests secondary list menu allows users to do the following:
  • Expand list - This section will expand and move to the left side panel
  • Collapse secondary lists - The two right panels will collapse to expand the left panel. 
  • Show as requests/Show as requests groups - Elect whether to show the list as the list of individual requests or sort the requests into request groups.
  • Request settings - Click to open the Guided Workday Settings sidesheet


RequestsWhen set to Request Groups, this will list all the request types with the number of requests there are for that type. Request types with an alert icon indicate that there are overdue requests in that request group.

When set to Requests, this will list all the individual requests and the number of days until the request is due.


Clicking the arrow iconon a request group will open the list of specific requests.

 
View AllClick to view all the tasks on this list. Clicking this button will expand the section into the left side panel.





Reviewing and Completing a Task 


From the Workday Grid

Users can complete a task from within the Workday grid . Many tasks can be completed within the grid, without having to open up the task sheet. To do this users can enter required values, make required selections, or follow shortcuts by clicking the fields or buttons in grid. 


For tasks that require values entered into fields click the field  and enter the correct value.  Then click the checkmark icon to mark the task as complete.





Similarly, for tasks that require users to make selections click the selector and make a selection or selections.




For record or shortcut tasks, click the blue arrow button to automatically open the record that needs to be created or completed. Once the requirements have been satisfied, mark the task as complete.





From the Task Sheet

Tasks can be reviewed and marked complete from the Task Sheet. To open the Task Sheet, click a Task from the list. 


From the Task Sheet, Users can review the details of the Task, complete the requirements, mark the Task as complete, and read or leave comments on the Task. To read more about the Task Sheet, click here




Locations Without an Assigned Guide


When a Location does not have a Workday Guide assigned to it, there will not be any Workday tasks listed on the page. Instead, Users will be notified that the Location does not have a Workday Guide assigned and be prompted to assign a Guide.



Clicking the Assign a Guide button will navigate Users to the Workday Guides page, where users can assign a guide to the location. 


Only users with the following permission will see the Assign a Guide button as only users with this permission can assign a guide:

Administration→ Guided Workday → Guided Workday Admin




Creating a Task List

The tasks and task groups featured on the 'My Workday' page are taken from the workday guides assigned to the selected Location. To read more about workday guides and creating a task list, click here