My items

Modified 6 days ago

Akaash Amalraj

The My items page allows you to conveniently access all items you have created or have been assigned to you for approval. This page will enable you to handle all of your items in one place without browsing the relevant flows.

Items are classified as Assigned to me and Created by me. You can find a list of all the items assigned to you across all processes and boards under the Assigned to me tab. Similarly, under the Created by me tab, you can find all of the items you've created across all processes and boards. 

Finding items assigned to me

 You can find items assigned to you from multiple processes and boards using the navigation bar on this page. Items are sorted and listed based on how recently they were assigned to you. The most recently assigned items appear at the top. Click any item to open the associated process or board form. After making any changes, you can close the item to return to the Assigned to me page. You can also drill down to specific items by applying filters based on the due date.

To list items based on their due dates, use one of the following criteria in the Due by field:

  • All - It lists all of the items assigned to you at any time.
  • Today - It lists all of the assigned items due that day.
  • Tomorrow - It lists all of the assigned items that are due the following day.
  • This week - It lists all of the assigned items that are due that week.
  • Overdue - It lists all of the assigned items that have passed their due dates.

Finding items created by me

All process and board titles are listed in the left navigation panel of this page. The items are sorted and listed based on how recently you edited them. The most recently created items are displayed at the top. You can open the related process or board form by clicking on any specific item. 

You can also filter the items created by you based on the following statuses:

  1. In progress - Items created by you in the In progress status will be listed here for all processes and boards.
  2. Not started - Items created by you in the Draft status across processes, as well as all items in the Not started and Reopened statuses across various boards, will be listed here.
  3. Completed - Items created by you in the Completed, Withdrawn, and Rejected statuses across processes, as well as all items in the Done and Closed statuses across different boards, will be listed here.

Based on the status of your items, you will additionally have custom filters to choose from. Use one of the filters in the Created or Completed field to list items based on when they were created or completed:

  • All - It lists all of the items you created at any time.
  • Today - It lists all of the items you created or completed on the same day
  • Yesterday - It lists all the items you created or completed on the previous day.
  • This week - It lists all of the items you created or completed during the current week.
  • Past 7 days - It lists all of the items you created or completed during the past seven days.
  • Past 14 days - It lists all of the items you created or completed during the past 14 days.
  • Past 30 days - It lists all of the items you created or completed during the past 30 days.
  • This month - It lists all of the items you created or completed during the current month
  • Custom date range - Select custom date range to see the items you created or completed inside a given date range across processes and boards.

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