“ME” Overview

Key Steps:

1. My Tasks:
   • Access the "My Tasks" section to view tasks relevant to you based on task and partnership assignments.
   • Review all tasks, including those on your partnerships, tasks assigned to you, and tasks you are following.
   • Focus on tasks for the active season and those with incomplete status.
   • Use the task panel on the right-hand side to work directly from the list.
2. My Partnerships:
   • Navigate to "My Partnerships" to view partnerships you manage.
   • Identify partnership status, collaboration with partners, email notification settings, completion status for the active season, and assigned team members.
3. My Views:
   • Explore saved views in the "My Views" section, which can be customized and saved.
   • Access specific views like "Proof of Performance Missing" to quickly identify tasks awaiting performance data, regardless of partnership assignment.
   • Save views with preset filters for easy access to important information.

Cautionary Notes:

• Ensure to regularly check and update tasks and partnerships in the "Me" section to stay organized and on track.
• Double-check task details and assignments to avoid overlooking important responsibilities.

Tips for Efficiency:

• Utilize the task panel for quick access to work directly from the "My Tasks" section.
• Customize and save views in the "My Views" section to streamline the process of accessing specific information.
• Regularly review and prioritize tasks and partnerships to effectively manage your workload in the Trak workspace.