Why is the 'My Open Items' list not showing tasks that have been assigned to me?

Answer

There are two places where you can view your 'My Open Items' list:

Beta

Company Administrators can enable the Consolidated My Open Items Workspace beta in Procore Explore. (US 2 | UK)

There are many ways to access the My Open Items (Beta) workspace at the Company level:

  • From the My Open Items icon - my open items icon in the navigation bar: Show / Hide Steps

    screen - my open items in global navigation

  • From the Company Home (Core Tools): Show / Hide Steps

    1. Navigate to the Company level in Procore.

    2. Click the Company Tools menu.

    3. In the Core Tools section, click My Open Items.

  • From the Portfolio Tool: Show / Hide Steps

    1. Navigate to the Portfolio tool.

    2. Click My Open Items.

  • From the Procore Home (Beta): Show / Hide Steps
    Note: Your company must also be enrolled in the Procore Home beta enabled.

    1. Navigate to Procore Home.

    2. Click Menu to open the tools menu.

    3. Select My Open Items.

Some common reasons your 'My Open Items' list might be empty include:

  • Items have been reassigned to another user. For example, you were added as an 'Approver' on a submittal, but the submittal creator reassigned the 'Approver' role to a different user. The item would now appear on the other user's 'My Open Items' list.

  • Items were assigned to you, but the item is in the 'Closed' status. For example, you might be the 'Assignee' on an RFI, but the RFI creator has changed the status of that RFI to 'Closed.' Procore always removes items in the 'Closed' status from the 'My Open Items' list.

  • Items have been assigned to you, but a due date has not yet been assigned. For example, if you are designated as an 'Assignee' in the RFIs tool but the RFI has no 'Due Date' it will not appear in the 'My Open Items' list. Procore does not place items in the 'My Open Items' list unless the item has a due date.
    Note: Action Plan items will still appear even if a due date has not been assigned.

Beta

Company Administrators can enable the Consolidated My Open Items Workspace beta in Procore Explore. (US 2 | UK)

  • During the Consolidated My Open Items Workspace Beta phase, you will only see cross-company items that originate from companies within the same data zone as your company (e.g., if your company is in the USO1 zone, you will only see cross-company items from other USO1 companies).

  • General Availability (GA) Scope: The full release will expand to show cross-company items from both US data zones (USO1 and USO2).

  • Users who have a large number of open items across many projects may notice longer-than-expected loading times for the My Open Items page. We are working to improve the response time for this page before the general availability (GA) release.

See Also

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