My Workspace
My Workspace is your personal command centre. It shows tasks assigned to you, approvals waiting for your action, notifications, and your effort log — all filtered to you specifically.
Task Queue
Tasks assigned to you by a manager or the system appear here sorted by due date. This is the primary work intake channel.
Approvals Queue
Approvals are requests that need your explicit decision — typically timesheets, stage changes, or document reviews that route to your role.
Click the Approvals tab
Shows all pending approval requests routed to your role or directly to you.
Click "View" on any item
Opens the detail panel — shows who submitted it, when, and the full context (hours logged, stage name, document name).
Click Approve or Reject
Approved timesheets unlock billing. Rejected items return to the submitter with a mandatory reason. Approved stage changes move the project forward.
Notifications
All system events that affect you are collected here — invoice overdue alerts, document uploads from clients, stage progression notices, and task assignments.
| Notification type | Triggered by | Action required |
|---|---|---|
| Invoice overdue | Daily scheduler (midnight) | Go to Billing → resolve |
| Client uploaded document | Client portal upload | Go to Ops Center → Uploads → review |
| Stage moved | Manager approval | Awareness only |
| Task assigned | Manager or system | Go to Tasks tab → action it |
| Deadline approaching | 7-day and 2-day pre-alerts | Review the project checklist |
My Effort (Time Logging)
Consultants log time worked on assignments here. The effort log feeds directly into client statements and billing.
Click the My Effort tab
Shows your time entries for the current month grouped by assignment.
Click "+ Log Time"
Select the assignment, enter the date, hours worked, description, and whether the time is billable. Then click Save.
Submit for approval
Once all entries for the month are in, click "Submit for Approval". Your team manager is notified and can approve or reject the entire batch.