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:
-
Company Portfolio. See View My Open Items in the Portfolio Tool
-
Project Home Page. See About the Project Home Page
In 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 in the navigation bar:
- From the Company Tools Menu:
-
Navigate to the Company level in Procore.
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Click the Company Tools menu.
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In the 'Core Tools' section, click My Open Items.
- From the Portfolio Tool
- Navigate to the Portfolio tool.
- Click My Open Items.
- From the Procore Home (Beta):
Note: Your company must also be enrolled in the Procore Home beta enabled.
- Navigate to Procore Home.
- Click Menu to open the tools menu.
- 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.
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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.
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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.