Configuring My Work

Automatic Table Matching

When you open My Work, table which contains the standard task-tracking fields are automatically included - no setup required.

Behind the scenes, Gridfox checks for:

• a Name field (text) – becomes the task title
• a Status field (choice) – drives the status pill
• an optional Due Date field (date) – determines grouping by due date

If these fields exist and are marked correctly, their records appear in My Work straight away.

Manually Adding a Table

If a table does not match automatically - perhaps the correct fields aren’t flagged yet - you can add it yourself in a few clicks.

1. Open your project and switch to the table’s Grid View.

2. Locate the field you want to map (typically Name, User/Assigned To, or Start Date / End Date).

3. Click the field header ▸ Configure field.

1. In the dropdown, press Add to My Work.

1. The My Work Config modal appears.

   Setting	What it does
   Name Field	Title that shows in My Work
   Status Field	Drives status pill & completion logic
   Status – Completed	Which status value marks the task as done
   Start Date	(Optional) Used in Timeline length calculations
   End Date / Due Date	Shown in My Work and used for grouping

1. Adjust the dropdowns to map the correct fields, then click Apply and Save.

The table’s records appear in My Work immediately for all users who can access them.

Updating or Removing a Mapping

• Return to Configure field settings → My Work.
• Select a different field in the dropdowns or click Clear to exclude the table.

Changes take effect instantly across the workspace.

Troubleshooting