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DocsMy Work Preferences
Set your personal defaults for how My Work opens — default scope, which date sections start expanded, the auto-surfaced lanes, and your keyboard snooze default.
Tune how My Work opens from a slide-in panel on the page, or from a full settings page.
My Work preferences control how your prioritized scroll opens for you every time you land on it — which lens it starts on, which date sections are already expanded, whether the auto-surfaced Needs you and Needs linking lanes appear, and which preset your keyboard snooze reaches for. You can reach these preferences two ways, and they always show the same values:
- The preferences panel — open it from the gear on the My Work page. It slides in from the right so you can change a setting and see it take effect the next time the page opens.
- The settings page — go to Settings > My Work for the same controls laid out on a full page, useful when you want to review everything at once.
My Work groups everything you have to do into four date sections — Overdue, Today, Upcoming, and Anytime. These settings decide which lens the page opens on and which of those sections start expanded on a fresh load.
| Field | Description | Type | Default |
|---|---|---|---|
| Default scope | Which lens My Work opens on — Mine or Team. This only applies if your role lets you view your team’s work; reps always open on their own work and view-only members always see the team’s, so the control is hidden for them. | Segmented | Mine |
| Overdue: start expanded | Whether the Overdue section is open when My Work first loads. | Toggle | On |
| Today: start expanded | Whether the Today section is open when My Work first loads. | Toggle | On |
| Upcoming: start expanded | Whether the Upcoming section is open when My Work first loads. | Toggle | On |
| Anytime: start expanded | Whether the Anytime section (undated tasks and follow-ups) is open when My Work first loads. | Toggle | Off |
These two toggles decide whether a lane is drawn at all. They are not the same as clearing it: inside each lane, Dismiss on a row and Dismiss all in the lane header set individual items aside one by one and offer Undo, while these toggles simply take the whole lane off this page and leave everything in it exactly where it was.
| Field | Description | Type | Default |
|---|---|---|---|
| Show “Needs you” | Show the action-required lane that surfaces items waiting on you above the date sections. When it’s off, those items still live in the bell and in Notifications — hiding the lane only removes it from this page, it never drops or silences the underlying alerts. | Toggle | On |
| Show “Needs linking” | Show the unfiled-recordings lane above your date sections — a prompt to link meeting recordings that aren’t yet attached to a record. | Toggle | On |
| Field | Description | Type | Default |
|---|---|---|---|
| Default snooze | Which preset the keyboard “h” quick-snooze uses when you snooze a row: Tomorrow, This evening, This weekend, or Next week. The row’s ⋯ menu still offers every preset, so this only sets the one-key default. This section is hidden for anyone whose role cannot change work, view-only members included. | Dropdown | Tomorrow |
Task reminders live on their own settings page — My Work just points at them.
The last section of the panel isn't a set of My Work defaults — it's a shortcut to settings that live elsewhere, so you don't have to hunt for them:
| Field | Description |
|---|---|
| Task reminders & notifications | Your assigned-to-you, due-soon, comment, and completion alerts. “Manage in Notifications” opens your Notification settings, where these toggles live — this panel doesn’t change them itself. |
There is no save button. Every change you make saves the moment you make it, and a brief Saved indicator confirms it (you may see a quick Saving… first). Because the panel and the settings page read and write the same preferences, a change in one shows up in the other right away — and because they are stored on your account rather than in the browser, they follow you to any device you sign in on.