My work

My work is your personal command center. Instead of checking each module for what's on your plate, My work gathers everything assigned to you — across projects, planners, tickets, and more — into one place, with views for the different ways you plan your day.

My work — your tasks across every module

Views#

My work opens on a unified List of your tasks, with additional views along the side:

My Day — your hand-picked plan for today (see below).
List — all your assigned tasks across every project and planner, filterable and sortable, with saved views of your own.
Tickets — the tickets assigned to you, without leaving My work. (Requires the Tickets module.)
Calendar — your schedule, including meetings from your connected calendar. You can view event details, respond to invitations, and even convert an event into a task.
Timesheet — log and review your time for the week, then submit it for approval if your organization uses timesheet approvals.
Expenses — your reimbursement claims. (Requires Finance reimbursements.)
Time off — your time-off requests and balances.

If HR is enabled, My work also surfaces your personal HR items — reviews, 1:1s, surveys, and training — so everything expected of you lives in one list.

When you're working an outbound block, the block comes to you: a card per block at the top of the list — due today, overdue, unscheduled — and Work it opens the block. The promised follow-ups also land here alongside your tasks: each row carries the block it came from, a Call block filter narrows the whole list to one campaign, and an optional Phone column shows the number to dial (the person's, or their company's line). The list shows up to a thousand open activities and says so when there are more.

My Day#

You can have dozens of tasks, activities, and tickets across the whole app — but a day only fits a handful. My Day is where you pick them: hover any row on the List or Tickets view and click the sun button to add it to today's plan. Picked rows keep a filled amber sun, so you can scan any list and see what's already on today's plan — click the sun again to take it off.

My Day is deliberately not another task list. Each entry points at the real task, activity, or ticket — completing it completes the real record wherever it lives, and removing it from My Day never touches the underlying work. Drag entries to set your order for the day, and when yesterday's plan didn't quite finish, the banner offers to bring the unfinished items forward — click it to expand the list and carry items over individually, or bring them all at once.

Tasks complete right from My Day.
Activities and tickets open on their own record — they have richer completion flows (outcomes, statuses) that belong there.

Schedule Myself#

Next to the sun on task and ticket rows is a calendar button — Schedule Myself. It opens a small dialog (date, optional start/end time, a note) and books you onto the real record as a work session: the session shows on the record's own Schedule tab, on your My work calendar, and syncs out to your connected calendar — exactly as if you'd scheduled it from the record itself. My Day answers "what am I doing today"; Schedule Myself answers "when am I doing it."

The task list#

Your tasks come from every project and planner you're part of. From the list you can filter (by due date, status, priority, project), sort, and save views — the same list pattern used across AspirePro. Open a task and its full panel slides in beside the list (checklist, comments, attachments, links, subtasks and time tracking); Previous and Next (or K and J) walk down your list without closing it. Each row also carries a ⋯ menu (or just right-click the row) with Open and Add time entry — a quick date-duration-note dialog for logging time without opening the record.

Calendar#

The Calendar view shows your meetings and scheduled work together. Connect your Outlook (Microsoft) or Google calendar under Account settings → Calendar to see your real meetings here and keep events in sync both ways. From an event you can:

See its details and attendees.
Respond to an invitation (accept/decline).
Log time for it (see below), create a task, or log a client activity. A meeting can carry both a client activity and your time.
Start a 1:1 from it — when the other attendee is a colleague on AspirePro, one click turns the meeting into a 1:1 with an agenda. It keeps the meeting's time (no new invite is sent), your colleague is notified in-app and by email, and both of you get the shared agenda and notes under My work → 1:1s.

Logging time for a meeting#

Log time on a synced meeting opens a short form that's mostly filled in already:

Client meeting is the first choice when you can see companies. The hour goes on the client's copy of the meeting — the one on their timeline — and you pick the client, plus a person there if you like. AspirePro suggests the client: for a recurring meeting, the one you picked last time; otherwise one already logged for this meeting, the company of an outside attendee it knows, or a company whose email domain matches an attendee's. If the meeting is already on the client's timeline (from calendar auto-logging, or a colleague's calendar), your time goes on that copy rather than a second one.
Ticket, Project, Task or Internal / Admin work as before.
Time starts as the meeting's start and end. If the meeting was recorded by the Notetaker and you can see the recording (yours, or one shared with you), it starts at the recorded length instead — from the first word spoken to the end of the last — and both lengths are shown, each with Use these. You can always change the times.
Notes start as the meeting's title; replace them with what you did.
Kind of work (when your organization offers them) — say, Account management. It can decide how the hour bills; see Billable or not.
Billable starts off for a client meeting (client time, no charge) unless the kind of work or the client's agreement says otherwise, and follows the usual default for other work.
For a recurring meeting, Use this client for every meeting in this series remembers your choice — the client, the kind of work, and the Billable switch if you changed it — so next week is one click.

You can log time for a meeting once. After that the meeting shows Your time (and where it went) instead; change the entry on your timesheet. Deleting that entry lets you log the meeting again.

Shortcuts on the calendar#

Right-click a meeting, task, ticket or planned activity (or press and hold on a touch screen) for its actions without opening it: Log time, Create a task and Log a client activity for a synced meeting, Log time for a task, ticket or activity, and Details. Log time on a planned activity starts on the activity's day with its length filled in; on a task or ticket it starts on today. Everything in the menu is also in the item's window when you click it.
Log time on a day. Every day has its own Log time button — in the day's header in Week and Day view, and next to the date in Month view (it appears when you point at the day; on a touch screen it's always there). It opens the same Log time window as the timesheet, right here on the calendar, already set to that day. In a week too narrow to fit it, use Day or Month view.
A small clock on an item means you've logged time on it; hover it to see how much. For a synced meeting that counts time logged from the meeting and time on the client activity it became. Only your own time counts.

What shows on the calendar#

Open Filters to choose what the calendar shows. Every switch has a line under it saying what it adds, and hovering a coloured chip above the calendar shows the same line. Your choices are remembered.

Your synced calendars. One switch for each calendar you connected, named by service and calendar ("Outlook (Microsoft) · Calendar", "Google · Family"), so you can show your work calendar without your personal one. Only you ever see these.
From AspirePro:
Tasks. Tasks from your projects and planners that have a start or due date. A task with both stretches across those days.
Time booked on tasks and tickets. Time set aside to work on a specific task or ticket, for example with Schedule Myself.
Ticket due times. Open tickets, placed at the time they're due to be resolved. Tickets with no due time don't appear.
Planned activities. Calls, meetings and other activities booked for a set time on a company, contact or deal. Activities logged after the fact don't appear. You only see activities on records you can open: a deal's activities need access to Sales.
Notetaker meetings. Meetings the notetaker found on your calendar. A meeting already showing from a synced calendar isn't shown twice. Click one the notetaker recorded to open its notes.
1:1s, Time off and Company holidays.
Outlook categories. Pick one or more to keep only the synced events with those categories. This narrows synced events only: tasks, tickets and everything else still show. With every synced calendar switched off there is nothing for it to filter, so the list is greyed out.
Whose items. Just mine, or Everyone's to add other people's tasks, tickets, booked time, planned activities and time off that you're allowed to see. Synced calendars, notetaker meetings and 1:1s are always just yours.

Switching everything off leaves the calendar empty, with a Show everything button to bring it all back.

Timesheet#

The Timesheet view is where you record time against the work you did during the week. If your organization uses timesheet approvals, you also submit the week, and submitted time flows into approvals and, with the Finance module, into billing. If it doesn't, there is nothing to submit: time is available to bill as soon as it's logged (If Timesheet Approvals is switched off explains the details). You can filter your entries and see contacts and projects you've worked on. For the approval and billing side, see the Finance module documentation.

Logging time on a day#

Log time at the top of the timesheet opens on today (or the first day of the week you're looking at). Each day's column header has its own + that opens it on that day instead.

The window says how much you've already logged that day. That helps with a wrapper entry — one span around your day, like 9:00 AM–5:00 PM of general work, with the meetings and tickets in it logged on their own. Enter the start and end, and the window offers Deduct the 1h 30m you logged inside 9:00 AM–5:00 PM: it counts only the time already logged inside that span (an entry partly inside counts for the part that is). Time logged with no start and end time can't be placed on the clock, so it's mentioned separately for you to add if it belongs. Without start and end times, the shortcut deducts everything logged that day instead. A wrapper with a deduction isn't flagged as overlapping the entries inside it.

Times and days#

Your time zone. Every time you type — on the timesheet, in a task's time tab, on a ticket or a project — is read in your time zone: the one on your profile, or the organization's if you haven't picked one. Times on your entries show in the same zone, so what you typed is what you see, however many times you edit it. The timesheet header names the zone it's using ("Chicago time").
When your computer disagrees. If your computer's clock is on another zone — you're travelling, or you never set one — a prompt at the top of the timesheet says so and offers to switch your profile to it. Nothing changes unless you click Switch; Keep hides the prompt on that computer.
Which day an entry belongs to. An entry belongs to the day it started, in your time zone. Work you log from 11:30 PM to 1:00 AM sits on the first day. That day is what the timesheet week, Profitability, dashboards, invoices, payroll exports and utilization all count — nobody's report moves your late-night work onto the next day because their clock is different.
Overnight work is one entry. Pick the day you started, then enter an end time earlier than the start: 10:00 PM to 6:00 AM is read as ending the next morning, and the window says so ("Ends the next day (Tue, Oct 3) · 8h"). The timesheet shows it with a +1 day tag. All of it counts on the day it started, including its week, agreement period and rate, even when the next morning is in a new week or month. Entering the same time twice isn't allowed. One entry can be at most 24 hours; log anything longer as two entries.
Timers stop after 24 hours. A timer left running for a full day is stopped 24 hours after it started, and you get a notification asking you to correct the entry to the time you actually worked.
Hours only. An entry with no start and end time sits on its day at midday in your time zone.

Timers in the top bar#

While you have a timer running, its clock ticks in the top bar on every page, with a red dot. Paused timers show there too (a Paused label when nothing is running), and a number appears when you have more than one. On a phone you see the timer icon and the dot; the clock is in the menu.

Click it to see each of your timers: what it's on (a task with its project or planner, a ticket's number and subject, or a project), how long the running one has been going, and how much each paused one logged before you paused it. From there you can:

Pause the running timer. The time so far is logged, and the timer waits for you to resume it.
Resume a paused timer. If another timer is running, you're asked first whether to switch: you only ever run one timer at a time, so switching stops the other one and logs its time.
Stop a timer. Stopping the running one logs its time. Stopping a paused one just takes it off your list, because its time was logged when you paused it.
Go to the task, ticket or project.

If you lose access to the work a timer is on (you're taken off the project, the board is restricted, or the work is deleted), the timer still shows so you can stop it, but without the work's name or a link.

Billable or not#

Wherever you log time — the timesheet, a task, a ticket, a timer, the calendar or Prox — the Billable switch starts the same way for the same work:

The client's agreement, if it has a rule for the kind of work you picked — for example, a retainer where account management is no charge.
The kind of work itself, if your organization set how it bills (System → Work & rates → Work types).
Otherwise, the work's own default: - A ticket follows its board's default new entries to billable setting. - A project, or a task on one, follows the project's own billable setting. - Anything else (an activity, a planner task, an internal category) starts as not billable.

When a rule decides, a line under the switch says which one ("No charge — set by this kind of work"). You can always flip it before saving, and your choice wins over every rule. Flipping it only changes billable or not: a kind of work that's billed separately stays separate when you tick it, and one set to Internal (like Sales) stays internal when you untick it. Pick a different kind of work and the switch goes back to what the rules say.

Each entry keeps how it was decided, the way it keeps its rates: changing a rule later doesn't rewrite time already logged. Changing an entry's kind of work does re-check it, unless it has been invoiced. Time on a planner task or an internal category can never be billable — that work has no client to invoice — so the switch is off and locked there. A ticket or project with no client yet is different: it can get one later, and its billable time bills then.

Warnings when you save time#

Saving time never gets refused for looking unusual, but you are told straight away when something looks wrong, so you can fix it while it is fresh:

A long day — your time for that day adds up to more than 16 hours.
An overlap — the entry's clock times overlap another timed entry of yours (an entry that deducts time logged inside it is exempt).
A likely duplicate — an identical entry (same work, start and length) was saved a few minutes ago; usually a double click.
A future date — the entry is dated after today in your time zone.

The same checks run when time is logged for you by someone else, or through Prox. Whoever approves your week sees duplicates and future dates flagged there too, beside long days and overlaps.

Time off#

Request time off and track your balances from the Time off view. Requests route to the appropriate approver; you'll be notified as they're decided. (Time-off policies and approvals are part of the HR and Resource Management modules.)

My work is intentionally personal — it's the answer to "what should I be doing?" For team- and project-level planning, use the Projects, Planners, and Resource Management modules directly.