How do I find and update my work?

1. Click the My Work Reports link on the left hand Quick Launch.
2. Click the title of a task and make any changes you want.
3. Click Save when you're done.

You should bookmark this page so you can go back to it regularly. While you're there, look through the tabs to see what work is due soon or overdue. Also, there's a handy Gantt chart that puts all your tasks in a timeline.

Watch a movie Go deeper

How can I personalize a report?

1. Click in the report to open the Reporter tab at the top left of the window.

   

2. Click the Reporter tab to open up the Reporter ribbon.
3. Use the options in the Personalize this Report section to customize the report how you want it.

If you want to reset your mode to the default Shared mode, just click the options you changed in the ribbon and click Reset.

Watch a movie Go deeper

How can I e-mail a report?

1. Click anywhere in the report to open the reporter tab at the top left of the window.
2. Click the Reporter tab to open up the Reporter ribbon.
3. Click the Email button.
4. Fill in the email details as you want.
5. Click Send.

The same section that let you email a report also lets you print, or export the report to Excel.

Watch a movie Go deeper

How can I upload and edit a document?

1. Click the document library link on the left hand Quick Launch. The default document library in a BrightWork template is called Documents, but yours may be something different.
2. You have two options for uploading a file:
   1. You can click new document and browse for your file.
   2. Or, you can just drag and drop a file from your desktop.
3. You can then click the next to the document and click Edit to edit the document. When you save the document, it will automatically save to the server.

If you have versioning and check-out enabled in your document library, you can keep track of older versions and who can edit the document.

Watch a video Go deeper