Is there a way to further customize “My Work” tab to include/exclude/filter?
Assuming Monday used for both CRM and task management - it becomes a bit chaotic when both assigned projects and assigned tasks related to those projects and non-related to those projects appear there.
For instance - Contact list should definitely excluded but a task like - “reconnect with the contact” - would definitely appear.
Are there any rule of thumb strategies to make it less messy?
Hi @martiran - while My Work doesn’t offer a lot of customization options you can choose which boards to pull from. Just click on Customize, expand Boards and select which boards should populate the My Work view.
You can find more information about My Work below:
My Work – Support (monday.com)
Thanks!
Mark