The BUY My Workspace widget provides a centralized view of all buyer related tasks, helping users efficiently manage, organize, and track procurement activities in one streamlined workspace. It serves as the primary task management hub, offering clear visibility into active workflows, automated processes, and items requiring immediate attention.
Task Types
- Variances - Invoices with variances requiring attention.
- Scheduled to Buy - Define, adjust, and manage scheduled purchases.
- Ready to Buy - Quick Pro and Smartsheet driven purchasing.
- Auto Buy - Monitor automated purchasing activity.
- Needs Attention - System and manual tasks requiring review.
- Buy Tasks - User task queue for managing assigned work.
My Workspace
My Workspace Widget
The BUY My Workspace widget offers two configurable viewing options to support different user preferences and workflow styles: Dropdown List View and Card View Display.
Dropdown List View
The Dropdown List View serves as the default experience and includes a task type dropdown that allows users to quickly navigate between workspace categories.
When expanded, the dropdown displays each task type along with its corresponding task count for the Today period, providing clear visibility into current workload by workspace.
The selected task type grid is displayed within the widget by default, allowing users to immediately focus on actionable tasks.
Card View Display
The Card View Display provides a more visual workspace experience by displaying all task types simultaneously in a card based layout, including their associated task counts for the Today period.
Users can quickly scan task volumes across all workspaces at a glance, and selecting a card will display the corresponding task type grid within the widget for further review and action.
