Open Tasks
Track reminders, customer promises, recurring work, workflow checklists, and technician assignments in one queue.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Tasks is for and choose the correct next action.
Safety and data checks
- • Do not complete a task merely to clear the queue; finish every required checklist item and record the actual outcome.
Complete the task
- 1Navigate
Open Open Tasks
Use the Hub navigation to open Open Tasks. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Tasks is open and its page heading is visible.
- 2Review
Understand what belongs here
Tasks is the Hub-wide work queue. Office users see all tasks; technicians see only scheduled tasks assigned to them. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Prioritize overdue and due items, then confirm owner, customer, source record, checklist, and notes. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the source record, perform the work, record the outcome, and complete or reschedule accurately. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not complete a task merely to clear the queue; finish every required checklist item and record the actual outcome. This orientation ends before any irreversible or customer-facing submission.
Do not complete a task merely to clear the queue; finish every required checklist item and record the actual outcome.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.