Open My Tasks
Review and complete technician tasks scheduled by the office.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open My Tasks is for and choose the correct next action.
Safety and data checks
- • Do not work an unassigned task, change office-owned context, or mark work complete before every required result is recorded.
Complete the task
- 1Navigate
Open Open My Tasks
Use the Hub navigation to open Open My Tasks. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen My Tasks is open and its page heading is visible.
- 2Review
Understand what belongs here
My Tasks shows only the signed-in technician's scheduled assignments inside the unified Tasks queue. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm the task, scheduled time, customer or internal context, checklist, notes, and completion requirements before acting. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the assigned task, complete the recorded work and required checklist, then save the accurate outcome and notes. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not work an unassigned task, change office-owned context, or mark work complete before every required result is recorded. This orientation ends before any irreversible or customer-facing submission.
Do not work an unassigned task, change office-owned context, or mark work complete before every required result is recorded.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.