Tasks - My Tasks
The My Tasks sub-module helps you focus on tasks assigned directly to you, your position or your department.
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Tasks can be assigned using the “Assign to“ field in the Tasks Detail form. You can also set assignments in the scheduling module so when Scheduled Tasks are generated they will be automatically assigned to the correct users and show up in “My Tasks“.
Assigning Tasks
The “Assign to” field is in the Summary Tab under the “Assignments & Responsibilities“ Accordion, the below Task is assigned to the Second Engineer.
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Tasks can be assigned to any number of Departments, Positions, and Users—individually or in any combination.
When you assign a task to someone, it automatically gives them full access to that task in the “My Tasks“ Module. This means they can view, edit, and complete it, even if they normally wouldn’t have access because of task restrictions or department-level permissions.