Overview

The My Tasks page allows Maptician users to view and manage all service requests and assigned tasks in one place. A task will appear here when a service request has been added to a reservation for a Service Request List that you are a member of.

➡️ How do I enable Task Tracking for Service Request Lists?

User Permissions

Permissions for the My Tasks page can be tailored based on the level of access a user needs.

Basic Access

For users who only need minimal permissions, such as viewing tasks, updating statuses, or adding notes, assign the following permissions to their custom group:

• Service Tasks > Group members can access “My Tasks” and act as task responders

Advanced Access

For users responsible for coordinating services or managing tasks throughout their entire lifecycle, additional permissions may be required:

• Group members have full access to all Service Task features
  • This provides the ability to assign tasks, set priorities, update statuses, set due dates, and add notes.
  • Any new permissions added to this group in the future will automatically be granted to these users.
• Group members can manage all tasks (Task Manager)
  • This provides full control to assign tasks, set priorities and statuses, set due dates, and add notes.
• Group members can access “My Tasks” and act as task responders
  • This grants access to the Home > My Tasks screen, along with the ability to update statuses and add notes.
  • This applies when higher-level permissions are not enabled.
• Group members can assign tasks to themselves
  • This allows a user to assign a task to themselves, update its status, and add notes.
  • The “My Tasks” and task responder permissions must be enabled for this to apply.
• Group members can assign tasks to other users (and themselves)
  • This allows a user to assign tasks to themselves and other users, in addition to updating statuses and adding notes.
  • The “My Tasks” and task responder permissions must be enabled for this to apply.

Understanding “My Tasks”

Service Request Information

The left side of the task tile shows the service request details, including the service request list name, due date/time, service type, and the resource name, along with its location.

Reservation Information

The middle of the task tile shows the reservation details, including the reservation title, reservation owner, start/end time of the reservation, and buffer times, if any were applied to the reservation.

Task Status

The right side of the task tile displays the task status, including the priority level, current status (open, in progress, or closed), and the assignee. This section also contains the Edit button, which allows updates to the task settings such as priority, status, and assignment.

Editing a Task

Click the pencil icon on the task you want to edit. That will bring up the task details pop-up.

Task Details: Info

The Info tab provides key details about a task, including its assignment, priority, resource, location, and reservation times. It also shows the reservation owner and when the task was created or last updated. At the bottom, quick-action buttons allow users to assign the task, mark it in progress, or mark it closed.

Note: Once a task is closed, the quick-action buttons will be removed.

Task Details: Services

The Services tab displays the details submitted with the service request. The information shown here reflects the custom fields configured for the service request list, allowing flexibility depending on how the list is used. This ensures that all relevant details entered from the reservation are visible within the related task.

Task Details: Notes

The Notes tab provides a place to record and view comments related to the task. Notes can be added by users to share updates, instructions, or other important information. This helps ensure clear communication and tracking throughout the lifecycle of the task.

Task Details: History

The History tab provides a chronological log of activity for the task. This includes changes such as status updates, assignments, and notes. The history ensures transparency and allows users to see the full timeline of actions and updates made throughout the task’s lifecycle.