To-Do List Summary
| Platform: | AvailableWebNot availableMobile |
|---|---|
| Plan Type: | Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise |
| User Type: | Not availableRequesterAvailableFull UserAvailableAdministrator |
To-Do List Summary brings together recent work order activity, conversations awaiting a reply, urgent assigned work orders, and purchase orders needing action. You can use the brief to prioritize your day.
When to Use To-Do List Summary​
You can use To-Do List Summary at the start of your day or whenever you need to review what needs your attention. The brief helps you identify follow-up tasks without checking each MaintainX® module separately.
Before You Start​
To use the To-Do List Summary skill, you need to have access to at least one of the following MaintainX modules:
- Work Orders
- Purchase Orders
- Messages
For more information, see User Roles and Permissions.
What the Skill Reviews​
The brief has four sections. Each section matches an option in the configuration settings, and the skill reviews a limited number of records for each.
| Section | Information Reviewed | Limit |
|---|---|---|
| Show work order activity | Counts of your created, completed, and deleted work orders since the start of the previous day, plus the current number of open work orders assigned to you. | |
| Show conversations waiting on a reply | Recent conversations, prioritizing unread conversations. | Up to 25 conversations from the previous seven days, with up to 25 of the most recent messages in each. |
| Show my most urgent open work orders | Work orders assigned to you with an Open, In Progress, or On Hold status, sorted by due date with overdue work orders first. The skill reviews descriptions, procedure steps, comments, assets, locations, and whether each work order repeats as preventive maintenance. | Up to 25 assigned work orders. The brief shows up to five urgent work orders. |
| Show purchase orders needing action | Open purchase orders you created or that are assigned to you, sorted by due date. The skill reviews comments, vendors, total costs, and whether you can approve, fulfill, or complete each order. | Up to 25 open purchase orders and up to 25 assigned to you. |
Settings​
When you add or edit a configuration, set the following options in the skill's Settings section:
| Setting | Description |
|---|---|
| Information to include | Select which sections appear in the brief. |
Review the Brief​
Depending on your configuration, the brief includes:
- Your recent work order activity.
- Conversations awaiting a reply.
- Your most urgent open work orders.
- Purchase orders needing action.
Review the brief to decide what to prioritize.