How Home Decides What Needs Attention

Availability: all plans

The Needs attention panel on Home gathers open items from several places into one list and puts the most pressing first. You do not configure it; the order follows fixed rules. This guide explains what feeds the list, how items are ranked and where each one leads, so you can trust what sits at the top.

Before you start

Which items appear depends on your role. Work you are doing right now comes from your own day. Your own open tasks appear if your role can view tasks. Jobs that still need an owner appear only if your role can manage dispatch. A person without those permissions simply does not see those items.

Steps

Open Home and look at Needs attention. The number beside the title is the total count of items.
Read the items from the top. The panel shows the four most pressing. Each item has a title, a line of detail and, where there is somewhere to go, a Review button.
Check the color bar on the left of the item. Urgent items have a red bar; the rest have an amber bar.
Choose Review to open the item. What it opens depends on the kind of item:
- A work order you have started opens that work order. Its detail line shows the customer name.
- A work order waiting for approval opens that work order.
- A task opens that task. The detail line says "Overdue", or the due date and time, or "No due date". It adds the reminder time, or "Reminder sent", when a reminder is set, and "Customer task" when the task is linked to a customer.
- "N jobs need an owner" opens the Jobs list filtered to unassigned jobs, so you can choose an owner for each one.
Choose View all to open the fuller list. It opens the dispatch board if any dispatch item is present, otherwise your own tasks if any task is present, otherwise the Jobs list.

How the order is decided

Home ranks every item by these rules, in order:

Severity, most severe first. Work orders you have started and tasks that are overdue or marked Urgent rank as urgent. Work orders waiting for approval, tasks marked High priority and unowned jobs rank as warnings. Other tasks rank lowest.
Earliest due date next. An item with no due date sorts after items that have one.
Where items are otherwise tied, the one that has been open longest comes first.

If the same record is reported twice, Home keeps only the more pressing version.

Tips

Give a task a due date and the right priority and it moves up the list on its own. Completing the task or clearing the condition removes it the next time Home loads.

If something goes wrong

If you see "Checking work signals. Refresh before relying on a caught-up state.", at least one source could not be read, so an empty list does not mean you are clear. Refresh the page. The message "Nothing needs attention right now." only appears when every source loaded successfully. Three warnings can appear in the list itself: "Today’s work could not be fully checked", "Tasks could not be checked" and "Assignment queue could not be checked". Each means that source failed; choose Review where offered or refresh Home to try again.

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