My Work
Your personal task list: everything assigned to you, with who assigned it, priority and due date, so you can work through it and mark it done.
Refresh
TaskEntityAssigned ByPriorityDueStatus
Why and when you use it
Managers assign follow-ups, stock checks, deliveries and collections from the workboards. My Work is where each salesman or staff member sees those tasks on his own phone or computer and updates them, so nobody has to call to ask what is pending.
Before you start
- Your login is linked to your salesman record (Salesman Mapping)
Step by step
- Open My WorkUnder Stockivio ERP, open My Work. You see Task, Entity, Assigned By, Priority, Due and Status.
- Press RefreshPress Refresh to see tasks assigned since you last looked.
- Do high priority firstSort your day by Priority and Due. Entity tells you which customer or record the task is about.
- Update status as you goMark a task as accepted when you take it on and as done when finished, so the manager sees progress.
- Record the real workIf the task is a collection or delivery, record the payment or delivery in its own screen as well; the task is the reminder, not the record.
Worked example
Ravi of Sharma Traders opens My Work at 9 am on 17 Nov 2026.
- Ravi presses Refresh and sees two tasks: Stock check at Gupta Kirana Store (High, due today) and Collection ₹18,000 at Gupta Kirana Store (High, due today).
- He visits the shop during his Malviya Nagar beat, counts the biscuit cartons and finds one carton short.
- He collects ₹18,000 by UPI and makes sure it is recorded as a payment.
- He marks both tasks done in My Work.
Result: The manager sees both tasks completed in Team Workboard, raises a fix for the short carton, and verifies the ₹18,000 in Admin Workboard.
💡 Tips
- Check My Work along with Today's Beat each morning; tasks often relate to shops on your beat.
- If a task cannot be done, update it and tell the person in Assigned By instead of leaving it open.
⚠️ Common mistakes
- Marking a collection task done without recording the payment. The money will not show in Receivables.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Phone view, open My Work and press Refresh.
- Scene 2: Read the columns for one task.
- Scene 3: Accept the stock check task.
- Scene 4: Mark both tasks done.
- Scene 5: Office view, Team Workboard shows the change.