The Assigned to Me Widget is designed to help users stay organized and manage their tasks effectively by displaying all work, progress updates, and actions in one convenient location.
Understanding the Widget

Widget Flip
Use the Widget Flip icon to flip the "Assigned to Me" widget and check how often it auto-refreshes. By default, the widget auto-refreshes every 3 minutes.
Expand/Compress Icon
Click the expand icon to enlarge the "Assigned to Me" widget. Click the same icon again to minimize the widget.
Document
Displays Document #, Requesting Department and Status.
Type
Displays the Type of task being performed: receiving, picking, delivery.
Assigned On
Date and Time of Assignment.
Color Coordinated to show progress:
- First Assigned will be green.
- After 20 minutes it will turn blue.
- After 40 minute it will turn yellow.
- After 60 minutes it will turn red.
Status
Task status
Color Coordinated to show progress:
YELLOW (Warning) - Worker/Runner Assigned
- Worker/Runner Assigned tasks can be unassigned and removed from a persons queue since the task has not been started.
BLUE (Good) - In Progress/Transit
- In Progress/Transit tasks cannot be unassigned as the participant is already in the process of completing the work.
GREEN(Great) - Completed
Actions
Displays actions available per work type.
If work is in "Assigned" status, the user can Start Receiving/Picking or Unassign the task.
- Un-assigning the task and release it back to the general work queue it came from to let other people pick the task to work on it.
If work is in "In Progress" status, the user can select Ready for Delivery or Cancel Task.
- The cancel button will cancel the work, but leave the task in your "assigned to me" queue to come back to the task to complete later.
If work is in "In Transit" status, the user can select Accept Delivery or Cancel Task.
Understanding the Actions
Below are the assign to me actions explained by work type: receiving, picking and delivering. Double-clicking into the document will navigate to the document worksheet.
Receiving Actions
In the Assigned to Me Widget, the document will be available to access. The receiving task will either be marked status: "worker assigned" or “in progress”. Double click the document to navigate directly to the worksheet.
Worker Assigned
There are two action options for the "worker assigned" status: the user can either Start Receiving or Unassign Task.

Start Receiving
Start Receiving: I plan to start receiving the document myself
- Comment: The comment section is optional and allows you to add any notes pertaining to the receiving.
- Start Receiving: Use the button start the receiving task immediately.

Unassign Task
Unassign Task: I am unable to complete the task, I want to unassign the task from myself.
- Reassign: This is optional and allows you to reassign the receiving task to another participant.
- If you're unsure who to assign the task to, leave it blank, and the document will be queued for other participants to start or assign the receiving task.
- Use the "reassign to" feature to select an associate for the receiving task.
- Comment: The comment section is optional and allows you to add a note explaining why you are unassigning the task.
- Unassign Task: Use the button to unassign the task from yourself.

In Progress
There are three action options for the "in progress" status: the user has the ability to select Finalize Receipt, Refuse Document or Cancel Receiving.

Finalize Receipt
Finalize Receipt: I have completed my work and it's ready to be delivered.
- Deliver To: This field is automatically populated. However, if there are multiple departments listed on the receiver, use the dropdown to select the delivery department.
- Assign Delivery To: Optional, used to assign the delivery task to a participant.
- If the "assign delivery to" section is left blank and "finalize receipt" is selected, the document will be queued for other participants to start or assign the delivery task.
- Utilizing the "assign delivery to" will immediately assign the delivery task to the selected participant.
- Comment: The comment section is optional and allows you to add a remark regarding the finalized receipt or the start of delivery.
- Finalize Receipt: Use the button to complete the receipt.

Refuse Document
Refuse Document: Quick action for refusing the document.
- Comment: The comment section is optional and enables you to provide a remark explaining why the picking was refused.
- Refuse Document: Use the button to refuse the document.

Cancel Receiving
Cancel Receiving: I was assigned the receiving task but am unable to complete it.
- Reassign: This is optional and allows you to reassign the receiving task to another participant.
- If you're unsure who to assign the task to, leave it blank, and the document will be queued for other participants to start or assign the receiving task.
- Use the "reassign to" feature to select an associate for the receiving task.
- Comment: The comment section is optional and lets you provide a note explaining why the receiving was cancelled.
- Cancel Receiving: Use the button to cancel the receiving task. The task will revert to its previous status: "Worker Assigned."

Picking Actions
In the Assigned to Me Widget, the document will be available to access. The picking task will either be marked status: "worker assigned" or “in progress”. Double click the document to navigate directly to the worksheet.
Worker Assigned
There are two action options for the "worker assigned" status: the user can either Start Picking or Unassign Task.

Start Picking
Start Picking: I plan to start picking the document myself
- Comment: The comment section is optional and allows you to add any notes pertaining to the picking.
- Start Picking: Use the button start the picking task immediately.

Unassign Task
Unassign Task: I am unable to complete the task, I want to unassign the task from myself.
- Reassign: This is optional and allows you to reassign the picking task to another participant.
- If you're unsure who to assign the task to, leave it blank, and the document will be queued for other participants to start or assign the picking task.
- Use the "reassign to" feature to select an associate for the picking task.
- Comment: The comment section is optional and allows you to add a note explaining why you are unassigning the task.
- Unassign Task: Use the button to unassign the task from yourself.

In Progress
There are three action options for the "in progress" status: the user has the ability to select Finalize Picking, Delete Document or Cancel Picking.

Finalize Picking
Finalize Picking: I have completed my work and it's ready to be delivered.
- Deliver To: This field is automatically populated. However, if there are multiple departments listed on the picking, use the dropdown to select the delivery department.
- Assign Delivery To: Optional, used to assign the delivery task to a participant.
- If the "assign to" section is left blank and "finalize picking" is selected, the document will be queued for other participants to start or assign the delivery task.
- Utilizing the "assign to" will immediately assign the delivery task to the selected participant.
- Comment: The comment section is optional and allows you to add a remark regarding the finalized picking or the start of delivery.
- Finalize Picking: Use the button to complete the picking.

Delete Document
Delete Document: Quick action for refusing the order and deleting the document.
- Comment: The comment section is optional and enables you to provide a remark explaining why the picking was refused.
- Delete Document: Use the button to refuse the order and delete the document.

Cancel Picking
Cancel Picking: I was assigned the picking task but am unable to complete it.
- Reassign: This is optional and allows you to reassign the picking task to another participant.
- If you're unsure who to assign the task to, leave it blank, and the document will be queued for other participants to start or assign the picking task.
- Use the "reassign to" feature to select an associate for the picking task.
- Comment: The comment section is optional and lets you provide a note explaining why the picking was cancelled.
- Cancel Picking: Use the button to cancel the picking task. The task will revert to its previous status: "Worker Assigned."

Delivering Actions
In the Assigned to Me Widget, the document will be available to access. The delivery task will either be marked status: "runner assigned" or “in transit”. Double click the document to navigate directly to the worksheet.
Runner Assigned
There are two action options for the "runner assigned" status: the user can either Start Delivery or Unassign Task.

Start Delivery
Start Delivery: I plan to start delivering myself
- Comment: The comment section is optional and allows you to add any notes pertaining to the delivery.
- Start Delivery: Use the button start the delivery task immediately.

Unassign Task
Unassign Task: I am unable to complete the task, I want to unassign the task from myself.
- Reassign: This is optional and allows you to reassign the delivery task to another participant.
- If you're unsure who to assign the task to, leave it blank, and the document will be queued for other participants to start or assign the delivery task.
- Use the "reassign to" feature to select an associate for the delivery task.
- Comment: The comment section is optional and allows you to add a note explaining why you are unassigning the task.
- Unassign Delivery: Use the button to unassign the delivery task from yourself.

In Transit
There are two action options for the "in transit" status: the user has the ability to Accept Delivery or Cancel Delivery.

Accept Delivery
Accept Delivery: Delivery is ready to be accepted.
- Signed for By: Used by the person accepting the delivery to input their name.
- If entering a badge number is part of your property SOPs, please include the badge number in the "Signed For By" field. Example: John Smith - 12345
- Comment: The comment section is optional and lets you provide a note/remark pertaining to the acceptance of the delivery.
- Your Signature: Used by the person accepting the delivery to provide their signature.
- Delivery Options: The person accepting the delivery must choose one of three delivery options to finalize it: accept, partial accept, or refuse.

Cancel Delivery
Cancel Delivery: I was assigned the delivery task but am unable to complete it.
- Reassign: This is optional and allows you to reassign the delivery task to another participant.
- If you're unsure who to assign the task to, leave it blank, and the document will be queued for other participants to start or assign the delivery task.
- Use the "reassign to" feature to select an associate for the delivery task.
- Comment: The comment section is optional and lets you provide a note explaining why the delivery was cancelled.
- Cancel Delivery: Use the button to cancel the delivery task. The task will revert to its previous status: "Runner Assigned."
