Work List & To-Do List
Cross-module views of open work — everything you can see, or everything assigned to you.
FMX has two cross-module views that pull work together in one place. They sound similar but serve different people: the Work List is for whoever runs the workload, the To-Do List is for whoever does it. Both are views over records that live in other modules — you act on a row by opening the underlying request or task.
Work List
The Work List gathers work requests and work task occurrences across every module you can read — not just work assigned to you. It's the dispatcher's picture of everything in flight, with filters for status, due date, building, module, priority level, request type, and more, plus search and export.
It offers three views:
- Grid — the sortable, filterable list, with columns like assigned users, active workers, and workflow status.
- Board — a prioritization board for ordering the work.
- Metrics — a dashboard of how the team is tracking against response and resolution targets, if your user type has access to it.
Access is a user type setting (Can access work list), so many organizations give it to coordinators and supervisors but not to requesters.
To-Do List
The To-Do List is personal: it shows only what's assigned to you, but from more modules — work requests, work task occurrences, schedule requests, and transportation requests, whichever your organization uses. Rows are ordered by when the work is due or scheduled, which makes it a natural "what's next" screen for a technician's day. It's enabled per user type (Enable To-do list).
Landing on it first
Each user type has a landing page — the screen its users see right after logging in. Administrators can point that at the Work List or the To-Do List (among other choices, like the Calendar or a module's grid), so a technician can log in straight into their assignments.
A worked example
A maintenance coordinator starts her morning on the Work List, filtered to overdue items, and uses the Board to bump a failed freezer to the top. Her technician logs in and lands on his To-Do List: the freezer repair now sits first, above two preventive maintenance tasks and a table setup for tonight's board meeting — four record types, one screen. He opens the freezer request from the list and starts work without touching a single module grid.