My Items

My Items is everything on the project that is waiting on you, gathered from every tool onto one screen. It is the answer to "what do I actually have to do today", and it is the screen worth opening first.

The number beside My Items in the sidebar is the count, so you can see whether there is anything there without opening it.

How it is laid out

Across the top is a strip of tabs. All is everything; the rest are one tab per tool with its own count, and any tool with nothing outstanding is simply not there. So the tab strip is itself a summary: if Permits is not in it, you have no permits waiting.

Under the tabs, the All tab stacks a block per tool. Each block is a register like any other, with the same search, filter, group and export controls, so a long list can be narrowed the same way you would narrow the tool's own screen. Each block's heading says what the block is about, and the phrasing is worth reading rather than skimming, because it is not the same for every tool.

Opening a single tool's tab gives that one block the whole screen, which is what you want when one of them is long.

What counts as an item

Thirteen tools feed My Items: Bookings, Contracts, Inductions, Inspections, Mail, Meetings, Method statements, Observations, Permits, Procurement, Site diary, Submittals and Timesheets.

What lands there is anything assigned to you or awaiting your response. In practice that is two different things wearing the same hat.

Some of it is work you have been given: an inspection to carry out, a meeting action item assigned to you, an observation to close out, mail awaiting your reply.

The rest is an approval sitting with you, which is to say a workflow has reached a step you are on. See How approvals work.

Several blocks split themselves in two along that line, into Ready for Your Action and Upcoming in Your Queue. The first is what you can act on now. The second is what will reach you once somebody ahead of you has acted, and it is there so a queue is visible rather than arriving as a surprise. You cannot act on an upcoming item, and there is nothing wrong when you cannot.

The Compliance tab

One tab is not about work at all. Compliance lists the documents the project requires from your organisation, such as insurances and licences, with what you have submitted against each requirement and what is still outstanding.

It appears when the project has compliance requirements set, and it is where an unmet requirement is chased, because an outstanding one can hold up site access rather than just sitting on a list. Submitting against a requirement can pull a document from your organisation's own pool rather than uploading it again. See Compliance documents.

Per project, and one project at a time

My Items lives inside a project and shows that project's items. If you work across several jobs, each has its own, so the way to sweep everything is to change project in the switcher.

Items leave the list on their own as they are dealt with. Submit the diary entry, respond to the mail, complete the inspection, record the decision, and the row goes. Nothing has to be dismissed or ticked off separately, and there is nothing to tidy up: My Items is a view of live work rather than a to-do list you maintain.

Where else the same work appears

My Items is a gathering point, not a separate inbox. Every item in it is also in its own tool's register, which is where you go if you want the surrounding context: the other inspections on that location, the rest of the mail thread, the claim this variation sits against.

The project dashboard carries a shorter version of the same idea for a quicker look, and email tells you when something new has arrived. Email is the only way Teralo reaches out: there is no bell and no in-app alert list, which is why My Items matters. Which of those emails you get is yours to set. See Notification settings.