Purpose
My HappyCo is your one-stop shop for work items assigned to you in either Happy Property Maintenance or Happy Asset Management. Inspections, tasks, milestones, construction scopes, and approval requests all flow into one management page for you to see what is most important at a glance. My HappyCo is the next iteration of My Tasks, which will eventually be deprecated.
How to Enable
My HappyCo is in General Availability and is enabled by default for all. No action is required by you to start using this feature today!
Navigation
There are two ways to navigate to the My HappyCo page:
- Go to my.happyco.com, or
- Under the Happy Asset company view click on the “My HappyCo” tab on the left-hand side bar
How It Works
When you land on the My HappyCo page you see a search bar followed by 4 tabs: Upcoming, Overdue, No Scheduled Date, and Complete. Clicking on any work item will take you to the work item in either Happy Property or Happy Asset.
Search
Search allows you to enter any keyword or number, which will then filter the work items within the current tab you are viewing. All work items that contain the keyword or number will then show for you quickly find what you are looking for.
Upcoming
This tab displays work items in two categories - due today or due this week. Items will dynamically flow in and out of these categories as the days go by. If you close out a work item it moves to the Complete tab. If you allow for the due date of a work item to pass, it will show in the Overdue tab.
Heads up👋 Only work items due within the next 7 days will show here. Any open status item with an assigned due date further out than 7 days will not be shown anywhere within the My HappyCo page. Once time passes to where the work item is within that 7 day window, it will show in the Upcoming tab.
Overdue
Items with a due date in the past will show in the Overdue tab, which is always highlighted in red. This way you never miss what is most urgent. If the work item is closed out or if the due date is updated to sometime in the future the work item will drop out of this tab.
No Scheduled Date
Any work item assigned to you without a scheduled due date will show in this tab. Once an item is closed out or a due date is assigned the item will drop out of this tab.
Complete
Items assigned to you that you have completed will show in this tab. Congratulations on finishing your work!
Heads Up👋 If a work item is reopened (updated to something other than a Completed status) it will drop out of this tab and move back to its respective work tab.