Customers & CRM

My Work: Everything Assigned to You

One list of the cases, tasks, reviews, messages and mentions waiting on you, across every business you belong to.

What it is for

Every other page in Dinopix is scoped to one business. My Work is not. It gathers everything assigned to you across every business you belong to, so an agency or a multi-brand operator has one place to start the day.

My Work
allmentionscasestasksreviewsmessages

Cases 2

Refund not receivedOpen

Enquiry · Ava Turner

Wrong item shippedWaiting

Enquiry · Liam Price

Tasks 1

Call back about the quote2 days overdue

What appears

  • Mentioned. Notes where a teammate used your name with an @.
  • Cases. Open enquiries and complaints assigned to you.
  • Tasks. Follow-ups with a due date. Overdue ones are marked in red and counted in the header.
  • Reviews. Reviews assigned to you to answer.
  • Messages. Inbox conversations assigned to you.

Items you watch rather than own appear too, marked as watched. See assigning work and watchers.

Filtering and sorting

The tabs across the top narrow to one type. If you belong to more than one business, a selector lets you narrow to one of them. Sorting offers:

  • Most pressing. Due dates first, overdue at the top. The default, and the right one most days.
  • Recently added. Newest first, for catching up after time away.
  • By business. Grouped, for working one client at a time.

Working through it

Tasks can be ticked complete straight from the list. Everything else opens the item itself, and clicking through switches you to the right business automatically, so you do not have to remember which one it belongs to.

An empty list

"You are all clear" means nothing is assigned to you. It does not mean there is nothing to do: unassigned work sits on the Reviews, Inbox and Customers pages until someone picks it up. If your team relies on My Work, get into the habit of assigning rather than leaving items loose.

More in Customers & CRM

Logging emails against a contact

Email a customer from Dinopix and keep a copy on their timeline automatically, using the BCC address unique to your business.

What the Customer CRM Does

How contacts, companies, orders and cases fit together, where the data comes from, and why it makes replying to reviews easier.

Contacts & Companies

How people and businesses are stored, deduplicated by email, linked to each other, and found again when you need them.

Orders & Purchase History

How orders reach a contact from your store or a CSV, what you can edit by hand, and how lifetime value is calculated.

Cases & Enquiries

Track an issue from first contact to resolved, keep the conversation and notes together, and turn an enquiry into an order.

Tasks, Assignment & My Work

Assign reviews, cases and follow-ups, set due dates, add watchers, and use mentions so that nothing quietly gets forgotten.

Importing Contacts & Orders from CSV

Bring existing customers, orders or enquiries in from a spreadsheet, and control how duplicates and locations are handled.

Merging Duplicate Contacts

Combine two records for the same person, choose which details survive the merge, and stop duplicates being created again.

Assigning Work and Watchers

Give an item an owner, add teammates who should follow it, and pull someone in with an @mention in a note.

Custom Fields

Add your own fields to contacts and companies, such as account number or lead source, then filter and report on them.

Record Types

Tick whether you track orders, jobs or enquiries, name them in your own words, and the rest of the app uses your wording.

Columns and Filters

Show the columns you care about, put them in the order you want, and narrow a long list down to the rows you need.