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Field work / Help guide

Use My Day and personal activity

Keep track of your own assigned work and recently recorded activity.

1 min readPublished 18 October 2026

Find your work

The mobile home and personal activity areas show the work available to your account and selected organization. Agents can review visits, sales, and follow-ups; drivers can review deliveries and their tracking state.

  • An item saved offline may appear locally before the web dashboard receives it.
  • My Day changes and other server-managed assignments need a connection.
  • If a task is missing, check that you signed into the correct account and organization, then refresh while connected.