Review your Needs Your Attention items

Overview

Needs Your Attention is the prioritised action list on your dashboard. It highlights everything in MyApprentice that is waiting on you to move it forward — accepted quotes not yet turned into jobs, jobs ready for invoicing, overdue invoices, overdue shifts, and new enquiries. Work through it daily and the business stays unblocked.

Who This Workflow Is For

This workflow applies to Admin, Business Owner, Finance, and Sole Trader.

Before You Start

You need to be signed in to MyApprentice. Items in Needs Your Attention deep-link to the relevant record, so it helps to have a few minutes to action items as you go.

Step-by-Step Process

1. Open MyApprentice. The Dashboard is your home screen.
2. Scroll to the Needs Your Attention card. Items are ordered by severity and paginated in groups of 5.
3. Review the typical items that appear (the full canonical Needs-Your-Attention catalogue, grouped by category):
   • Schedules — unassigned shifts, overdue shifts, schedule conflicts.
   • Quotes — accepted quotes not yet converted to a job, expired quotes.
   • Invoices — jobs marked Ready to be invoiced, completed shifts where the job has not been invoiced, overdue invoices, Xero sync errors.
   • Enquiries — new enquiries from the public enquiry form, late-reply enquiries.
   • Messages — unread client messages on portal threads.
   • Timesheets — submitted timesheets awaiting approval, unapproved weeks blocking payroll.
   • Supplier Invoices — uploaded supplier invoices needing review or apply.
   • Jobs — jobs ready to finalise, jobs paused for follow-up. What you see depends on your role — Business Owner and Admin see the full list; Finance sees invoicing items; Supervisor sees the team’s scheduling and timesheet items; Tradie and Apprentice see only their own pending actions.
4. Select an item to action it:
   • Some rows open a pop-up so you can complete the action in place (for example, marking an invoice paid).
   • Other rows redirect to the relevant page (for example, opening the accepted quote so you can convert it to a job).
5. Repeat until the list is clear or the priorities are handled. The card refreshes as items are completed.
6. Use the pagination controls to step through more items if there are more than five.

What Happens Next

When you action a row, the item drops off your attention list. Items that need someone else’s work (for example, a Supervisor assigning a shift) leave your queue and stay on theirs.

If you want shortcuts to common creation tasks alongside the attention list, customise the dashboard — see Customise your dashboard.

Common Issues

• An item you expect is not showing. Confirm your role. The Business Owner and Admin attention list covers the full business; Supervisor and Finance see scoped lists; Tradie and Apprentice see only their own pending actions.
• Item won’t go away. Open the row and complete the action. If the system still shows it after you action it, refresh the dashboard or open the underlying record (quote, job, invoice, shift) and confirm its status is correct.
• Too many items at once. Use the pagination — items are surfaced in groups of 5 ordered by severity. Work top to bottom.
• Trial / read-only account. If your business is in a read-only state due to trial expiry, you can view the attention list but cannot action create or edit rows. Upgrade the plan via Review your subscription and billing.

Related Guides

• Customise your dashboard
• Review notifications
• Review your subscription and billing