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Question

MWO Incomplete Task Default Needs to be Planned

  • July 31, 2026
  • 2 replies
  • 41 views

PMGannon
Sidekick (Customer)
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In Mobile work order, when a Technician marks a task as incomplete, the pop-up defaults to “Assign to Me”. How do I change the behavior to default to “Needs to be Planned”? 

We want our maintenance planners to review incomplete tasks, so they are aware of causes prior to assigning new work. For example, if a Technician discovers they are not qualified to complete a task after starting it, we want the Maintenance Planner to reassign the task to a qualified individual. 

2 replies

CSheprutterkey
Hero (Partner)
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Hi ​@PMGannon,

Check your workflow configuration and incomplete causes. You should have options “Assign to me” and “Needs to be Planned”.


kasunhp
Hero (Partner)
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  • August 12, 2026

In Mobile work order, when a Technician marks a task as incomplete, the pop-up defaults to “Assign to Me”. How do I change the behavior to default to “Needs to be Planned”? 

We want our maintenance planners to review incomplete tasks, so they are aware of causes prior to assigning new work. For example, if a Technician discovers they are not qualified to complete a task after starting it, we want the Maintenance Planner to reassign the task to a qualified individual. 

Didn’t you try with Apps for Page Designer?