Assigning Requests and Viewing Requests by Assignee
Professional Business
This how-to article provides a step-by-step guide on using the Request Assignment feature to streamline follow-up task management for your office team. This feature is only accessible on the web app, and is not designed for orchestrating field-based work; for that, you need Jobs.
How to Assign a Request
Click on the expander > to view a visual guide of each of the steps:
Go to Submitted Requests
Open All Requests, double click Submitted and then click on the Request you want to assign.
Click the User Icon on the left hand panel
Select Assignee and fill in Notes to Assignee
Click on dropdown box under “Assignee” and fill in the optional “Notes to Assignee” if required
Tip
You can either search for the User you want to assign by typing their name in or scrolling through the list of users
Click Save and the assignee will be notified
Once saved, the assignee will receive an email notification with the assignment details and your notes
How to Filter Requests by Assignee
Go to the Requests Manager, click the Filter button
You may filter by Request Reference, Form, Form Data, Submitting User, Assigned User, Client Reference, etc.
Submitting User is the user who raised the request (usually on the field) while Assigned User is the user assigned to handle the request.
Select Assigned User
Choose “Assigned User” then select a specific user from the list.
You can also select “No one assigned” to view unallocated Requests;
Or Select All to view Requests that have been assigned.