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View of currently assigned work to each analyst in a team


JBasey
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Hi all,

Is there a way of creating a view in the request list that shows how many open requests each analyst in a team has assigned to them at any given time?  I'm aware that I could do this as a report but I'm really after a quick view that I can use during the day to assign work out to staff?

Thanks

 

James

 

 

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Guest Ehsan

Hi @JBasey,

You can create a View through the Requests List, such as below. This will filter your Requests List by Requests that are open and assigned to a team.

Screen Shot 2017-05-03 at 14.26.38.png

 

Through the Charts tab in the View, you can then create a chart by Analyst. Take a look at the following example where the chart groups the number of Requests by Analyst.

Screen Shot 2017-05-03 at 14.28.13.png

Through the Requests List, click on the "Dashboard" button, beside the "Export" button. This will present you with the Charts that are defined in your Views.

Screen Shot 2017-05-03 at 14.30.27.png

This way, you can view your Requests List and the related Charts in the same view.

I hope this helps.

Thanks,

Ehsan

 

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