Release Note: Visualize work by assignee
Release Date: Sep 03, 2019
Your Workspace now supports organizing and visualizing work by who it’s assigned to!
List View now has a new Assigned To column. Clicking the My Items box filters all items in your Workspace assigned to you. This is a quick and easy way to drill down and focus on your tasks. This interface is shown below. Related: check out the User Guide section on assigning work to people.
You can also view items assigned to other individuals as well with the drop-down menu of filters in List View. This is shown below and can be accessed by clicking the down arrow next to My Items. The filters are cumulative, meaning you can add and remove multiple levels of filters depending on what you’re looking for.
In our humble opinion, what’s even cooler is the new feature to sort by assigned work in Schedule View. Sorting by Assignee instead of Date organizes all the work by who it’s assigned to. Each account and the assigned work is displayed in the left-hand column.
This provides a quick visualization of work loads, delivery dates by assignee, and possible bottlenecks. This interface is shown below.
When your most important asset is your people (and it always is), it’s important to make sure things are assigned optimally. Clarity around work assignments limits waste and boosts productivity.
This new feature makes it easy to sift through everything to see only what’s been assigned to you, or visualize all assignments to make sure workloads have been spread appropriately. You’ll quickly be able to see if someone is overloaded with too many tasks or has work all due at the same time. This new feature provides a heightened ability to detect possible inefficiencies before they turn into delays.