Texada Handle Ideas Portal
We would like to propose adding a new account type, so we would have 'user' and 'department'. The department accounts could have multiple users. it would work somewhat like branches of a tree. So Users A, B and C could be part of Department X. When User A logs into their Handle account, if a task has been assigned to Department X, they will be able to see this in their personal account and 'claim' the task. So User A will see both their personal tasks and Department X's tasks. This is reflected for all of the Department members, so if User C claims the task, that will show up in User A and B notifications.
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save a week of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
Staff not being certain of whether they need to complete tasks or not or not knowing who does what. This will give visual insight and will also improve communication and speed of resolution. |
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Hi Brian,
The second option would be best for us, however our budget does not extend that far. Is there any work around for this?
[cid:aacb5411-2c39-4338-ba91-a9bfb0662ec0]
Chelsea Blacka
CRM and Aftermarket Marketing Specialist
M 0437 584 362
1/19-31 Peter Street, (PO Box 5485) Wagga Wagga NSW 2650
chelsea.blacka@hutcheonandpearce.com.au
www.hutcheonandpearce.com.au
Thanks Chelsea!
I've been wanting to bring the Teams functionality into the Admin so that user permissions can be managed by team instead of by user… this is similar to that but with a huge plus up for workflow management.
UX add on: we should look to implement this by allowing a record "Owner" to be set as either a user OR a team. Ideal UX would be to have the assigned team's members to appear at the top of the Owner selection list so reassigning in the team, or claiming a task/record as your own, can me done in two clicks.