Find out how to view cases based on users
There are two ways to view cases needing a response
- For all the tasks for all users across your entire organisation, including yourself - Via Task Tracker (Step 3)
For only your tasks (the signed in user) - Via Dashboard - Notificationsviewed on the Notifications List as a Notifications Alert (See link)
Viewing cases by user
- Open Task Tracker
- Select the Status tab (OPEN, OVERDUE or CLOSED) to filter the cases.
- To view ALL cases, remove the filter on the table (RESET) or create a new TAB if this is a view you would regularly use (see here for Steps).
- Under Activity assignee, filter by user name.
- Here you can directly access the Case by clicking on the relevant line.