on 24-01-2020 01:40 PM - last edited on 28-01-2020 11:46 AM by TJ
I would like to be able to tag those of my firm's PEXA matters which are mine, so that when I open the Dashboard, I can easily choose to look at only my matters.
on 24-01-2020 02:34 PM - last edited on 28-01-2020 11:53 AM by TJ
Annelie, that is a great request which I would be very keen to see go live. What about a Dashboard filter for workgroup, with either a default setting or remember the last used setting?
on 28-01-2020 12:13 PM
Yes, filtering your Active Dashboard by Workgroup will be coming in release 11.1 (10th Feb). Combined with 'Sticky Filters' this will allow you to focus on just your matters whenever you log in to PEXA.
You can read more about this upcoming feature here: https://community.pexa.com.au/t5/PEXA-Product-Releases/PEXA-Release-11-1-0-10-February-2020/ba-p/187...
@Annelie, to make the most of the upcoming Workgroups filter you'll need to set up workgroups for your staff. You can follow this guide on how to do that: https://community.pexa.com.au/t5/Help-Centre/Maintain-Workgroups-Help-Centre/ba-p/154