PEXA matters

[Annelie]

Hi,

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.

// Annelie

[stevenmorgan]

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? 

[TJ]

Hi @Annelie & @stevenmorgan,

Great suggestions! Some of this functionality is actually coming in Release 11.1 later next month. 

@Marty might be able to provide some more insight into how this will work.

[Marty]

Hi @Annelie, @stevenmorgan , @TJ,

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

Thanks,

Martin

[Annelie]

Thank you Martin, I look forward to learning how to use it,

// Annelie

[Marty]

Hi @Annelie and @stevenmorgan,

Did adding a Workgroup column to the Active Dashboard help you focus on your matters?

Are there any other tweaks we you think we should make in this area?