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How To Assign a Service Request

Steps to assign the owner of a Service Request


Assigning someone to a Service Request lets your team know who is responsible for managing it. It also makes it easier to filter and track the requests you're actively working on.

Steps

  1. Open the Service Request

    From the Service Requests tab, click the request you want to assign to yourself or a team member.

  2. Find the Assignee field

    In the Service Request right panel, locate the Assigned field.

  3. Assign yourself

    Click the field and select a name from the dropdown.

The Service Request is now assigned and will appear when filtering by that name.

Key Notes

  • You can reassign a Service Request to another team member at any time by updating the Assignee field.

  • Filtering by assignee is a quick way to see all requests currently on your plate.

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