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Managing Work and Team Requests

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A Request represents a pending task or issue assignment. Work Requests are made to individuals, and Team Requests are made to teams.

Understanding Work and Team Requests

  • Work Requests are found in the My Work area, in the Work Requests tab.
    The Work Requests tab shows the requests waiting for you to accept.
  • Team Requests are found in the People area, in the Team Requests tab in a non-agile team. (Agile teams do not have team requests.)
    The Team Requests tab shows the requests awaiting assignment for the team that is currently selected in the drop-down list. (The number in parentheses indicates how many items are ready to be worked on.) 

Requests that show on the Work Requests tab are assigned to:

  • The logged in user
  • The logged in user and another user or multiple other users
  • The logged in user and a team
  • The logged in user and a job role or multiple job roles

Requests on the Team Requests tab are assigned to the respective team.  

Organizing Requests 

At the top of your Work Requests or the Team Requests lists, there are tools to help you organize your requests. You can sort or group by certain criteria, and you can also filter by a keyword to find a specific request in the list. 

For more information on how to organize your Work Requests list, see "Organizing Work on the My Work Page."

Understanding the Ready to Start and All Sub-tabs

There are two sub-tabs on the Work Requests and Team Requests tabs: Ready to Start and All. (The number in parentheses indicates how many items are in each category.) 

The Ready to Start sub-tab shows only tasks and issues that meet all of the following criteria:

  • All predecessors have met the conditions for their predecessor dependency types.
    For example, if the type of predecessor relationship is Finish-Start (predecessor task must finish before the dependent task can start), the predecessor must be marked as Complete. (For more information about predecessor dependency types, see "Dependency Types.")
  • The logged-in user is the person assigned to these tasks and issues (for Work Requests). Or the selected team is assigned to these tasks and issues (for Team Requests).
  • The project status is in a status of Current.
  • The Projected Start Date or Planned Start Date has passed or is scheduled to begin within 2 weeks from today's date (or no Projected Start Date or Planned Start Date has been defined).
  • The Handoff Date has already occurred or will occur within 2 weeks from the current date.

The All sub-tab shows all tasks and issues on current projects that are assigned to the logged-in user, or all tasks or issues assigned to the team.

Assigning a Request to a Team

Project managers and issue requestors can assign work to Teams when they do not know which resource is right to do the work, or when it does not matter who completes the work.

Tasks assigned to the team remain on the Team Requests tab until a user on the team volunteers to work on the request, as described in "Working on a Request." 

When a request is assigned to both a team and a user who is not a member of the team, the request is visible in both the Team Requests tab and in the user's work requests area. If the user who is not on the team volunteers to work on the task, the task still remains in the Team Requests tab until a user on the team volunteers to work on it.

Teams can be assigned to tasks or issues in the following ways:

  • By project managers through the Gantt Chart
  • Via the Task List
  • When creating a new task or editing an existing task
  • When bulk editing multiple tasks
  • Through routing rules

You can manually assign a request to a team from the team page, as described in this section. Alternatively, you can assign a request to a team by creating an ad hoc work item and assigning it to the team, as described in "Creating Ad Hoc Work Items."

To manually assign a request to a team from the team page:

  1. ​Click the People tab in the Global Navigation Bar.
  2. Click the Teams tab
  3. Choose a team from the drop-down menu to select the team that you want to assign the request to.
  4. Click the Team Actions, then click Send a Work Request.
  5. Fill in the information in the box that opens.
  6. Click Send Request.
    The team is now assigned a new task which is displayed on the Team Requests tab. This task is not currently associated with a project, but it can be moved, as described in "Moving Tasks."

Replying to Work Requests

Before agreeing to work on a request (by clicking Work On It), you can send a message to the user who submitted the request. For example, you might need more information regarding the request or you might want to propose a new date before you agree to work on it.

You cannot reply to a team request.

To reply to a work request:

  1. Click My Work in the Global Navigation Bar, then click the Work Requests tab.
  2. Click the Reply icon on the request for which you want to contact the requestor.
  3. Click in the comment box, then specify your message.
  4. (Optional) Click Propose a new date, then select the date when you think you can complete the request.
  5. Click Reply.
    The comment is sent to the user who submitted the request who receives an in-app notification about it.
    You can view your comment in the drop-down list at the top of the Work Requests tab.

    After the user responds, the response is displayed in the same location on the Work Requests tab.

Reassigning Requests

You can reassign requests that have been assigned to you or your team:

  1. Navigate to the Work Requests or Team Requests tab, depending on whether the request was made to you or a team you are a member of.
    To navigate to the Work Requests tab, click My Work in the Global Navigation Bar, then click Work Requests.
    To navigate to the Team Requests tab, click People in the Global Navigation Bar, on the Teams tab, select the team who was requested to work on the item that you want to reassign, then click the Team Requests tab.
  2. Click the Reassign icon.
  3. Begin typing the name of the user, group, or team who you want to reassign the request to, then click Assign.
    The request is reassigned.

Working On a Request

Work and team requests remain on the requests lists until a member of the assigned team acknowledges the work and adds it to their Working On list. If an assigned user who is not a member of the team adds the request to their Working On list, the request remains on the team request list.

Work items might be removed from the Working On list if the assigned resource changes before the individual user or team member commits to it.

Move an item to your Working On list only when you are currently working on the item or soon will be.

To commit to working on an item by moving it to your Working On list:

  1. Click Work On It next to the item that you want to work on in the Work Requests or Team Requests tabs. 
    The work request is removed from the Work Requests or Team Requests list and transferred to your Working On list. When you click on Work on It, the work item is removed from the Team Requests list and other members of the team no longer see it on the Team Request page.