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  • ✨What's New in Enate
  • Work Manager
    • 💻Work Manager
      • Home Page
        • Bar Chart and Grid
        • Team Bar - Viewing Your Team
          • Team Bar for Team Members
          • Team Bar for Team Leaders
      • Setting Teams and Queues
      • Quickfind
        • Quickfind Searches with Custom Data Fields
        • How Quickfind works - specifics
      • Managing Contacts
        • Adding, Editing and Deleting Contacts
        • Contact Management Page
        • Contact Activity Page
        • Contact Tags
        • Contacts Card
      • Emails
        • Composing Emails
        • Canned Texts
        • Email Attachments
        • Saving an Email as a Draft
        • Scheduling Emails
        • Email Inbox View
        • Sent Items View
        • Outbox View
        • Unprocessed Emails
          • Unprocessed Emails Further Specifics
        • Blocked Email Addresses
        • Incoming Emails - Processing Logic
          • Dealing with Incoming Out of Office Emails
      • Notifications
      • Getting New Work
      • Creating New Work
        • Bulk Create Work Items
      • Work Item Overview
        • Overview of Work Item Types
        • Adding a Note
        • Timeline
        • Files Tab
        • Time Tracker Card
        • Custom Cards
        • Viewing Recently Accessed Work Items
      • 处理票据
        • 票务屏幕
        • 处理票据
        • 将工单合并到另一个工单/案例/操作
        • 分割票证
        • 将票据转换为案例
      • Working with Linked Work Items
        • Linking Existing Work Items
        • Creating New Linked Work Items
        • Viewing Linked Work Items
        • Sharing Emails between Linked Work Items
        • Related Group vs Linked Work Items
      • Working Between Teams
      • Assigning / Reassigning / Unassigning Work
      • Feedback Features
      • Views of your Data
      • User Settings
      • Navigation Items
      • Test Mode
      • Multilingual Support
      • Appendix
        • Potential Validation Errors for Bulk Creation of Work Items
        • Search terms ignored - further details
        • System behaviour for Determining Assignee, Owner & Queue for Work Items
        • Screen Resolution Support
  • 💬Feedback
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  1. Work Manager
  2. Work Manager

Home Page

PreviousWork ManagerNextBar Chart and Grid

Last updated 2 years ago

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The Home page allows Team Leaders and Team Members to view the work for their area of business, i.e. Work Items sitting in their work Queues and with their Team Members (both human and robot).

On your Home page you will see:

  • Work Items that are assigned to you

  • Work Items that are assigned to your manager, i.e. the person you report to (if you have one)

  • Work Items that are assigned to your peers (people managed by the same person as you)

  • Work Items in a Queue that you are a member of / are a manager of

Additionally, as a Team Leader you will see:

  • Work Items that are assigned to people you manage (i.e. people who report to you)

  • Work Items that are assigned to people managed by people you manage (recursively down the hierarchy of manager relationships)

  • Work Items in a Queue that you manage, even if you are not a member of it

Click to see how to set the users who report to you (i.e. your Team), and Queues which you manage.

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