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I'd like if a member is assigned a role in a project that when an issue, RFI, reviews, submittals is assigned to a role that those are shown in the assigned to me in My Home and the user is notified. This allows us to assign multiple people to a task and lets them be able to both know an item needs to be looked at.
It would be very important, so that users trust "MyHome", that they can also see the tasks that have been assigned to my role or my company.
Perhaps it would make sense here for me to have an option to show or hide them, or alternatively an additional "Card Library" where all the tasks that have been assigned to me personally, the role or the company are shown.
Yes, this is essential. We only assign Forms, RFIs, Submittals (everything) to roles, and not specific individuals. We need to be able to see those items in the home dashboard.
@BEPCDocumentControl Currently our only work around we found is creating a Power BI dashboard for the different tasks. Draw back is it it only updates every time you run a data extract so its not an instant update. We currently run it daily for tasks.
crucial to create comprehensive templates with pre-defined responsibilities (created as issues or workplan items) assigned to roles, which are created automatically when a new project is created.
This is not really possible if items have to be assigned to members for them to show on the users homepage for action, as members change in every project.
This is a big issue. Assigned tasks is not visible on My Home and can easily be forgotten. A new card with Assigned to my role(s) or just everything into the Assigned to me card is crucial to have a good overview of all your assigned tasks.
Review workflows, RFI workflows and forms are assigned to roles to be able to reuse them in new projects from the project templates.
A small blocker for some companies. Of course, Power BI can solve this, but it should be unnecessary to use Power BI for this.
Having the assigned to me only include items assigned to the specific user has lead to a lot of confusion with our company. When we assign something to a role or company, we would like this to be inclusive of all users within the role, and users within the company rather than just the company or role. This limitation of assigning to a company or role not including the user makes this feature have very little value to us.
