A shared queue. Clear ownership.
Invite the right people, assign requests and build a simple daily review routine.
Start with the right access
Use your organisation’s team controls to invite colleagues and review their roles. Give people the permissions they need for their work. Additional team capacity and client access are distinct capabilities; check what your workspace currently includes before inviting more users.
Make responsibility explicit
Assign the next action to a person who can complete it. When work changes hands, add a short update explaining what is done, what is outstanding and when the next action is needed.
Use a short daily review
A few consistent checks are more useful than a complicated process.
- Review new and unassigned requests.
- Check urgent work and upcoming due dates.
- Look for requests waiting on an answer or another team.
- Reassign work when availability changes.
- Record resolutions so completed work is easy to recognise.
Choose a view that helps
Use the ticket list for detail. If your workspace has Board Views Pack, use its alternate views to review progress. If you schedule visits or jobs, review Work Planner Pro.