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Training - In Tray

How can I use the In Tray in my daily work?

The in tray can be considered a to do list of your daily tasks. From here you can:

  • Send Emails
  • Send & Receive text messages
  • Assign work items to each other
  • Informed of due gas safeties
  • Tenancies starting & ending
  • When inspections are due

By default, the list shows all Work Items, whether assigned to specific Staff Members or not, that were created for this Company within the last week. There may be many pages of Work Items - click the page numbers at the bottom of the list to view different pages. If you wish to view Work Items that are not visible in the default list, tick the boxes above the list.

Filtering Work Items

You can filter the Work Items list by a combination of: Item type using the tick boxes.

User Select a specific Staff Member to filter the list so that it shows only Work Items that are assigned to that Staff Member. Select 'Main Group' to show all of the Company's Work Items, whether assigned or not.

Date Select a timescale to filter the list so that it shows only Work Items created within that period. For example, selecting 'Three Months' will show only Work Items created in the last three months.

Work Item Status

Work Items are highlighted with different colours according to their current status:

Pink The Work Item is new and has not yet been viewed. Blue The Work Item has been viewed but has not yet been completed. White The Work Item has been completed.

Click here to download In Tray Guide

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