Associate Requests to Project

You can associate requests to projects and view the associated requests from within a project details page. A project can be associated with multiple requests. Usually, requests with similar demands will be associated with a project that successfully addresses some/most of these demands. This sort of association will help establish a successful project-request relationship which is vital for quickly resolving the innumerable requests your helpdesk might have to attend to every day.

This page explains how you can Associate/Dissociate Requests to/from a project and also how the associated requests can be viewed from the respective project's details page.

 



 

Associating Requests to Project

To Associate requests to a Project,

  1. Click the Projects tab. This opens the Projects List View page.

  2. Select the project by clicking the project title to be associated with a request(s).

  3. In the RHS panel, click Attach next to Associated Requests.

  4. Associate Request to Project pop-up box opens up.

  5. Select Requests which you wish to associate with the project and click the Associate button.

 

Viewing Associated Requests

To view requests associated with a project,

  1. Click the Projects tab. This opens the Projects List View page.

  2. Select the project by clicking the project title in order to view requests associated with it.

  3. The total number of requests which are associated with the project will get listed on the RHS panel

  4. Click the number to view the requests.

  5. To view a request in detail, click the respective title.

 

Dissociating Requests from Project

To dissociate requests from a project,

  1. Click the Projects tab. This opens the Projects List View page.

  2. Select the project by clicking the project title from which requests must be disassociated.

  3. In the RHS panel, click Attach next to Associated Requests.

  4. Associate Request to Project pop-up box opens up.

  5. Select Requests which you wish to associate with the project and click Detach button.