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 everyday .

This page explains how you can Associate/Dissociate Requests to/from the 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 on the project title to be associated with request(s).

  3. Click Settings icon (spiked wheel available below the project title) and select Associate Requests option.

  4. Associate Request to Project popup box opens up.

  5. Select Requests which you wish to associate with the project and click Associate Requests button (available above the requests being listed).
     

                                       


Tip: Once a request has been associated to a project, other requests will follow, can be added directly using the Associate button without having to access the Settings icon (see image below)

 

Viewing Associated Requests

To view Requests associated with a project,

  1. Click the Projects tab. 

  2. Select the project by clicking the project title.

  3. Click Associations tab in the Project Details Page. 

Request tab will be available only if requests are associated with the project

Dissociating Requests from Project

To dissociate requests from a project,

  1. Click the Projects tab. 

  2. Select the project by clicking the project title

  3. Click Associations tab in the Project Details Page. 

  4. Choose requests which you wish to dissociate from the project and then click Dissociate.