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Recent Work Requests Widget

View and manage your recent work requests at a glance

Christine Li avatar
Written by Christine Li
Updated over a week ago

Use this widget to easily view recent work requests for a particular building or set of buildings across a selected time period.

Widget Setup

On the dashboard where you want to add a new Recent Work Requests widget, click Add Widget and select Recent Work Requests in the pop-up.

In the Select Buildings step, you will pick the Company, Portfolio and Building(s) you want to monitor.

Once you have selected the building(s), adjust the title as needed to reflect the details you've built into your widget.

After you select Finish, the widget will appear on your dashboard.

Widget Usage & Best Practices
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On the Recent Work Requests widget, you can display all work requests for the selected building(s) or only the ones you opened. You can also select the time range you want to monitor, and sort the work requests by clicking on the column name:

  • ID

  • Summary

  • Property

  • Status

  • Created by

To view more details on a specific work request, you can click on it which will open a panel on the right.

From this view you will be able to:

  • Post comments

  • Link insight

  • Export as CSV or PDF

  • View recent activity

You can also export a work request directly from the widget by clicking the three dots on the right side of the table.

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