Tips for using assignments Follow

The Assignment feature in Outpost helps keep your team from duplicating efforts. When any conversation is assigned to a specific user, the whole team can immediately see who's handling it. You'll see the assigned user's profile on the preview card and at the top of the conversation:

Assignments also offer some handy ways to organize work and communicate with your team:

Catching conversations that aren't being handled

If you narrow the view of your Inbox folder, you can quickly see any conversations that haven't been assigned to anyone on your team. Just set the Assigned To menu to Unassigned, and you can easily locate conversations that need to be assigned to someone:

Making sure your team's workload is balanced

In the Assigned To menu you can see how many unresolved conversations are currently assigned to each of your team members. This number will appear to the right of the user's name. This is a great way to make sure you aren't overloading anyone. 

Note: To see all conversations assigned to a user, be sure to select All mailboxes from the Mailbox menu.

Using Assignments to work with new hires

Assignments also offer a useful way for you to work with a new hire, especially if your team works remotely. You can use assignments as an approval process. The trainee can compose a reply, save it as a draft, and then assign the conversation to you to read. You can add an internal note with your feedback and assign it back to the trainee for revisions:

Checking in on a team member's work

Similarly, you can look in your account's Archived folder at conversations a specific team member has resolved. It's a nice way to get an overview of how a recent hire is doing, or gather feedback for an upcoming performance review:

Do you have any favorite uses for assignments you'd like to share? Feel free to contact us - we'd love to hear them!