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What is the best way to organise my requests?

Excellent question. If you’re a company/individual sending out a large number of requests, we recognise that it’s absolutely vital to keep everything organised in the right way in order to avoid clutter and confusion. This is why, with Content Snare, you have the ability to group and filter your requests.

Grouping Requests

When within the request tab, you’ll see the following button towards the top left-hand corner of the screen:

After clicking on this Group By button, the following drop-down menu will then appear:

This is where you can choose how your requests are grouped and presented. The options are:

By Client – the requests will appear in groups according to which clients they’ve been assigned to.

By Owner – the requests will appear in groups according to the request owners.

By Folder – the requests will appear in groups according to which folders they’ve been filed into.

By Due Date – the requests will appear in groups according to when they’re due, presenting themselves in an order that reflects which requests are due the soonest. Requests with no set due date will appear at the top.

By Updated Date – the requests will appear in groups according to when they were most recently updated.

Here’s an example of grouping using the Group By: Due Date option:

These are being presented in list view. To learn about changing the way requests, clients and team members are viewed, click here.
Filtering Requests

Once you’ve decided how you’d like to group your requests, if desired, you can break things down even further by choosing to filter them too.

As shown above, beside the Group By button, you’ll see three additional buttons: Status, Owner and Client. By applying either one, two or all of these filters at once, you’ll be able to streamline which requests appear in a more specific manner. The options are:

Status – you can choose to only display requests that are published, waiting, draft, complete or archived. You can also select and apply several of those at the same time, like so:

Owner – here, by selecting an owner from the drop-down menu or searching for the desired owner within the search bar, you can choose to only display requests belonging to that owner.

Client – here, by selecting a client from the drop-down menu or searching for the desired client within the search bar, you can choose to only display requests that have been assigned to that client.

Here’s an example in which, after grouping by folder, the requests have been filtered to only display published or complete requests owned by “Marina” and assigned to “Sample Client”:

Within seconds, you can easily pair down hundreds of requests to just a couple when needed by using the above methods.

Updated on September 17, 2020

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