View unassigned tasks using Resource Management Workspace
Filter unassigned tasks to view custom requests to match with your organization's priorities and planning, and assign them to resources.
Before you begin
- Create resource assignments, or migrate your existing resource plans from Classic to Next Experience. For more information, see Create resource assignments using Resource Management Workspace,Create resource assignments using Project Workspace, or Migrate resource plans to resource assignments.
- Role required: resource_user, resource_manager
Procedure
Navigate to Workspaces > Resource Management Workspace
Select the Resource cards icon (
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Resource cards icon.\) from the menu and open a resource card.
Resource cards icon.\) from the menu and open a resource card.
- Enable the Unassigned tasks toggle (
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Unassigned tasks toggle.\) to view the unassigned work requests in the lower tray.
Unassigned tasks toggle.\) to view the unassigned work requests in the lower tray.
Project Managers create resource requests based on the primary attributes \(Group, Skill, or Role\).
- In the bottom tray, select Filter (
Image omitted: filter-icon.png
Funnel symbol indicating the filter option.\) to filter the unassigned work and get a custom view of what you want to see.
Funnel symbol indicating the filter option.\) to filter the unassigned work and get a custom view of what you want to see.
You can use the attributes such as resource groups, teams, roles, skills, projects, time frame, and so on, to work with advanced filters.
**Tip:** Use the condition builder to build a filter and work on priority requests.
Example: This is a condition to filter the unassigned work requests created for a specific user.
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Filter condition to view the unassigned work for a specific resource.
Filter condition to view the unassigned work for a specific resource.
Select Filter.
The unassigned work matching the filter condition is displayed in the Unassigned tasks tray.
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Resource board view with assigned tasks in the top tray and unassigned tasks in the bottom tray.
Resource board view with assigned tasks in the top tray and unassigned tasks in the bottom tray.
Parent Topic:Using Resource Management Workspace