Quick How To's

How to View Conversation Assignments

This walkthrough answers the questions: How do I view which user is assigned to a conversation? How do I view conversation assignments? How do I view who is assigned to who? How do I view user assignments?

How to View Conversation Assignments

Step-by-Step Walkthrough

  1. Navigate to the Conversations page.

  2. Locate the three lines icon above all the conversations.

  3. Hover over the icon to reveal the tooltip that says "Add Filter."

  4. Select the "Add Filter" option.

  5. Choose the person assigned to the conversations from the list, in this case, select "me."

  6. Click on the "Filter" button at the bottom of the filter window.

  7. Observe that only the conversations assigned to you are displayed.

  8. Change the filter to view conversations assigned to anyone else if needed, which will show all conversations.

  9. Remove the filters to see all conversations again.

Note that filtering can also be done based on the user who created the last message in the thread.

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