Learn how to create demand with the following article
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Topics
Overview
Through demands, you can assign tasks and activities to be performed by people and teams in your workspace, related to a campaign, action, event, or any other type of initiative.
You can also distribute generic demands, without a related initiative in your workspace, to the related people and teams.
Any user can create a demand in a related workspace or initiative, provided that this user is not a user with restricted access to viewing by the manager or administrator of the workspace.
Creating a new demand
To create a demand:
- Access the Demands section through the Wikimee navigation menu.
- Click on the Create demand button.
Configuring the new demand
- Enter the name of the demand.
- Select the board for the new demand. This selection will be automatic in case of demand creation from a board.
- Select the corresponding workspace for the demand.
- Select an initiative corresponding to the demand.
- Enter a deadline for the demand.
- Enter the necessary Notes to assist in the progress of the demand in the Observations field.
- Click on advanced options to enter additional information about your demand:
- Priority - Select a priority: Low, Medium, or High.
- Step - Select the initial To Do step of the new demand.
- Tags - Enter tags for relationship and identification of the demand. You can add existing tags or create new tags by clicking on this field.
- Assigned - Enter the people assigned to the new demand. This field may be filled in if the selected board already has related people. Add and remove people if necessary.
- Approvers - Enter the people responsible for approving the demand.
- Insert files not related to the immediate approval context in the Attachments option.
- Insert files related to the approval context in the Approvals option.
- Click on New demand to conclude.