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Assign section in document to user

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Hello,

for us it would be great if we were able to assign the sections of our report to the responsible users.

As I have seen there is the possibility to filter sections.

If we were able to assign and filter for a certain user would help us a lot.

After assigning all sections to the responsible users I would be able to only filter for my sections and then jump from one section to another and update them.

 

Kind regards

 

Markus 

 

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Comments

2 comments

Date Votes
  • Isabel Messore
     
    The ability to directly assign sections to responsible users and then filter the document outline by assignee is not a native feature in Workiva today. 
     
     
    Our recommended approach would be to use Tasks assigned per section + the Assignee filter in the Tasks panel. Users can filter their tasks by themselves, click through to navigate section by section, and update content accordingly.
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  • Markus Rechberger

    Hi Isabel,

    Thanks a lot.
    We know that we can assign sections to certain users with tasks.

    However, for us it would be more comfortable if we were able to filter for our sections. Maybe you can discuss this topic internally if this is a feature worth adding to the roadmap.

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