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Fortworx

Assign Reports

Overview

Fortworx lets you assign reports to specific team members and use @mentions in notes to notify colleagues. This helps distribute work across your team and ensures the right people are involved.

Assigning Reports

To assign a report to a team member:

  1. Open the report you want to assign.
  2. Use the Assignee dropdown on the report detail page.
  3. Select a team member from the list of workspace members.
  4. The selected member will be notified of the assignment.

To unassign a report, click the clear button on the assignee dropdown.

Scope Lead Auto-Assignment

When you define a scope with a Lead, reports that match that scope can be automatically attributed to the lead. This helps route reports to the right person without manual assignment.

Using @Mentions

You can @mention team members in report notes to draw their attention to a specific report or discussion:

  1. Open a report and navigate to the notes section.
  2. Type @ followed by the team member’s name.
  3. Select the team member from the suggestion list.
  4. The mentioned member will receive a notification.

@Mentions are useful for asking questions, flagging issues, or requesting a review from a specific colleague.