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Collaboration: Request overview

Written by amaise Support

The request overview is your central point for all collaboration requests. You can access it via the icon in the left navigation bar.

If you work as an external employee of an external service provider, the request overview is your main view in this workspace. Here you see all requests addressed to you or your team.

Two request types

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In the request overview, you find both request types side by side:

  • Formal requests — Structured requests to external service providers with assignment, response, and review

  • Direct requests (chat) — Quick chat requests to individual colleagues or external persons

Filter requests

You can narrow down requests using the filter bar:

  • Search field — Search by subject or case name

  • Assigned to me — Shows only requests assigned to you

  • Status — Filter by a specific status (e.g., In progress, Completed)

  • Sender — Who created the request?

  • Recipient — Who is the request addressed to?

Status — Formal requests

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Formal requests go through the following statuses:

  • Draft — The request has been created but not yet sent

  • Unassigned — The request has been sent but not yet assigned to an expert

  • In progress — The expert is working on the response

  • Response under review — The administrator of the external service provider is reviewing the response

  • Completed — The request has been answered and closed

Additionally, there are two hidden statuses that do not appear in the standard view:

  • Cancelled — The request was cancelled

  • Archived — The request was archived

Status — Direct requests (chat)

Direct requests have a simplified status flow:

  • In progress — The request is open and active

  • Completed — The request has been answered and closed

There is no assignment or review step since the request goes directly to a person.

Navigate to a request

Click a request in the list to go directly to the related case and collaboration view. From there, you can edit, answer, or forward the request.

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