Asking for help & coverage

When you're stuck or stretched, you can raise your hand on a matter and let a manager pick it up — and when someone's away, coverage keeps their work moving. This lesson covers both.

1. 1

   Ask for help from a matter

   On any matter, open the ⋯ All actions menu beside its next step and choose Ask for help. The dialog asks What do you need a hand with? — for example "Need someone to run the title searches before Friday" — then click Ask for help. Your request is tied to that matter, so whoever helps has all the context.

2. 2

   Managers take it on Home › Team

   Asking for help tells the matter's team, or the firm's managers when the matter has no team. Managers see it on Home › Team (/app/team) under Help requests, with your note and a link to the matter, and click "I'll take it" to claim it; the request then shows who took it.

3. 3

   Arrange cover while someone's away

   For planned time away, a manager uses Cover for someone on Home › Team, and you can choose I'm going on leave from your avatar menu. Say who is away, who covers, and from and to; the drawer sums it up in a sentence and lists the cover already arranged. While cover is on, the away person's matters offer to hand the work to whoever covers, so nothing stalls. Cover can be ended early, and cover that hasn't started yet can be cancelled.