Requester Insightsmail_outline

Requester Insights

NOTE: Requester Insights are only available for Business and Enterprise Tiers

Want to avoid one-off status updates? Allow requesters to view a dashboard that provides even greater transparency.

To enable Requester Insights, navigate to Account Settings > Features  and select the toggle next to Requester Insights.


Once enabled, requesters have a read-only view of associated work, including:

  • Names
  • Statuses
  • Project progression
  • Project work groups
  • Start dates
  • Due dates

Share Associated Work Assignees 

Provide your requesters with even more transparency by allowing them to view team members assigned to work items.  

Once Requester Insights have been enabled, select Edit to the right of the feature in feature settings.

Toggle on Share Associated Work Members and select Save

Requesters will be able to view Team Member avatars in the read-only view and hovering over the avatar will reveal the Team Member's name. 

Depending on the number of Team Members assigned to a project, requesters can select icons to view additional Team Members. 

Share Associated Work Number 

If you have Auto-Numbering enabled in your account, you can allow request stakeholders to see the auto-generated number assigned to the associated work. 

Once Requester Insights have been enabled, select Edit to the right of the feature.

Toggle on Share Associated Work Number and click Save.

Your requesters will now be able to see the auto-generated number.