How to Assign Records/RFQs to Your Team Members in Loocey

Overview

In this video, we’ll learn how to use the Assigned To field in Loocey to assign items to your team members so that everyone can focus on their own items.

Step by step

The walkthrough covered in the video, written out so you can follow along inside Loocey.

1. Go to the Bidding Board, you’ll see the Assign To column, which you can use to assign different items to different team members.
2. Let’s try it: assign a few items to John Smith on the demo account, and a few others to the current account, Demo Demo.
3. Next, create a new view: name it John, add a filter setting Assigned To equals John Smith, and save the view. This tab now shows only John’s items.
4. For a more consistent setup, use dynamic views based on the current user instead of duplicating views per person.
5. Create another view and name it My Items. Add a filter, select the Assign To column with Equals, and this time select Current User as the value.
6. The system dynamically recognizes who is logged in and shows their items. Save the view.
7. Confirm the view now shows Demo Demo’s items, and if John logged in and opened the same view, it would show John’s items instead. That’s how you create dynamic views based on the current user without duplicating them.

Where this fits

This tutorial covers the Platform, Team & Admin part of Loocey DLA. Loocey Core features underneath the DLA module: columns, views, assignments, exports and permissions.

• Loocey DLA Getting Started guide — account setup and the full bidding workflow
• Saved-search recipes — the exact column, condition and value for 20 common DLA searches
• DLA / DIBBS glossary — what every field on a solicitation means
• All Loocey DLA video tutorials