What do the real-time workload dashboards show?

They show what is due, who owns each service request and task, and each team member's current workload, so managers can see capacity at a glance.

How quickly do assignments appear on the dashboards?

Immediately. As soon as work is assigned or reassigned, the dashboards reflect the change in real time.

Can I reassign work if someone is overloaded?

Yes. Managers can reassign a service request or task to another team member in a click, and the workload dashboards update right away.

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Feature

Service Request & Task Assignments with Real-Time Workload Dashboards

Doculogix automatically creates tasks when a service request is submitted, based on its service request type, and can auto-assign them to an individual, department, or group. Managers can also assign service requests and tasks directly with clear ownership and due dates, and Doculogix shows those assignments instantly on real-time workload dashboards. Litigation support teams, eDiscovery providers, and law firms can see what is due, who owns it, and how loaded each person is, then rebalance work in a click.

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How it works

How It Works

Tasks are created and auto-assigned

When a service request is submitted, tasks are automatically created based on its service request type and can be auto-assigned to an individual, department, or group, so ownership is clear from the moment work comes in.

Assignments appear instantly

As soon as work is assigned, it shows up on the real-time dashboards for both the assignee and their manager, with no manual status updates required.

See what's due and who owns it

Dashboards show open and upcoming work by due date and owner, along with each team member's current workload, so bottlenecks are visible before deadlines slip.

Reassign work in a click

When someone is overloaded or out, managers can reassign a service request or task to another team member in a click, and dashboards update immediately.

Screenshot coming soon

Real-time workload dashboard

Doculogix Task Manager showing open, due today, due tomorrow, overdue, and unassigned task counts above a project-grouped task list, with the assigned user dropdown open to reassign a task — Reassigning a task in a click

Use cases

Common Use Cases

Distributing incoming service requests across the team as they arrive
Spotting overdue or at-risk tasks before a production deadline
Rebalancing work when a team member is overloaded, sick, or on vacation
Giving each team member a clear list of what they own and when it is due
Showing leadership real-time capacity across matters and clients

FAQ

Frequently Asked Questions

How are service requests and tasks assigned in Doculogix?: When a service request is submitted, tasks are automatically created based on its service request type and can be auto-assigned to an individual, department, or group. Managers can also assign or adjust assignments directly, and every assignment is recorded on the request or task so ownership is always clear.
What do the real-time workload dashboards show?: They show what is due, who owns each service request and task, and each team member's current workload, so managers can see capacity at a glance.
How quickly do assignments appear on the dashboards?: Immediately. As soon as work is assigned or reassigned, the dashboards reflect the change in real time.
Can I reassign work if someone is overloaded?: Yes. Managers can reassign a service request or task to another team member in a click, and the workload dashboards update right away.

Explore more

Matter-Centric Litigation Support Project ManagementOrganize every request and task by client and matter.Custom Fields and Configurable Task TrackingCapture your own data at every level of the hierarchy.Customizable Service Request Forms and IntakeBuild intake forms that capture what case teams need.

Project Tracking System (PTS)eDiscovery Workflow Manager (EWM)

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