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Tracking Information Due To/From People or Organizations

You can use SurePoint Pro to track all information due to or from any person or organization.

TJ Fraser avatar
Written by TJ Fraser
Updated over 2 weeks ago

You can use Connections to link people or organizations to any item in SurePoint Pro with the role "Open Item" or “Due To” to track that something is due from them. For example, if you are working with a client or other members of your team need information from them, you could link the particular client to the question or fact that identifies the information needed:

You can then use ZenKM to filter by the person or organization’s name and the role "Open Item" to see all of the open items that are due:

This allows teams collaborate seamlessly, and also avoids needless interruptions or multiple calls/meetings.

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