Locations

Socratic’s locations let you create a unified look at the progress, health, and forecast time to complete for work assigned to any collection of people.

Creating a location

Creating a location is as simple as naming it and choosing the team members who belong to it. As a default, location views are available to all Socratic users. You can optionally mark a location view as private, in which case it’s visible only to you.

To set your filter criteria for a location, first click the edit button in the upper right:

You can then set and save the filter criteria for the people whose work you want to see:

Setting the people whose work you want to include in your location view

Managing locations

For each location, we show all tasks assigned to members of that location, separated by active and completed. For completed tasks, you can further filter by timeframe of completion.

The People tab frames tasks by the people working on them and shows their total workload; the Trends tab provides Trends analysis for all the work specific to the location.

If you no longer need a location view you've created, you can archive it from All Locations. Just click the ellipsis (...) next to the location name: