Alert!
-Requires Configuration permission or System Admin Permission
Create Task Project
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Click here.
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Click "Project"
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Click "Add Project" OR you can use one of the default placeholders already displaying.
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Enter Name of Project
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Select agent for project association
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Enter a project description
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Click "Add"
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Add Tasks to Project
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Click here.
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Click here.
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Select the category for the task
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Select the type of task
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Enter the name of task in summary section
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Click "Add"
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Delete a Task from Project
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Click this button.
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Click "OK"
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Set a Task to be dependent on the completion of another task
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Click here.
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Click "No Condition"
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Click "Until Target Task Completed"
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Select which task to be dependent on
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Click "Update"
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Set which Project to Auto Trigger
Tip!
Only one agent onboarding project can automatically trigger upon the entry of a new agent. If you have multiple variations of agent onboarding projects, best to not set one to auto trigger and select from agent tasks which one to use
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Click "Settings"
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Select the project to set for auto trigger
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Click "Update"
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Test Task Project
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Click your logo to link back to main interface
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Go to active agent list
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Click here on the agent you want to trigger the test project
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at the end of the URL => Add [ /agent-onboarding ] and press enter. You can the click back on your browser
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Click "Projects"
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Filter for newest date
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Verify you see your project created with test agent
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Click this link.
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Review Task triggered
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