Navigating the Tasks Table
8 steps
2 minutes
Active Tasks
1
On the Dashboard under Tasks click "Active".
2
The task list is sorted in order by status. 1. Requested 2. In Progress 3. Approved 4. Pending Info
3
To use the filters and shorten the list to show only what you're looking for, simply click within the field and type your search characters/term(s).
The system uses "sticky filters". This means that once you choose a filter or set of filters, each time you view the Tasks Table, you will have the same filters applied. If you wish to remove the filters, simply click "Reset Filters".
Snoozed Tasks
4
Click "On Hold".
5
Once selected, the "On Hold" tasks lists will appear, and only tasks that have been snoozed will display on the list.
Completed Tasks
6
Click "Done"
7
The "Done" tasks appear here.
8
Note: Tasks will also appear on the Dashboard in the Tasks panel. Agents can view their tasks on their dashboard as well.
Navigating the Tasks Table
8 steps
2 minutes
Active Tasks
1
On the Dashboard under Tasks click "Active".
2
The task list is sorted in order by status. 1. Requested 2. In Progress 3. Approved 4. Pending Info
3
To use the filters and shorten the list to show only what you're looking for, simply click within the field and type your search characters/term(s).
The system uses "sticky filters". This means that once you choose a filter or set of filters, each time you view the Tasks Table, you will have the same filters applied. If you wish to remove the filters, simply click "Reset Filters".
Snoozed Tasks
4
Click "On Hold".
5
Once selected, the "On Hold" tasks lists will appear, and only tasks that have been snoozed will display on the list.
Completed Tasks
6
Click "Done"
7
The "Done" tasks appear here.
8
Note: Tasks will also appear on the Dashboard in the Tasks panel. Agents can view their tasks on their dashboard as well.
