Create an Agent Onboarding Task Project | Scribe

    Create an Agent Onboarding Task Project

    • 0 step |
    • 2 minutes
    Alert! -Requires Configuration permission or System Admin Permission

    Create Task Project

    Click here.
    Click "Project"
    Click "Add Project" OR you can use one of the default placeholders already displaying.
    Enter Name of Project
    Select agent for project association
    Enter a project description
    Click "Add"

    Add Tasks to Project

    Click here.
    Click here.
    Select the category for the task
    Select the type of task
    Enter the name of task in summary section
    Click "Add"

    Delete a Task from Project

    Click this button.
    Click "OK"

    Set a Task to be dependent on the completion of another task

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