Create an Agent Onboarding Task Project | Scribe

    Create an Agent Onboarding Task Project

    • 32 steps |
    • 2 minutes
    alert ordinal icon
    Alert! -Requires Configuration permission or System Admin Permission

    Create Task Project

    1
    Click here.
    2
    Click "Project"
    3
    Click "Add Project" OR you can use one of the default placeholders already displaying.
    4
    Enter Name of Project
    5
    Select agent for project association
    6
    Enter a project description
    7
    Click "Add"

    Add Tasks to Project

    8
    Click here.
    9
    Click here.
    10
    Select the category for the task
    11
    Select the type of task
    12
    Enter the name of task in summary section
    13
    Click "Add"

    Delete a Task from Project

    14
    Click this button.
    15
    Click "OK"

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