Creating a New Task

Within any Call a User may create and assign Tasks for themselves or another User. Any Call may have any number of associated Tasks.

1. Select the Tasks Tab from the Call Details window.
2. Click on the New button.

Under the Details Tab.

1. Enter an Task heading.
2. Enter the TaskDetails.
3. Enter the TaskNotes (if applicable initially).
4. Select the Task Type.
5. Select the Task Status.
6. Select the Task % Complete.
7. Select the Task Risk.
8. Enter Due Date for the Task.
9. Select  Task Custom 1, 2 and 3(if applicable to your use of the system).
10. Check the Send / re-send Task notification checkbox if required.

Under the Assigned To Tab.

1. Click on the button, and select the person you wish to assign the Task to from your directory.
2. Alternatively, manually enter the requested contact details.

Under the Escalations Tab.

The Escalations Tab allows five levels of escalation. That is, the User is able to define five points in time at which the specified email addresses will be sent an Overdue Notification by the application.

For each Escalation level the User wishes to use :

1. Enter a date (later than the Due Date) on which the User requires the Escalation notice to be sent.
2. Enter the email addresses (manually or via the Contact Picker) to which the notification should be sent.

See also :

Creating a new Task
Adding comments to a Task
Reassigning a Task
Closing a Task
Call Overview