This function allows the Agent to create and customize his/her own to-do list.
1.Go to Alerts and click on To Do Tasks
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2.It redirects you to the To Do tasks list. Click on Add a task to create a new task.
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You can edit an existing task by clicking on the pencil |
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3.The task profile page will open, fill the fields.
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Contact: Optional. If a task relates to a contact, you can link the contact to the task. Click the selection box in the Contact field, a new window will open. In this new window, enter the name of the contact you are looking for and click on the “Search” button. From the list of names that will appear, select the contact.
Assigned to: Optional. You can assign a to-do item to a NexOne Office user other than yourself. Click the selection arrow, a new window will open. In this new window, enter the name of the user you are looking for and click on "Search" . Select the user.
Task Description: Required. Enter a short title for the task description.
Details: Optional. Enter the details of the task if the title does not summarize well.
Start Date: Required. Click on the calendar image to select a date and time or type in the date and time in the following format: YYYY MM DD HH24: MI: SS.
End Date: Optional. Click on the calendar image to select a date and time or type in the date and time in the following format: YYYY MM DD HH24: MM: SS.
State: Select, from the drop-down menu, the state of the task:
Not yet started
In progress
Waiting for contact
Waiting for me
Done
The state can be changed by the creator of the task and by the person to whom the task has been assigned.
Activity visible in the assigned user calendar: Choose whether or not this activity should be visible on the calendar of the person to whom the task is assigned.
Priority: Enter a priority number for the task
% Completed: Enter a completion percentage
Recurrence: Select in the drop-down menu:
Annual
Daily
Daily (every x day)
Daily (weekdays only)
Fix week of month and day of the month
Monthly - 1st business day of the month
Monthly - 1st day of the month
Monthly - last business day of the month
Monthly - last day of the month
x days every y month
Once
Weekly
4. Click +Save if you want to create another task. Cllick +Save and Close to save and exit.
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Completed! |