This function allows the Agent to create and customize his/her own to-do list.
1.Go to Alerts and then click on To Do Tasks
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2.It redirects you to the To Do tasks list. Click on that page, you can click on Add a task to add create a new onetask.
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You can edit an existing task by clicking on the pencil |
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3.This will take you to the task editorThe task profile page will open, fill the fields.
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Contact: Adding Optional. If a task relates to a contact is optional. It lets you know which contact the task is linked to, if it is linked to a contact, you can link the contact to the task. Click the selection arrowbox 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 name you want. The window will disappearcontact.
Assigned to: Adding an assignee is optional. It allows adding Optional. You can assign a to-do item to a NexOne Office user other than the user adding the taskyourself. 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 the "Search" button . From the list of names that will appear, select the name you want. The window will disappearSelect the user.
Task Description: This is a required fieldRequired. Enter a short title for the task description.
Details: Optional field. Enter the detail details of the task if the title does not summarize well.
Start Date: Mandatory value; click Required. Click on the calendar image to select a date and time or directly enter type in the date and time in the following format: YYYY MM DD HH24: MI: SS.
End Date: Optional field. Click on the calendar image to select a date and time or directly enter type in the date and time in the following format: YYYY MM DD HH24: MIMM: SS.
State: Select, from the drop-down menu, among the following choicesthe 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 from the following choices 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 immediately after. If you just want . Cllick +Save and Close to save and close the editor, click Save and Closeexit.
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Done Completed! |