Tasks
From the icon, navigate to Dashboard > Tasks. This reveals a list of all Active Tasks including details such as:
- Type
- Title
- Assigned To
- Requester
- Source
- Due Date
- Actions
Administrators have access to view all the details in the task as well as re-assign tasks to a different agent.
Notice the tabs located in the ticket:
- Comments
- Details
- Process
- Related
- Audit
Agents/Technicians will have access to view the Details, Process and Audit tabs
The icon allows you to reset to default or customize the columns on this screen. Press
to save your changes.
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Actions
lets you perform several actions such as:
- Mass Update
- Login History
- Import
- Export and more
Help reveals additional information and a tutorial on how to better understand your tasks.