Tasks
Your task worklist and how tasks are created and assigned
Your task worklist: My day, Board, Handover, Past tasks
How to use the Tasks page - the summary cards, the My day, Board, Handover and Past tasks tabs, the columns, and the filters.
Working a task: outcomes, hand over and quick actions
How to assign, start, complete and hand over a task, choose an outcome, fill a journey form, edit details, add notes and use the follow-up actions.
Where tasks come from and how they are assigned
How bookings and journeys raise tasks, how a task is matched to a role, centre and shift, and how assignment and escalation policies work.
Close node
The Close node ends a branch or the whole journey with a named outcome and a kind (success, failure or neutral) used in insights.
Your task worklist: My day, Board, Handover, Past tasks
How to use the Tasks page - the summary cards, the My day, Board, Handover and Past tasks tabs, the columns, and the filters.