User Guide

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Task Management Control

 
Change Type
Description
Version Number
New control
N/A
4.5.30
Modification
Renaming of tasks when viewing tasks using Task Management control: Run Record now Run Task, Delay Task now Delay Procedure.
4.5.35
Modification
The "Include  Scheduled" check box is not available from this release onwards.
4.5.36
Modification
Task Management control now orders tasks by priority and then alert time
4.5.51
Modification
Task Management control now sorts by underlying data type, rather than character only
4.5.51
 
Task Management Control
Once you have completed your script that will create tasks, you need to create a script (admin script) to help the agents action the tasks assigned to their user group.  This control displays all of the relevant information for the tasks assigned to the current agent group in a grid.  When creating a task, using the Task Management Insert Task Control, you specify a "DDI" phrase that will launch the script where the agent can action the task.
 
Once the grid is displayed, agents can right click any particular record to run, delay, cancel the task, or cancel a group of related tasks.  Note that the only tasks that appear are "Call" types.
 
The task management control displays in script as follows:
 
 
Right click on the record to display the action menu:
- Run Record: Open script using DDI listed in tblMQs
- Delay Task: Reschedule task
- Cancel Task: Sets the single task as cancelled
- Cancel Group: Cancel all future tasks with matching Reference
- Assign Task: Assign the task to a user
 
 
1

Field Name

1. Field Name
Give your field an appropriate name.  This is particularly important if using it in a calculation or report.  Changing a field name will not automatically update corresponding reports that use that field.
2

Group Id

2. Group Id
Changing the Group Id will set which group the Task Management Control will display. Change back to 0 to display all tasks.
3

Include Scheduled

3. Include Scheduled
Checking this box will show future scheduled tasks in the Task Management control.  Note this feature has been removed from 4.5.36+.
4

Records Per Page

4. Records Per Page
This controls how many tasks are displayed in the control per page.
5

Style

5. Style
Change the look and feel of the control.