Receive New Task Assignments
  • 26 Oct 2021
  • 1 Minute To Read
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Receive New Task Assignments

  • PDF

Tasks can be assigned to a specific Agent or a particular Inbox. For Tasks that are assigned to an Inbox, those Tasks are automatically assigned to an Agent (who is a member of the Inbox) only if they are logging in for the day for the first time or logging in after lunch if they logged out instead of using the Away status. Once assigned, the Task will appear in the Agent's Open view. The Conversation a Task is related to is not reassigned to another Inbox or Agent.

 For Agents to receive additional Tasks that are waiting in an Inbox, Agents must:

  1. Be available (green) in the Mail + Tasks Channel.
  2. Select Next to receive any additional Tasks after the ones that were automatically assigned.

Tasks assigned to an Agent appear in their My Customers list.




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