Overview

Tasks are used to provided a User with a list of work items that they need to perform. Each User has their own task list that be populated manually, by other Users or automatically on a scheduled or ad hoc basis by a Workflow. Tasks are accessed from the Tasks option on the navigation bar. When a Task is created then it is then displayed in the Users task list as an Outstanding item and the User has to then Complete the Task.

There are 3 different types of Tasks that can be created:

1. Call Review - This Task provides a link to the call recording. This is used when there are specific calls that a User need to review.
2. Agent Coaching - This Task provides a section to enter a description of what is required for the coaching session and external reference document links. The Task can be optionally associated with a call recording. This is often used when there are training/coaching sessions that a User is required to perform and associated example recordings and documents can be linked and used for reference.
3. Scoring - This Task provides a direct link to the scoring section of a call.

To create tasks see the Creating Tasks section.

To manage tasks see the Managing Tasks section.