{"id":3859,"date":"2024-09-26T16:06:01","date_gmt":"2024-09-26T14:06:01","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=3859"},"modified":"2024-09-26T16:06:01","modified_gmt":"2024-09-26T14:06:01","slug":"tasks-set-them-up","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/tasks-set-them-up\/","title":{"rendered":"Tasks – Set them up"},"content":{"rendered":"
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\"\"<\/figure>\n<\/div>\n

[Reading time: 2 minutes<\/em>]<\/p>\n\n\n

Overview<\/h2>\n\n\n

Tasks helps agents manage their workload by centralizing tasks in a dashboard, allowing for creation, organization, and prioritization, boosting productivity and preventing oversights.<\/p>\n

It\u2019s especially useful in multi-channel environments (calls, emails, SMS) and provides a clear view of progress for immediate or planned actions.<\/p>\n

Tasks are set up in the Maker and used from the Banner.<\/p>\n\n\n

Configuring (Maker)<\/h2>\n\n\n\n

Categories<\/h3>\n\n\n

Task categories group similar tasks by purpose, nature, or activity. They help organize and filter tasks into broad groups like “Calls to process,” “Ticket follow-up,” or “Administrative tasks,” providing structure for an overall view.<\/p>\n

Create all your categories in Maker’s \u201cCategories\u201d sub-module.<\/p>\n

\u26a0\ufe0f Every type you create will be available in the Banner by default, for all Profiles.<\/em><\/p>\n

\"\"<\/p>\n\n\n

Types<\/h3>\n\n\n\n

Task type<\/strong> defines the nature of a task and how it’s performed, such as “Call,” “email,” “Meeting,” or “Support Ticket.” It highlights the method or format of the task, helping differentiate the required intervention.<\/p>\n\n\n

Note: Types can be system (set up by INO) or custom (set up by you), and each of them can be linked to a specific channel (voice, email, text message) or none.<\/em><\/p>\n\n\n

Categories VS types<\/h3>\n\n\n\n

To sum up, categories<\/strong> are general groupings that help structure work, while types<\/strong> describe the form or content of each task. A specific task can belong to a category (e.g. \u201cIncoming calls\u201d) and have a type (e.g. \u201cPhone call\u201d).<\/p>\n\n\n\n

Giving access (Maker)<\/h2>\n\n\n

Each task right is managed in the Profile (Maker): access, creation, edition and deletion. If the access is revoked, the dedicated module won’t appear in your Banner at all<\/strong>.<\/p>\n

\"\"<\/p>\n

Then, you will have to associate one or more categories to the profile via the “Configuration” tab. Otherwise, agents won’t be able to create new tasks in the Banner.<\/p>\n

Congratulations! Now agents can use tasks in the Banner<\/a> \ud83d\udc4d\ud83c\udffc<\/p>","protected":false},"excerpt":{"rendered":"

[Reading time: 2 minutes] Overview Tasks helps agents manage their workload by centralizing tasks in a dashboard, allowing for creation, organization, and prioritization, boosting productivity and preventing oversights. It\u2019s especially useful in multi-channel environments (calls, emails, SMS) and provides a clear view of progress for immediate or planned actions. Tasks…<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[146,107],"ht-kb-tag":[147,131,166],"class_list":["post-3859","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-as-an-administrator","ht_kb_category-configuring","ht_kb_tag-admin","ht_kb_tag-maker","ht_kb_tag-task"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3859","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=3859"}],"version-history":[{"count":15,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3859\/revisions"}],"predecessor-version":[{"id":3986,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/3859\/revisions\/3986"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=3859"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=3859"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=3859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}