Work on tasks

In general, agent portals include the ability to view open tasks and then edit the task with more details or a change in status.

The process to work on a task can include the following steps:
  1. The portal displays a list of open tasks that the agent has the authority to own. If the agent is part of a group, they see tasks assigned to groups they are associated with as well.
  2. The agent selects a task to view.
  3. The portal displays the task details.
  4. Optionally, the agent takes ownership of the task. It is not required for an agent to take ownership of a task before making changes to a task.
  5. The agent determines how to address the task. This may include suspending the task, complete the task, or editing the task.

The process to work on a task.