Tasks in AGENTVIEW help you stay on top of follow-up, deadlines, reminders, and assignments without losing track of important activity. By creating a task with a clear due date, reminder schedule, priority, and assigned user, you can keep your workflow organized and make sure the right action happens at the right time.

Open My Tasks

From the left navigation menu, click My Tasks.

Open the Create a New Task Panel

From the Tasks page, click Add Task.

   The Create a New Task panel will slide in from the right side of the screen while keeping your current task list visible in the background.

Enter the Task Information

   Subject
   Enter a clear subject that quickly explains what needs to be done. This field is required.

   Task Details
   Enter any instructions, notes, or additional information needed to complete the task. This field is also required.

Set the Due Date and Reminder

   Due Date
   Select the date by which the task should be completed.

   Reminder Time
   Choose the time you want AGENTVIEW to send the task reminder.

   Reminder Schedule
   Choose how often AGENTVIEW should remind the assigned user before the task is due.

   Available schedules include a one-time reminder, every day until the due date, Monday through Friday, once a week, or custom reminder days.

Set the Priority and Assignment

Scroll farther down the Create a New Task panel to complete the remaining task settings.

   Priority
   Choose Low, Medium, High, or Critical based on the urgency and importance of the task.

   Assign To
   Select the AGENTVIEW user who should receive and manage the task.

Create the Task

Review the task information to make sure the subject, details, due date, reminder settings, priority, and assignment are correct.

   Click Create Task at the bottom of the panel to save the task.

   Once created, the task will appear in the appropriate task list based on its assignment and current status.

   To close the panel without creating the task, click Cancel or the X in the upper-right corner.

Reminder Schedule Options

The reminder schedule gives you flexibility in how AGENTVIEW follows up about an upcoming task.

   Weekly Reminder
   When using a weekly reminder, select the weekday on which the reminder should be sent.

   Custom Reminder Days
   When using a custom schedule, select each day on which you want AGENTVIEW to send a reminder.