Introduction

The Task system assists Circulation users in organizing and prioritizing work to be completed. Tasks can be generated automatically by entering or processing Customer Service transactions, processing a Targeted Marketing product, or running certain reports. They can also be added manually. Tasks can be assigned to either individual users or task groups.

Tasks are viewed, completed, reassigned, escalated, and annotated in the My Task or All Tasks module (see My Tasks and All Tasks), and also in Customer and Route Services (see Tasks). In the My Tasks and All Tasks modules, task status is displayed in real-time; new tasks and updates to existing tasks are broadcast instantly.

Task setup is done in the Tasks module. This includes:

• Defining task groups

• Defining task types

• Defining reason codes for updating tasks (activity codes)

• Specifying which automated processes create tasks

• Defining alerts, which are events that automatically modify tasks