Tasks generated for individual subscribers and addresses can be viewed, and manual tasks can be added, in Customer Service. A Tasks tab is located in the upper-right corner, next to Transactions and Subscriptions tabs. All tasks related to the current subscriber, including completed tasks, will appear here. Double-click on a task to display details in the Tasks tab below.
The Tasks tab provides several options for managing tasks, including owning, reassigning, and completing a task. See the Tasks chapter for documentation on these options. You can also add a manual task (described below).
If applicable, you can create transactions based on a task, using the buttons in the Task Detail panel. Clicking one of the buttons brings you back to the Transactions Tab in the main Customer Service window, with the fields ready to begin entering the type of transaction you selected.
You can add manual tasks for an individual subscriber, occupant, or address via the Tasks tab. You can also enter “stand-alone” tasks that are not tied to any entity, by leaving the Include Address? checkbox unselected. For example, you could enter personal reminder notes. Only tasks for task types set up with a “manual entry” event in Task setup may be added.
Note: In order to add manual tasks, a user must be part of a task group that is selected for a manual entry task. See Task for more information.
Find the subscriber (or address) for whom you are adding this manual task.
On the Tasks tab, click the Add button.
Manual task entry fields will be displayed. Enter information about the task in these fields.
GROUP
setup
This field will display the name of the group by which the task is being created.
TASK TYPE
setup
Select the task type that identifies this task. Task types are set up in advance. Only task types set up for manual entry in the Tasks option will be available.
INCLUDE ADDRESS
yes/no
Check this box if the task should be entered for the current subscriber/address. If the customer has a subscription to a publication not selected for manual entry in Task Setup, this field will not be available (the task cannot be added for the subscriber). If this field is not checked, the task will be a “stand-alone” task not connected with a customer.
ASSIGN TYPE
display
The assign type for the task (individual user or a group) will be displayed here. This is defaulted from Task setup.
ASSIGN TO
setup
This field will display the individual or group assigned to the task. If the assign type is “individual” and the assign to was set up as <group member> or <supervisor>, you will be able to select any group members or supervisors within the task group.
DUE DATE
date
Enter the due date for this task. This will default based on the current date, along with the days to complete and deferred start days specified in Task setup.
PRIORITY
integer (3)
Specify a priority for the task. This will default from Task setup.
INSTRUCTIONS
open (unlimited)
Enter any explanations or instructions pertinent to the task here.
Click OK to create the task. Once it is created, the task can be reassigned, escalated, completed, etc., in the same was as an automatically generated task.
Click the My Tasks button () to switch to the My Tasks window, where you can view and work with the tasks assigned to you. You can return to the Customer Service window by clicking the Switch to Customer Service window button () in My Tasks.
