Task types represent the different categories of tasks; for example, complaint follow-up or new account verification. Task types defined here are linked with event types (new start processing, complaint entry, etc.) in the Task option, discussed next.
Select Setup | Task Type
to display the Task Types window.
Click Add and define the task type by completing the following fields.
Click OK to add the task type.
Field | Type | What to enter |
---|---|---|
TASK TYPE
open (16)
Enter an ID for this task type, such as “ComplaintF” for complaint follow-up.
START DATE, END DATE
date
Enter the date range during which the task type will be in use. End Date can be blank.
DESCRIPTION
open (30)
Enter a description of this task type, such as “Complaint Follow-up”.
INSTRUCTIONS
open (unlimited)
Enter instructions for the user working the task, for example “Call subscriber and verify that the paper has been delivered.”