Support Help

View Tasks

Views are of two types: Predefined (standard view) and Agent Created View (Custom View). Using View, you can see the list of Tasks based on the Tasks type selected.

Predefined View

You can see a list of below mentioned Predefined views on the left pane. These views cannot be modified or deleted.

  • All Tasks
  • My Tasks
  • My Open Tasks
  • Completed Tasks
  • Open Tasks
  • Overdue Tasks
  • Todays Tasks
  • Tomorrow's Tasks
  • Today + Overdue
  • Next 7 days + Overdue

Agent Created View

You can also create custom views in addition to the above default views.

  1. Click Create New View from the left pane of Tasks Home page.
  2. In the Create New View page, enter the below fields:
    • Enter View Name.
    • Select Field Criteria.
    • Select Accessibility Details as
      • All Agents are allowed to view this Custom View.
      • Show this Custom View only to me.
      • Allow the following users to view this Custom View.Using this you can select Roles, Roles and Subordinate, Groups and Agents.
    • Select the users from the Available column and click Add.
  3. Click Save.

Note:

  • You can also combine two or more field criteria and create a pattern with "Add" or "OR" functions.

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