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Assign task

Assigning a task to an agent can be done in three different ways:

First

Create a new task, by selecting any one of the following –

Create Task OR Bulk Import Tasks

  • Fill in all the details in the Task creation form.
  • Select a Team from the drop down.
  • Choose one or multiple agents from ‘Assign agent’.
  • Click on ‘Submit’ to save the task.

Second

  • Click on Tasks in the left panel.
  • Under Actions column, click on three dots and select Assign.
  • Fill in the details and click on Submit to complete the action.

Third

You could assign a task to an agent from the top left side panel of the Dashboard also. Select the Unassigned tab to directly assign the task to the agent.

  • Click on ‘Assign Agent’’ button on the task tile.
  • A popup would appear and you could choose from the drop down, list of idle agents that appear.
  • Click on the name of the desired agent, and the unassigned task automatically gets assigned to him/ her.

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