Handling a gazillion tasks on different cases can be quite overwhelming. đȘ
Tickets & Tasks sorts out your tasks from all cases, checklist items, and tickets assigned to you! Let's get you started by clicking on Tickets & Tasks on the home page!
Summary
This section contains alerts and a list tickets and upcoming tasks.
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Tickets
Manage and track all your support tickets within the app and streamline issue management and resolution for your employees and case records!
đĄLearn more about tickets here.
Tasks
Instead of going through multiple cases one-by-one, accomplished checklist items can be marked as complete by simply clicking on the check box. â
Click on the Search icon to access the search bar. Type in a keyword related to the case or checklist item on the Search Bar for a quick way to search for an item!
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Click on "Sort by" to narrow down searches. Items can be sorted in ascending or descending order by:
Item Type
Date Created
Due Date
Related Case
You can also use Filters to filter your Tasks by:
Mobility Case
Owner
Case Type
Case Status
Talent Opportunity Plan
Owner
Plan Type
Plan Status
Checklist
Urgent?
Task Progress
Task Status
Due Date
Approval
Approval Type
Approval Status
E-signature Document
E-signature Document Status
