Editing Task Assignments

Editing Task Assignments

Task Assignment logic in Funnel has been updated to allow for tasks to be assigned to different agents on a Team. In addition, agents can now update due dates, and change the task type as needed.

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Editing Task Assignments

1. From the Dashboard, locate the Task, select the hamburger menu next to the task and click Edit

2. On the Edit Task Modal, the agent can:

• • Change Agent Assignment
  • Change Due Date
  • Change Task Type

3. Changing Due Date or Task Type will require the agent to select a change reason:

• • Vacation/time off
  • Too busy
  • Needs more research
  • Contact delay

Note: Changing Agent Assignment does not require a Change Reason to be selected

4. Once all changes have been made, click Save Task

5. The changes made will reflect on the Timeline of the guest card

Revised 10.12.2021 | Editing Task Assignments