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How to work with queues

Look in Overview. If there are tasks in Needs Data, Needs Approval, or Manual this means that there are something you can help the Mate with.

Learnings from this page

  • Know how to help the Mates
  • Know what to do depending on Queues and Reasons

How to access queues

There are many ways to access the queues:

  • Click the queue in Overview
  • Select Tasks from the top menu and select the process
  • Use the tabs on top of the queue to navigate to the different queues

Sorting the queue

You can sort using the different Input fields, and Key Fields. Simply press the sort icon next to the header.

Filter and search the queue

You can filter the tasks based on the different Input fields, and Key Fields. Click the filter icons next to the headers.

You can sort everything and the different sortings stack.

Search Comments in Solved queue

The Mate should comment something when it solves a task. This comment can be seen in the Comments column. This column is searchable, so if you are looking for something special that happened months ago, perhaps you can find it using this

Mass editing

Instead of clicking into each task and do what you want to do, you can simply mass edit.

  • Select the tasks you want to change using the checkboxes on the left. Note that the dropdown menu can help you select.
  • choose from the bottom of the table what you want to happen to the selected tasks

Working with tasks in the queue

Needs Data

Find the Input field that is empty, which should not be empty. Find the data and put it in, either through the Task Card or using Mass editor.

Needs Approval

These tasks needs an approval before they can be solved.

Who can approve? If you are eligible to approve there will be a big blue button that says so on the task.

How to approve a task * Check the Key Fields and Input Fields. If you need the task solved at a specific Activation Date you should also check that it is correct. * If there is any files attached and they are vital to the task you should check those too. * Finally click the Approve Task. This will instantly approve the task and move it to the Ready queue.

Manual Handling

The Reason of these tasks are what is important.