Task
A Task is an action item automatically raise by the system when it encounters situations require user intervention. For example:
Post-sales support, such as: missing shipment, issues with package received, return or refund of item
Detection of inappropriate content in post comment
Complaints
Access
Customer Management > Task
Requirements
Access to Task Resource
Properties
Basic Information
Task ID - Ticket ID generated by system
Responsible Staff - User that is responsible to handle this task
Status* - Task status
Tags - The nature of task
Notes - Notes made by user
Create Date - Date and time of note created
Created By - User who left this note
Body - Note content
Actions
View Conversation - Goto the Conversation this task has originated
Task Status
Open - Task is awaiting assignment
Assigned - Task has been assigned to an user to handle
Processing - Task is currently being handle
Closed - Task has been handled
Cancelled - Task is not valid and mark as cancelled
Tags
Icons use in Task tagging
Request for assistance
Order related issue, such as cancellation
Other enquiry
Complaint
Related Topics
Responsible Staff can be assign by system automatically when Auto Assignment has been enabled in the Project and Assignable Users has been specified.