Setting Assignment Configurations

  • Updated

Who can use this feature?

Admins (atm_admin).
For more information about roles please visit:
Advanced Task Management Roles and Permissions

In Advanced Task Management, users with Admin role can configure how automatic queue assignments are managed: By User Request or By Defined Period of Time. Follow the steps below to configure how queues should be automatically assigned.

How to Configure Assignment Type

  1. In the Neodeluxe navigation, go to the Admin page, and then select Advanced Task Manager Setup, then select the Assignment Configuration option.

 

  1. In theType of Automatic Assignment section, select the desired option:
  • By User Request: Tasks will be assigned to the user when he/she clicks on a button provided to request a new task. The assignment of the task will be automatic and based on the assignment algorithm. This is the default option.

  • By Defined Period of Time: Tasks will be assigned to the user after a defined period of time. This time period will be calculated when the user is online and is without an assigned task. Enter the Time Period (Minutes) duration.

  1. In the Work Days section, select the work days for Advanced Task Management.

In the automatic assignment configuration the working days will be the days that will be taken into account for the creation of the due date of each task, so a due date will not be created on a non-working day. This will work exactly the same with the holidays that are added.

  1. In the Holidays section, click +Add Holiday button to add holidays, by entering the Name, Date and click the Save icon .

Click the Save button to save the configuration. A message displaying Configuration Updated Successfully appears in the bottom-right corner of the screen.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Advanced Task Management, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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