Advanced Task Management Troubleshooting and FAQs

Understanding the current limitations of Advanced Task Management is crucial for troubleshooting and managing expectations during implementation. Enhancements are continuously being developed. To request a specific feature or functionality, create a post here.

Queues Are Not Generating Tasks

If a queue is not generating tasks, review the following troubleshooting steps:

1. Verify the Queue Type

Ensure the queue is configured as a regular queue. Escalation queues cannot generate tasks.

2. Check User Labels

Confirm that the labels configured in the queue are assigned to users who will resolve the tasks. For details, see Adding Labels to Users.

3. Check Queue Triggers

When the Queue is Triggered by Criteria:

• Ensure the queue’s Entry and Exit Criteria are correctly defined based on project type.
• Verify the selected Data Source(s) contain the variables being assessed.
• Confirm the logic for criteria combinations is accurate. For example, avoid mutually exclusive conditions like “Initial Date > 2023” AND “Initial Date < 2022.”
• Understand logic evaluation:
  
  • Conditions within a single criterion are evaluated with AND logic (all must be true).
  • Separate criteria are evaluated with OR logic (any one being true triggers action).
• Verify the project type in the criteria matches the project in Filevine.
• Ensure the project meets the queue’s entry criteria.

For details, see Queues Triggered by Criteria.

When the Queue is Triggered by a Task:

Confirm the preceding task is properly configured and the execution timing is set. For details, see Queues Triggered by Tasks.

4. Check Queue Status

Ensure the queue is set to Is Active and Live. For more information, see Publishing a Queue (Go Live) and Reactivating a Queue. 

5. Confirm Data Source Schema

If the data schema has changed (e.g., fields were deleted or updated in Filevine), the queue flow may fail.

Why Are Users Not Receiving Tasks?

1. Verify that the user labels in the queue are correctly assigned. For details, see Adding Labels to Users.
2. Confirm the trigger type to understand if the task will be generated after a task is completed or when a project meets criteria.
3. Understand task assignment types: 
   • Manual tasks can be claimed from the task queue.
   • Automatic tasks are randomly assigned to matching users.
   • For more information on how users claim tasks, please visit Receiving Tasks in the Neodeluxe Sidebar.
4. Verify that the cloud icon at the top of the Neodeluxe Sidebar Extension is properly connected to the servers.

I Can’t Find the Advanced Task Management Section in Neodeluxe

Neodeluxe Advanced Task Management is a separate product from Neodeluxe. Please verify your organization’s purchased products.

Why is a Project Type Missing When Configuring Queues Triggered by Criteria?

Ensure the Filevine-Neodeluxe integration is fully completed. For guidance, see Filevine Integration Setup.

Why Can’t I Find a Field in the Dropdown List When Creating a Queue?

Data sync from Filevine project templates occurs once daily. Changes made in Filevine will be reflected in Neodeluxe the next day.

Why Can’t I See Dropdown Field Values When Setting Queue Criteria?

This issue occurs when the field's input type is configured as Text. To enable dropdown values:

1. Go to Admin > Neodeluxe Portal > Flows Data Source.

2. Locate the relevant field and click Edit.

3. Change the Input Type to Dropdown and click Save.

4. Refresh the page to display corresponding dropdown options in the Value field instead an open field when establishing the Criteria, when the involved field is selected as Variable*.

Have Questions or Issues?

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

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

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