Advanced Task Management: Task Card Interface by Status and Role

  • Updated

Navigate through the Escalated, Assigned, In User Queue, In Queue, Snoozed in Queue, Resolved, Snoozed for User, Closed and Scheduled status tabs to view the task details.

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    1. Escalated Task

    When a task is escalated, it follows the same structure as its current status (as described in the sections below). In addition, it includes an extra element: Escalated From: Original Task Name.

    Element Description Visible To Action Available To Note
    Escalated From: Original Task Name

    Displays the original task name before escalation. 

    Click the task name to open it in a new browser tab.

    		🟢🔵🟡🟣🟤 🟢🔵 The task elements will be displayed according to the task Status. 

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    1. Assigned

    The task interface with the Assigned status additionally includes the following elements:

    Element Description Visible To Action Available To Note
    1. Assigned User

    Displays the user currently assigned to the task.

    Click the X icon next to the assigned user’s name to unassign the task.

    		🟢🔵🟡🟣🟤 🟢🔵 🟢🔵 can unassign assigned tasks.
    1. Resolve
    		Clicking the button opens a dialog box for task resolution. 🟢🔵🟡🟣🟤

    🟢🔵

    🟡🟣🟤

    🟢🔵 Can resolve any task in the system.

    🟡🟣🟤 Can resolve only their assigned tasks in the system.
    1. Snooze:
    		Displays the dropdown with the following options: Snooze to user/ Snooze to me, and Snooze to Queue.      

    Snooze to user 

    OR

    Snooze to me

    		Snooze the task for the assigned user. 🟢🔵 🟢🔵 This option appears when the task viewer is not the assigned user.
    🟢🔵🟡🟣🟤 🟢🔵🟡🟣🟤 This option appears when the task viewer is the assigned user.
    Snooze to Queue Snooze the task back to the queue. 🟢🔵🟡🟣🟤

    🟢🔵

    🟡🟣🟤

    🟢🔵 Can snooze any task.

    🟡🟣🟤 Can snooze only their assigned tasks.

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    1. In User Queue

      1. In User Queue: Not reopened Task

    The task interface with the In user queue status that is assigned to a user but is not reopened, includes the following elements:

    Element Description Visible To Action Available To Note
    1. Assigned User

    Displays the user currently assigned to the task.

    Click the X icon next to the assigned user’s name to unassign the task.

    		🟢🔵🟡🟣🟤 🟢🔵 🟢🔵 can unassign assigned tasks.
    1. Resolve
    		Clicking the button opens a dialog box for task resolution. 🟢🔵🟡🟣🟤

    🟢🔵

    🟡🟣🟤

    🟢🔵 Can resolve any task in the system.

    🟡🟣🟤 Can resolve only their assigned tasks in the system.
    1. Snooze:
    		Displays the dropdown with the following options: Snooze to user/ Snooze to me, and Snooze to Queue.      

    Snooze to user 

    OR

     Snooze to me

    Snooze the task for the assigned user.


     

    		🟢🔵 🟢🔵 This option appears when the task viewer is not the assigned user.
    🟢🔵🟡🟣🟤 🟢🔵🟡🟣🟤 This option appears when the task viewer is the assigned user.
    Snooze to Queue Snooze the task back to the queue. 🟢🔵🟡🟣🟤

    🟢🔵

    🟡🟣🟤

    🟢🔵 Can snooze any task.

    🟡🟣🟤 Can snooze only their assigned tasks.

    1. In User Queue: Reopened Task

    If a task with the In user queue status was previously resolved or closed status, and then it was reopened, the interface includes the following elements:

    Reopened tasks with the User queue status contain the Resolution Comment and the Reopening Reason notes.

    Element Description Visible To Action Available To Note
    1. Assigned User
    		Displays the user currently assigned to the task.  🟢🔵🟡🟣🟤 N/A

    A reopened task cannot be unassigned. 

    The user who initially resolved the task is responsible for reviewing and resolving it again.

    1. Resolve
    		Clicking the button opens a dialog box for task resolution. 🟢🔵🟡🟣🟤

    🟢🔵

    🟡🟣🟤

    🟢🔵 Can resolve any task in the system.

    🟡🟣🟤 Can resolve only their assigned tasks in the system. 

    1. Snooze to user 

    OR

     Snooze to me

    Displays the button to snooze the task for the assigned user.


     

    		🟢🔵 🟢🔵 This button appears when the task viewer is not the assigned user.
    🟢🔵🟡🟣🟤 🟢🔵🟡🟣🟤 This button appears when the task viewer is the assigned user.

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    1. In Queue

    The task interface with the In queue status includes the following elements:

    Element Description Visible To Action Available To Note
    1. Manually Assign User
    		This button allows the user to assign the task manually. 🟢🔵 🟢🔵

    🟢🔵 Can manually assign a user to any task in the system.


     

    1. Resolve
    		Clicking the button opens a dialog box for task resolution. 🟢🔵

    🟢🔵


     

    🟢🔵 Can resolve any task in the system.


     

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    1. Snoozed In Queue

    The task interface with the Snoozed in queue status includes the following elements:

    Element Description Visible To Action Available To Note
    1. Manually Assign User
    		This button allows the user to assign the task manually. 🟢🔵 🟢🔵 🟢🔵 Can manually assign a user to any task in the system.
    1. Reactivate Task
    		This button allows users to reactivate the task, changing its status to In Queue. 🟢🔵

    🟢🔵


     

    🟢🔵 Can reactivate tasks in the system.


     

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    1. Resolved

    The task interface with the Resolved status includes the following elements:

    Element Description Visible To Action Available To Note
    1. Resolved By
    		Displays the user’s name who resolved the task 🟢🔵 N/A  
    1. Reopen Task
    		This button allows users to reopen a resolved task. The task will be reassigned to the user who resolved it, and its status will be updated to In user queue. 🟢🔵

    🟢🔵


     

    🟢🔵 Can reopen tasks in the system.


     

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    1. Snoozed for User

    The task interface with the Snoozer for user status includes the following elements:

    Element Description Visible To Action Available To Note
    1. Assigned User

    Displays the user currently assigned to the task.

    Click the X icon next to the assigned user’s name to unassign the task.

    		🟢🔵 🟢🔵 🟢🔵 can unassign assigned tasks. If the task was previously resolved or closed and then reopened, the assigned user CANNOT be unnasigned.
    1. Reactivate Task
    		This button allows users to reactivate the task, changing its status to In user queue. 🟢🔵

    🟢🔵


     

    🟢🔵 Can reactivate tasks in the system.


     

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    1. Closed

    The task interface with the Closed status includes the following elements:

    Element Description Visible To Action Available To Note
    1. Closed By User
    		Displays that the task was closed by the system: Advanced Task Manager System User. 🟢🔵 N/A  
    1. Reactivate Task
    		This button allows users to reactivate the task, changing its status to In user queue. 🟢🔵

    🟢🔵


     

    		🟢🔵 Can reactivate tasks in the system. If the task was previously closed and then reopened, the queue is returned to the system general queue.
    1. Resolution information
    		This note contains the Resolution details. 🟢🔵    

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    1. Scheduled

    The task interface with the Scheduled status includes the following elements:

    Element

    Description

    Visible To

    Action Available To

    Note

    1. Resolve
    		Clicking the button opens a dialog box for task resolution. 🟢🔵

    🟢🔵


     

    		🟢🔵 Can resolve any task in the system.

    The Assigned Date is not displayed due the scheduled task has not yet been  assigned to a user.

User Roles Legend:
🟢 ATM Admin 🔵 ATM Manager 🟡 ATM User 🟣 ATM Manual Task User 🟤 ATM Overseer

Have Questions or Issues?

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