Overview
The Tasks feature in the Cases workspace allows users to efficiently manage, monitor, and request tasks generated from Workflow Instances. It provides a centralized dashboard where users can visualize tasks using customizable filters, ensuring quick access to the required information.
Key Characteristics
- Centralized Visibility: Workflow-generated tasks appear in the dashboard.
- Flexible Filtering: Multiple filters and groupings allow users to tailor the view.
- Quick Insights: Summary cards provide instant visibility of workload, overdue items, and performance metrics.
- Status-Based Organization: Tasks are automatically grouped by status for easier monitoring.
- Improved Prioritization: Priority filters help users focus on the most critical tasks first.
- Enhanced Productivity: Customizable date ranges streamline task tracking and time management.
- Context Preservation: The persistent task side panel ensures uninterrupted workflow and quicker task management.