A telephone task is a specialist type of task designed to facilitate call handling
It has the following properties
Property |
Description |
Call Type |
Select the type of call being made. |
With |
Select to whom the call is being made. Click on the Click on the icon to select one. |
|
As explained above, the standard Task properties will not be described in detail again. Simply complete each of the Task details as required. |
It has the following phases
- Complete - The call was completed successfully.
- Left Message – a message was left. The Task remains in the worklist for a follow-up action.
- Not Required - a call is no longer required. The Task is removed.
- Scheduled - A Task is added to the worklist (on the Due Date) and acts as a reminder to complete the call.
Use the Ribbon bar buttons to set the Phase.
Note that a Task will be created in the worklist which can be opened and the Phase changed at any time.
Setting a Phase to Complete or Not Required will remove the Task.