Working with Telephone call tasks

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   icon to view a list of all Participants on the current work item.

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.