Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see what jobs may need addressing and how far off their completion. Discover how to use the Dashboard by viewing the guide below. How to View the Dashboard Click format_list_numbered Tasks to navigate…

The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…

The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule

To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.

The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the SMS sends to. The message will trigger when specific requirements that you set are met. Adding a SMS Automated Event Select the SMS template you want to send from…